I have such a companies tree:
1 head company: head
several children companies: child 1 - child 4
they have inherited chart of accounts and that’s whay I can make consolidated report for all of them and for everyone selected.
but, they have distinct sales channels (sales options) , which must also be calculated, for example:
child 1 has delivery option
child 2 has delivery and bakery sales option
head has bakery sales option
and all of them instead of head have retail sales option
the reports needed:
I need to be able to make consolidated report for all of them in all ways - to see overall results
I need to make consolidated report for all of them in specified sales channels - to see comparative results
I need to make reports for all companies filtered and summed by sales channels - to see specified results
the question sounds like that:
what instruments in ERPnext can be used to make such reports at the same time (cost center, finance book or maybe smth like that)
and if it is possible, then I’d be very thankfull, if such solutions someone can provide with examples of implementation, cause I’ve already had blown my head with thinking of them.
Yes, I have such feature, but I cant figure, how can I use it in consolidated reports, cause it is not present in filtering of that reaports.
If you know, how to enable it there, I would be appreciate for explanation )
add one sales channel field into sales order, delivery note and sales invoice, populate it based on other existing field(derivation) or manually input from sales order, then auto copy to delivery note and billing
add this new sales channel field in the register report
Thanx, but I think, that not
This accounting dimensions feature can’t be assigned, when consolidated reports are built.
It was the first , where I looked for solution.
At this moment I’m trying to make advantage to standard consolidated report by adding dimension filtering.
If I success in it, I’ll share the result here.
If no, I’ll come here anyway for help