Has anyone figured out how to restrict a column datasource for a specific segment of the subaccount? We have a client with a 4 segment subaccount and they want to break out columns of the financial statement based on specific values of the 4th segment. I have tried various different possible wildcard characters in the subaccount string for the first 3 segments but it keeps returning nothing when run like that.
Solved
Column restriction in column layout by last segment of a subaccount
+14Best answer by DavidEichner
Solution identified. The issue was that I was trying to use ? in both the beginning and ending subaccount. The wildcard approach only works if you only populate the beginning subaccount with the wildcards leaving the ending subaccount empty. Acumatica should probably document that in their documentation.
Alls well that ends well. :)
Thanks for everyone’s help!
David
+4
+20Hello
Question marks typically work for displaying financial reports by some segment of the Subaccount. Here is an example shown in version 2026 R1.
In this example, I’d like to include in my report all Subaccounts with “LE” in positions 2-3 of the Subaccount.
We can include multiple subaccount values, separated by a comma. I’m showing a Row Set filter, where you will enter similar filters in your Column Set.
HTH,
Laura
+14Solution identified. The issue was that I was trying to use ? in both the beginning and ending subaccount. The wildcard approach only works if you only populate the beginning subaccount with the wildcards leaving the ending subaccount empty. Acumatica should probably document that in their documentation.
Alls well that ends well. :)
Thanks for everyone’s help!
David
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