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How to add standard field into ARM report?

  • September 12, 2023
  • 4 replies
  • 141 views

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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

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

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4 replies

Laura02
Captain II
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  • Captain II
  • 3132 replies
  • Answer
  • September 12, 2023

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


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 711 replies
  • September 12, 2023

@yansiongyu54 To add to what @Laura02 mentioned, there is no default value for the Tax Registration ID, so there is not an option of using one of the GetDef functions.

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.


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  • Author
  • Freshman I
  • 16 replies
  • September 13, 2023
Laura02 wrote:

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 @Laura02 , Thank you for your solution, can you please provide an example on how to setup the unit sets to let it appear in the header of the report?  I have tried to create a simple unit set, but when use the parameters-@UnitText, it shows empty.


Laura02
Captain II
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  • Captain II
  • 3132 replies
  • September 13, 2023

Hello @yansiongyu54 ,

Here is an example Unit Set with a Pointer showing Unit Text Field (Description) with fake “tax id” added by me:

From Acumatica Demo

Laura


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