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How to capture Previous year balances based on the period parameter.

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Hi Experts,

We have a requirement where we need to capture below mentioned information based on the period parameter from "Fixed Assets - Asset Transaction Real Time", "Fixed Assets - Asset Depreciation Real Time", "Fixed Assets - Asset Balances Real Time".

  1. Previous Year Current Cost as of 31/12 previous Year. E.g. if the report runs with parameter = Feb-22, this amount must be as of 31/12/2021
  2. Current Year Revaluations. Total cost of revaluation transactions occurred on the Asset - Amount where transaction date = > 1/1/current year

Any pointers on this are highly appreciated.

Thanks,

Praveen Gollu

Answers

  • CraigX
    CraigX Rank 1 - Community Starter


    Praveen Gollu-Oracle were you able to resolve this, I am having the same issue. Even when I create a report using the category "Fixed Assets - Asset Balances Real Time" to mirror the seeded report Cost Summary Balance" the balances does not comes back to the seeded report.

    Is there a specific way to get the period, quarterly data? I am not sure why the balances arent coming back