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Sage Intelligence Report Designer Consolidation Fiscal to Calendar

Posted By KathyW over 1 year ago

Would it be possible within Report Designer to add a conversion field of Fiscal to Calendar?

If 2 UDF's were added to Fiscal Year Maintenance for each period noting the calendar year and period, could they then be used in consolidated financials?

situation: I have say 5 companies to consolidate.

3 are Calendar; 2 are different Fiscal Years.

would there be a way to add these UDF's in the connector and use them to consolidate?

0 Doc102208 over 1 year ago

Could you post screen shots of the Fiscal Year Maintenance for the "Fiscal" year companies?
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0 Doc102208 over 1 year ago

Had some time and wanted to see if I could get the Sage Intelligence to show a Fiscal Year GL as a Calendar year.

I changed the Period & Year data fields in the Container using SQL to make it work.

Being a Consolidated report I needed too add a check for the Company Code and it will leave the Calendar Year Co's alone.

So yes it can be done.
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0 StevePavell 4 months ago

I use Excel functions to convert a date to the fiscal year and period. If you want to consolidate multiple companies each with a different FISCAL year, that is possible but definitely makes the report design / development more complex.
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0 Doc102208 4 months ago in reply to StevePavell

Need to put some sort of check on the Co Code
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Sage Intelligence Report Designer Consolidation Fiscal to Calendar

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