View Summary of Accounts with drill down options via Account Rollup Inquiry | onza blog

Amanda Wong explains how to View Summary of Accounts with drill down options via Account Rollup Inquiry

Create Your Own Inquiry—Account Rollups and Dynamics GP | Dynamics GP Insights

Christina Phillips shows how to Create Your Own Inquiry—Account Rollups and Dynamics GP

Account Rollup Inquiry in Dynamics GP

Siva visits one of my favorite subjects, Account Rollup Inquiry in Dynamics GP

Account Rollup – Getting the combined balance on a range of accounts

I love it when folks provide another take on a great feature. Account Rollup is one of my favorite GP features that no one seems to know about, that’s why it got highlighted in the 50 tips. Ian takes his own look at Account Rollup – Getting the combined balance on a range of accounts at  DynamicsGP.ie.

Weekly Review: Dynamics GP Budget vs. Actual on Steroids

Dynamics GP does a pretty good job of getting you Budget vs. Actual info for a single account or via a report, for a complete range of accounts. But what if you want an uneven range? What if you don't want the hassle of running a report every time you want to see Revenue vs. Budget for a range of revenue accounts? Surely don't want to take the time to run an FRx report just for that!

If that's the case, it's Account Rollup to the rescue. In Account Rollup you can specify that you want 2 columns. That one column should be Actual and another Budget. When you select a budget column, you also select which budget you want to use.

From there, simply select the accounts you want using any of your segments or segment value combinations. Revenue for one account across all segments? no problem. Revenue for one segment across all natural accounts? sure.

To be clear, you can compare multiple budgets, perform calculations, compare to last year, etc. I continue to be amazed at both the uses for Account Rollup and the number of people who don't know it's in the product. For more info, there's also my original post on using Account Rollup.

Originally Posted by Mark at 3/26/2007 03:59:00 PM

Account Rollups in GP

Frank Hamelly takes on Account Rollups and Fruit Rollups in Dynamics GP. I disagree with Frank, I prefer Account Rollups. Fruit Rollups are a weird consistency.

Weekly Dynamic: Budget vs. Actual on Steroids

Dynamics GP does a pretty good job of getting you Budget vs. Actual info for a single account or via a report, for a complete range of accounts. But what if you want an uneven range? What if you don't want the hassle of running a report every time you want to see Revenue vs. Budget for a range of revenue accounts? Surely don't want to take the time to run an FRx report just for that!
If that's the case, it's Account Rollup to the rescue. In Account Rollup you can specify that you want 2 columns. That one column should be Actual and another Budget. When you select a budget column, you also select which budget you want to use.
From there, simply select the accounts you want using any of your segments or segment value combinations. Revenue for one account across all segments? no problem. Revenue for one segment across all natural accounts? sure.
To be clear, you can compare multiple budgets, perform calculations, compare to last year, etc. I continue to be amazed at both the uses for Account Rollup and the number of people who don't know it's in the product. For more info, there's also my original post on using Account Rollup.