You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Apply customer hierarchy to receivables subject areas

edited Feb 6, 2020 6:05PM in Reporting and Analytics for ERP 1 comment

Summary

We are trying to build reports from the Receivables subject areas that can rollup values based on the CDM Customer Hierarchy

Content

We have established hierarchies for Customers in Customer data management.

In Sales subject areas such as "Sales - CRM Customer Overview" or "Sales - CRM Sales Account Resources", the customer hierarchies are defined in the model.

We would like to do the same thing with Receivables subject areas.  Is there a way to build reports that combine the subject areas?

And also, are there any Receivables subject areas that contain this attribute.  I have looked, but I cannot find any.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!