Override function to SUM function

Problem Statement:

We develop a table setting out the results of transactions per code type across multiple categories (AP, AR, GL. etc). The results are calculated from detailed transactions . The customer process dictates that the amounts determined should allow for overrides to assign the amounts (all or a portion) to another area within the same code e.g. Code BO87 from AR to AP on the same code using an override column per category

The underpinning formulas are:

Requirement:

The Override column must enable user inputs (overrides) and the results has be recalculated.

The layout and results does not allow for manual input

Accepted answers

All comments

Misbah

@Roelofg

Your selection has to be at a granular level in order to input any value into the system. Click on Profit Center Group and P Currency Dimensions and select the most granular level in both the dimensions. That should let you input any numbers into the Overrides.

Thanks,

Misbah

Roelofg

Thank you Misbah.

That is a solution and i tested it.

You identified the key challenge. The underlying BU's transactions are rolled up but the adjustments need to happen on the consolidated level.....

Would it help to develop a "interim module" at highest roll-up level?

I will play around. Tx

Roelofg

Solution

I created a second module surmise the results at an higher level.

That allow for overrides at the highest level.

Thank you all

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