Hi Acumatica!
Can anyone share a GI with Budget amounts by subaccount X period X GL account?
Actual amounts would be great too.
Thank you!!
Answer
Budget by Period and Subaccount
Best answer by smuddurthi81
You can get Budget by Subaccount × Period × GL Account from the GLBudgetLine table. That table already stores the Budget Ledger, Financial Period, Account, Subaccount and the budget amounts.
If you want Actuals in the same GI, you can join GLHistory to it using:
LedgerID
BranchID
AccountID
SubID
FinPeriodID
GLBudgetLine gives you the BudgetAmt and GLHistory gives you the ActualAmt for the same period/account/sub combination.
With those two tables you can build a single GI that returns something like:
FinPeriod — Account — Subaccount — BudgetAmt — ActualAmt
Just filter GLBudgetLine.LedgerID to your Budget ledger so that you don’t get numbers from actual ledgers mixed into the budget side.
If needed you can also join Account/Sub tables just for display names. No customization required — all of this works with a standard GI.
NM
You can get Budget by Subaccount × Period × GL Account from the GLBudgetLine table. That table already stores the Budget Ledger, Financial Period, Account, Subaccount and the budget amounts.
If you want Actuals in the same GI, you can join GLHistory to it using:
LedgerID
BranchID
AccountID
SubID
FinPeriodID
GLBudgetLine gives you the BudgetAmt and GLHistory gives you the ActualAmt for the same period/account/sub combination.
With those two tables you can build a single GI that returns something like:
FinPeriod — Account — Subaccount — BudgetAmt — ActualAmt
Just filter GLBudgetLine.LedgerID to your Budget ledger so that you don’t get numbers from actual ledgers mixed into the budget side.
If needed you can also join Account/Sub tables just for display names. No customization required — all of this works with a standard GI.
Suryanarayana
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