HI! I don't know if I can do this. We have a lot of unit numbers. When I expense an invoice, is there anyway to assign that expense to a unit? We have about 75 units, but all go to the same g/l. I do not want a new g/l per unit. Any ideas?
HI! I don't know if I can do this. We have a lot of unit numbers. When I expense an invoice, is there anyway to assign that expense to a unit? We have about 75 units, but all go to the same g/l. I do not want a new g/l per unit. Any ideas?
You could create a UDF and assign the unit number to the UDF. Then do reporting on the UDF.
Awesome! I will try that. Thanks so much for the suggestion :-)
Awesome! I will try that. Thanks so much for the suggestion :-)
Dumb question..... so i created the UDF, entered my unit numbers as a drop down, but i can't seem to figure out how to report on the UDF. when i create a report in crystal reports, i am not getting anything. (i entered a few test invoices so i had some information in the udf field) i may be messing up on the data source ??
Did you make sure the UDF flowed to the history file?
I am not sure how to do this. i will have to find something online that marks out the steps for me, as this is all something I have never done before. Thank you so much for your replies. The help is greatly appreciated!!
1) Create a UDF in GL_DailyPosting that pulls from the UDF you created in the GL entry.
2) Create a UDF in GL_DetailPosting that pulls from the UDF you created in GL_DailyPosting.
Then you can do your reporting on GL_DetailPosting.
I will try this! Thank you!!!
Hi KimSage100 , if the above suggested answer helped, please do mark it as verified (by clicking the "more" button on the response) for the benefit of others in this forum :). Thank you!
I will once I get it figured.
i originally created my udf in ap. so my udf is no where to be found in gl_dailyPosting to pull data. i can't find it in the drop down list on ap daily posting work either. would you be able to point me in the direction of where i could find something i could print out and follow?
Trace backwards from your destination table, first choosing the posting object your data will flow through.
Select each one (if the data has potentially multiple paths), and review the Data Source listing.
Repeat these steps with that Data Source as the table...
...until you find the source field you want to start with.
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