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Consolidate Financials - Including the parent company's financials.

  • July 16, 2025
  • 4 replies
  • 40 views

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We currently have consolidated financials setup so that company’s BLC and BBLPMC are included when running financial reports for company BLLLC. We also need company BLLLC to be included in these financial reports, but they are not being included. 

 

I took a look at how the Unit Set is currently defined and it shows the following:

Do I just need to add the parent company to the value to include it withing the consolidated reports like so? 

Am I going down the correct path with these changes or is there more that I need to do have data from all three companies within the consolidated reports?

Best answer by jsieber

I got this figured out by correctly setting up my Unit Set. I needed a record for each company with the correct datasource and then a record that used the values of each added together.

4 replies

mblassingame35
Semi-Pro II
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You are going down the right path. You would need to add it to the areas where you see the other two already. 


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  • Author
  • Jr Varsity III
  • July 17, 2025

Adding @BLLLC to the value throws the following exception: 

The expression contains the '@BLLLC' object that is not defined in the current context.

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  • Author
  • Jr Varsity III
  • Answer
  • July 17, 2025

I got this figured out by correctly setting up my Unit Set. I needed a record for each company with the correct datasource and then a record that used the values of each added together.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • July 17, 2025

Thank you for sharing your solution with the community ​@jsieber!