Account Schedule Format

Hi, Can anyone tell how can I have an Account Schedule like foolowing: Account Amount % Revenue 300000 100 - Direct Cost 90000 30 - Indirect Cost 60000 20 - G & A Expenses 120000 40 Net Income 30000 10 How can this percentage be brought ??? Thanks & Regards Devinder Sareen [8D]

Hi, You need to customize Account Schedule. I did it for one of my client long back. I forget the logic how I did it.

Hi Devinder, Maybe you can export to excel & add formula to calculate that. Woody [:D]

Hi, You do not need additional functionality. On AS lines add additional line with Totalling Type = Set Base for Percent Then On Colum Layout create 2 Colums: AMOUNT - with Colum Type Net Change PERCENT - with Colum Type Formula and Formula = AMOUNT%

Hi Devinder, Did you manage to create the schedule as Valentin wrote? I didn’t [:D]. If yes, could you be a bit more specific, especially about the ‘Totalling Type = Set Base for Percent’ part?

Hi, Cronus Company has Account Schedule ‘INCOME’ with colum layout ‘PTD+YTD+%’.

Valentin, I think you explain the calculation of the difference between column 1 and 2 as a percentage. I know how to do this. But the question was, how to calculate the share of a value in a range of values as a percentage, where the amounts are on different lines. i.e.: Sales = 1000 = 100% COGS = 800 = 80% Gross Margin = 200 = 20%

Hello! “Set Base for Percent” ist only a local US - Functionality. I asked Microsoft for implementing that in all countries, but they aren’t going to do it. You need the US codeunit 8 and Table 85…

Thank you very much for this information. I will contact my NSC.

quote:

“Set Base for Percent” ist only a local US - Functionality. I asked Microsoft for implementing that in all countries, but they aren’t going to do it. You need the US codeunit 8 and Table 85…

Hi Karin, I just got a message from my NSC that if I could send them the US objects, they will probably be so kind to customize my local version [V]. I read another thread were you asked for the US report, in order to customize it yourself. Were you succesfull? I would also be glad if I could obtain the German version, because my colleagues in Schwenningen are also using Navision and I could easily test it in their database. Mit freundlichen Grüßen aus Doetinchem, Michiel

Hello Michiel! I’ve soved it in the following steps: Table 85: Add “Set Base for Percent” to the Option String of Field “Totaling Type” and compile also Form 104 Account Schedule. Then You import US - Codeunit 8. If your NSC does’t want to give it to you, i can send it (send me a Message) In the account schedule you have to insert one line, where you choose “Set Base for Percent” and the Row No, you want for Percent Base