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以Date Formula顯示十二個月中每個月的餘額


如想多參閱方程式,可瀏覽以下連結:
https://docs.microsoft.com/en-us/dynamics365/business-central/bi-how-work-account-schedule

3) 創立會計行程

  1. 前往Account Schedule Page,在Action Bar按<New>
  2. 在新的會計期間,填寫名篇與描述
  3. 選擇默認的column layout
  4. (選擇性)如果需要,可按維度為過濾器帳戶計劃分配分析視圖。

選擇要復制的帳戶計劃,在action bar選擇Process > Copy Account Schedule

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設立基額成本的過濾

  1. 選擇一個會計期間然後按 Process > Edit Account Schedule.
  2. 使用個人化的功能去添加基壓成本
    • Global Dimensions – 所需的列長期存在 
    • Other Dimensions –只會存在於有分析視圖的會計期間

3. Select a line then enter the dimension value in the dimension column. 選擇一行, 然後在dimension輸入數值

Steps for filter a column layout by dimension.

  1. Select an account schedule and then select Process > Edit Column Layout Setup.
  2. In the Name field, select an existing column layout or create a new one.
  3. Use the personalize function to add the column for Dimension.
  4. Select a line then enter the dimension value in the dimension column.

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