Our segments are NNN-DD-PPP-CC where N are the natural accounts, D are the departments, P are the Products Categories, and C are the Product sub classes.
Our chart of accounts for revenue looks something like this:
400
400-D1
400-D1-PCat1
400-D1-PCat1-ClassA
400-D1-PCat1-ClassB
400-D1-PCat1-ClassC
400-D1-PCat2
400-D1-PCat2-ClassA
400-D1-PCat2-ClassB
400-D1-PCat2-ClassC
.... and so on
I can create a financial revenue report where I roll up revenue across product categories with the rollup mask 111-11-111-**. This gives me:
Product Category 1: Aggregate Total across all classes...
Product Category 2: Aggregate Total across all classes...
Product Category n: Aggregate Total across all classes...
But in some scenarios, I also want to report by Product Sub Class. So I want to see aggregate totals for ClassA across all Product Categories. Naturally, I can just select the appropriate segment and see the totals for just that one segment, but I'd like the report aggregated much like the Product Categories aggregation:
Class A: Aggregate Total across all product categories...
Class B: Aggregate Total across all product categories...
Class C: Aggregate Total across all product categories...
I can't do a rollup of 111-11-***-11 as the asterisks must be trailing.
So my question: If I have Segments A, B, and C, and in that order, I can easily aggregate all the C items into a B category, but can I aggregate all the B items into a C category???
We sell gas in a container. So we sell gases Oxygen and Nitrogen. And those gases are sold in Milk Cartons versus Coffee Cups. I want to be able to analyze revenues by container - how do coffee cups perform versus milk cartons (regardless of gas). But I also want to be able to analyze revenues by gas - how does Oxygen sales perform versus Nitrogen sales, regardless of what container it was sold in. Here, the problem is clearly that the B and C portions of the segment hierarchy are interchangeable and there are reasons that I may want to report aggregates on either. But it seems that Sage 50 forces you to pick on hierarchy and limits the reports in that fashion?
