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Financial Report Enhancement

Goal: Functional

Sponsor: Trek Global

Description:

  1. Add include no transaction source account option for the existing list source accounts flag.
  2. Add percentage calculation for column value against calculated line value.

Include No Transaction Sources​

NF001 FinancialReport ListSourcesXTrx

  • New Flag added for the "List Sources" flag. When checked, the generated report will include sources account that have no transaction. :

NF001 ListSourcesXTrx Sample

Percentage for column value against calculated line value​

Single Line Value​

NF001 ReportColumn PercentageOfLine Single

  • One report line name for operand 2. The percentage calculation will get the operand 2 value from the report line that match the value in "Operand 2 Line Name" instead of from the same report line.

  • Sample:

NF001 Single Percentage Sample

Multiple Line Value​

NF001 ReportColumn PercentageOfLine Multi

  • Multiple report line name for operand 2, separated by comma. For each report line name, it defines the report line that the operand 2 value should comes from and the range of line included for the percentage calculation.

  • Sample ( red is the "Sales" range and blue is the "COGS" range ):

NF001 Multi Percentage Example

Technical Info: IDEMPIERE-673 IDEMPIERE-674 IDEMPIERE-726

Source: Wiki