Hello ARM Experts,
I have come across a situation in ARM that have not been able to find a way to overcome the challenge. Here is the scenario:
In a single tenant I have quite a few companies and branches that their “Fiscal Year End” falls into different calendar months. Almost every month I have a company with “Fiscal Year End”. So, our master calendar is set up to be Jan through Dec. In my report “Unit Set” I have created all my companies and branches as per their hierarchy. Everything works just fine with one caveat. I can not manage to display the “Calendar Date Equivalent” of “Financial Period” of each “Unit” on the report header.
As you know when we run the ARM report (24R2), we can opt to run the report either by company’s “Financial Period” or “Master Calendar”. When we use the “Master Calendar”, the data is retrieved from beginning of the “Calendar Year” through the “Start Period” selected in the ARM report. Take this for example. If a company “Fiscal Year End” is Oct 31, when we set the “Start Period” to 12-2024 two scenarios can happen:
- If “Master Calendar” is selected, then data is retrieved from 01-2024 through 12-2024 on YTD basis.
- If “Master Calendar” is not selected, then data is retrieved from 11-2023 through 10-2024 as Acumatica will consider the 10-2024 the equivalent of the 12th “Financial Period” of the 2024 fiscal year for this company.
We have a tendency toward using the second option that has been around for some time now and it simply pulls the data as of Nth Financial Period of all companies making their comparison easier. If “Master Calendar” is selected, then the Report Date printed on top of the report is correct as it represents the “Calendar Period”. In the above example it is printed December 31, 2024.
The problem surfaces when “Master Calendar” is not selected. In the same example, the date printed on top of the report should vary by the selection each “Company” from the “Unit Set”. In the above example, the date should be offset to be displayed as October 31, 2024 when 12-2024 is entered as “Start Period” and “Master Calendar” is not selected. How I can get this to work?