Hi, I need to do some enhance in ARM report, previously we use the switch function to insert each value manually to display the branch name + Tax registration ID, is there any other ways we can auto retrieve the data from the fields?
Best answer by Laura02
View original
+18
Hello,
Without customization there is no feature or function of ARM reports in Finance module that will display your companies’ tax ids on financial reports.
Please consider using the Unit Set with your reports. You can enter Company Name with Tax ID on the nodes of the Unit Sets. I demonstrated use of Unit Sets in this post yesterday:
After the Tax id Is added to all company nodes of the Unit Set, add @UnitText to the Headings in your Report Columns, to show Company Name with Tax ID automatically.
Laura
+4
This can work with other areas where default values are populated, unfortunately Tax Registration is not one of them, though Laura’s recommendation is quite stellar.
Hello,
Without customization there is no feature or function of ARM reports in Finance module that will display your companies’ tax ids on financial reports.
Please consider using the Unit Set with your reports. You can enter Company Name with Tax ID on the nodes of the Unit Sets. I demonstrated use of Unit Sets in this post yesterday:
After the Tax id Is added to all company nodes of the Unit Set, add @UnitText to the Headings in your Report Columns, to show Company Name with Tax ID automatically.
Laura
Hi
+18
Hello
Here is an example Unit Set with a Pointer showing Unit Text Field (Description) with fake “tax id” added by me:
Laura
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