Management Reporter Cost Centers

  • Management Reporter Cost Centers

    Posted by DSC Communities on February 16, 2017 at 2:15 pm
    • John Ellis

      Member

      February 16, 2017 at 2:15 PM

      Hello:

      We have three GP companies that represent the APAC region of the globe.  We have almost a dozen more that represent EMEA.  Finally, we have several that represent the Americas.  Segment 2 of our chart of accounts represents these three regions.

      Segment 4 represents cost centers.  For example, 50 represents Human Resources.  With Human Resources, we have cost centers such as 51, 52, and 53.

      Some of the data for these codes represent EMEA, some may represent APAC, while some may represent the Americas.

      Ultimately, cost codes such as the top-level Human Resources code of 50 need to the parent code of that part of tree.  “Company” cannot.

      When users generate the reports, they want to be able to choose “50” and generate it for the EMEA companies.  Later, they want to generate the data for “50” for APAC.

      EMEA, APAC, and the Americas are regions containing, again, GP companies.  Is it possible to construct such a tree?

      Thank you!

      John

      ——————————
      John Ellis
      Financial Systems Manager
      HireRight, LLC
      Irvine CA
      ——————————

    • Derek Krebs

      Member

      February 17, 2017 at 1:17 AM

      Hi John,
      Yes you can create several tree scenarios of Company and Center.  I believe tree 2 is what you may want where you can add more companies and subtotals/summary units for EMEA and APAC.  I wish you could wild card the company but you can not so you will have separate tree units for each Company and Center combination.  You also can use Excel to mass product these and even copy/paste/replace in Mgt Rpt too.

      Tree 1:
      Summary of All
           Company 1 summary
                Comp 1 – Dept A
                Comp 1 – Dept B
          Company 2 summary
                Comp 2 – Dept A
                Comp 2 – Dept B

      Tree 2:
           Dept A summary
                Comp 1 – Dept A
                Comp 2 – Dept A
           Dept B summary
                Comp 1 – Dept B
                Comp 2 – Dept B

      ——————————
      Derek Krebs, Sr Consultant at the MSX Group
      Derek.Krebs@MSXGroup.com

      Specializing 100% in financial reporting & budgeting applications: Microsoft Management Reporter & Forecaster, MSX Prospero, and other 3rd party BI products.

      Management Reporter and Forecaster User Forums are March 14th and 15th http://www.msxgroup.com/user-forums

      Also, see our new Prospero offering for GP – Your new replacement for Management Reporter and Forecaster – Financial Reporting and Budgeting, all in one application.
      http://www.msxgroup.com/ProsperoGP

      ——————————
      ——————————————-

    • Carol Rogne

      Member

      February 17, 2017 at 11:05 AM

      Hi John,

      I would have to really look at your chart of accounts, but my thought would be to build a tree that represents your company segments and your cost center segments.   Then, once the tree is built, you can add insert nodes into the tree to represent the grouping you want and then, group the individual segments under that node, any way you want, by dragging the segment to the node and then demoting them.

      I am travelling, but feel free to e-mail me or call.   crogne@dfcconsultants.com
      701-281-6112

      Carol Rogne

      ——————————
      Carol Rogne
      President
      DFC Consultants, Ltd.
      Fargo ND
      dfcconsultants.com
      ——————————
      ——————————————-

    DSC Communities replied 7 years, 3 months ago 1 Member · 0 Replies
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