SBX - Search With Button

SBX - Forum Post Title

Management Reporter Report with Beginning Balance with not Closing Year in Dynamics GP

Microsoft Dynamics GP Forum

Mohammed Marhoon asked a question on 13 Sep 2017 2:01 PM
My Badges

Question Status

Verified

What is the best practice way to generate report for current year and including opening balance for 3 years previously that not Year End Closed in Dynamics GP.

Reply
Audra Beers responded on 14 Feb 2018 2:19 PM
My Badges
Verified Answer

In this example, column B is mapped to pull YTD data from the last month of the last fiscal year. Column C is mapped to pull YTD information for the current fiscal year. Both columns B and C are configured as “non-printing” columns. Finally, column D is a calculation that adds columns B and C. 

You would create a NP column for every year that has not gone through the year end close process.

Reply
Mohammed Marhoon responded on 26 Feb 2018 1:28 AM
My Badges

Hi,

Thank you so much for your input, which your answer exactly what I did, and I believe this is the only and best way to pull the data for previous years.

Thank you so much again.

Reply
Audra Beers responded on 14 Feb 2018 2:19 PM
My Badges
Verified Answer

In this example, column B is mapped to pull YTD data from the last month of the last fiscal year. Column C is mapped to pull YTD information for the current fiscal year. Both columns B and C are configured as “non-printing” columns. Finally, column D is a calculation that adds columns B and C. 

You would create a NP column for every year that has not gone through the year end close process.

Reply

SBX - Two Col Forum

SBX - Migrated JS