Edit the Annual Projection -Detail window

  • Edit the Annual Projection -Detail window

    Posted by DSC Communities on December 7, 2016 at 4:52 pm
    • Diamond Stokes

      Member

      December 7, 2016 at 4:52 PM

      Currently when I run this report all of my fixed assets are sorted by Asset ID. The “Sort By” pull down menu on the report is grayed out and I am unable to select a different sort method. I would like to sort my fixed assets by Location ID. Is there anyway to do this? Or is there another option to view fixed asset depreciation projections by Location ID?

      ——————————
      Diamond Stokes
      Accounting Manager
      Theodore Roosevelt Medora Foundation
      Medora ND
      ——————————

    • Steve Burney

      Member

      December 7, 2016 at 5:12 PM

      Hello Diamond.

      When you chose the Location ID under the “Ranges:” dropdown sort box does it give you what you need information wise/

      I realize it is not the Sort By option but that is standard setup.

      Please let us know if that works.

      Steve

      ——————————
      Steve Burney
      Senior Financial Systems Administrator
      Correct Care Solutions
      Nashville, TN United States
      sburney@correctcaresolutions.com
      615-312-7272
      Twitter @SteveBurney
      ————————————————————————-

    • Diamond Stokes

      Member

      December 7, 2016 at 5:55 PM

      What I would like ideally is to see the projected depreciation separated by each location on this report. Is this possible? I have many locations and I don’t want to run this report multiple times.

      ——————————
      Diamond Stokes
      Accounting Manager
      Theodore Roosevelt Medora Foundation
      Medora ND
      ————————————————————————-

    • Bill Schulz

      Member

      December 8, 2016 at 12:31 PM

      Diamond

      Using info from this post:

      https://community.dynamics.com/gp/f/32/t/63303  

      Near the bottom of the post it describes how to add Class ID sort. I used this same info to add Location sort and it worked. I did not add location to the report, though you could easily do that in Report Writer.

      Here is the Report Writer screen for adding Location to the Sort sequence:

      I am sure you could further refine this by adding Location ID to the report, even adding a subtotal by location if you wanted. But this at least gets the data sorted as you want it.

      ——————————
      Bill Schulz
      Turnkey Technologies, Inc.
      St. Louis MO
      ————————————————————————-

    DSC Communities replied 8 years, 2 months ago 1 Member · 0 Replies
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