Ideas for Acumatica

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Drill down in amount within ARM by the levels of the Unit Set

Currently, if I am looking at the top line of a report in ARM and click on an expense amount, I might get a very large number of pages of detail behind that number.  It would be useful to be able to drill down by the levels of the Unit set.  So I could decompose that expense account first into my regions (say a $10,000 balance into $4,500 in region 1 and $5,500 in region 2) then regions into districts (Region 2's $5,500 into $3,000 in district A and $2,500 in district B) and then districts into departments (District A's $2,500 into $800 in Admin and $1,700 in Sales).

 

I can use the Unit Sets to select a level but then I only see that level, there isn't the context of multiple levels.

 

This was done very well (and was very popular) in the FRx report writer.

  • Guest
  • Sep 7 2017
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