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Account Summary Customization for Screen GL401000

  • 22 August 2022
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Hi,

I tried to customize the Account Summary screen (GL401000) by adding an extra financial period field to the header without success. I want to add a period to and from field so I can run the Account Summary by a date range versus one period. What is the correct way to add this customized field or it cannot be done without a change to the code? Let me know. I tried to publish multiple customizations but it failed each time. Here is the screen shot. I want to add another Period Field. Let me know.

 

 

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Best answer by Dmitrii Naumov 26 August 2022, 21:49

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Dmitrii Naumov
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There are couple of issues with that requirement. 

  1. What system behavior do you expect after adding this field? Currently the system shows Account Balances to the end of specified period. What would the new business logic be? It’s not clear. 
  2. The logic behind the calculation of the Account balances here is quite complex. Adding the field is like 1% of complexity of what you actually would need to do to change the behavior of that screen. And it’ll require a ton of code.
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Hi Dmitrii,

 

Thanks. That is what I thought. 

Thank you,

Frances Pantelidakis

 

 

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