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I’m creating a report for a single company that is split into two divisions.
My chart of accounts includes a five digit Natural Account and a three digit Department Code.
The divisional split is not reflected in the account number. Instead, we assign each department to its division manually. Some departments are division A, other are division B. There’s no range that can be used, the department numbers “overlap” across divisions so that departments 100, 200 and 300 are division A while department 105, 225 and 335 are Division B. Each department is in one and only one division!
I’ve been asked to create a single report that shows all Payroll and Benefits for the organization AND all Human Resources expenses (Div. B, Dept. 910) on the same report.
All Payroll & Benefits is easy. I simply have a tree that with two branches. The division A branch is restricted to the Division A departments; the division B branch is restricted to the division B departments. The two branches roll up into a summary that reports the entire company. The row format is linked to the various P&B accounts and the amounts are reported correctly.
The trouble comes when I then add the HR Lines. I’ve added a row for each natural account used in department 910. Each row is restricted in the row format to department 910 only. I would expect that that the division A branch would not include department 910 because department 910 is not part of the FD link in the tree. This is not what happens. The report appears to ignore the department restriction in the row format so that neither division is restricted to department 910.
Has anyone else run across this? If so, were (and how were) you able to restrict a row to a single department within the context of a tree that reports many departments?
Thank you all in advance.
Tom
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Tom,
It does appear you have this set up correctly and I have tested the same scenario and it is working correctly.
I would suggest trying something else just as a test. On the rows you have restricted to Department 910, try using a Reporting Unit Restriction. You can do this in the Related, Rates, Rows and Units column in the row definition/ Put the main account on the row, double click in the field, select the tree and then choose Department 910.
if this doesn't work you can send me a screen shot of row, column, and tree if you like.
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