How to pick up the balance from a previous month

neg177
Super Contributor

How to pick up the balance from a previous month

Hi,

 

We are trying to pick up a Line Item Balance from the previous end of the month. For example, for the month of Feb, need to see the ending balance that is at the end of January. 

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Accepted Solutions
AntonMineev
Certified Master Anaplanner

You are welcome. if my answer helped you, please mark it as a solution.

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3 REPLIES 3
AntonMineev
Certified Master Anaplanner

Hi @neg177!

Do you use custom time or no?

Classic solution with native time:

1. You calculate CB on month (OB + Movements).

2. You calculate Opening Balance use PREVIOUS(CB) formula.

 

This formula take amount from previous month from needed LI.

neg177
Super Contributor

ok, Thank you 

AntonMineev
Certified Master Anaplanner

You are welcome. if my answer helped you, please mark it as a solution.