Sunday, July 14, 2019

Saved Search of Monthly Depreciation per Department

User wants to see how much Depreciation was recorded under each Department per Month. The report must be shown in this format:

Suppose there are three departments namely: Department A, Department B, and Department C. Here are the steps on how to accomplish the above search:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Search type = FAM – Depreciation History.
3 .Under the Criteria tab > Standard subtab, Date and Asset Type fields can be added depending on the requirement.
4. Under the Results tab > Columns sub tab, add the following fields:

Field || Summary Type || Function | Formula || Summary Label

Date || Group || Month

Formula (Numeric) || Sum || <blank> || CASE WHEN {custrecord_deprhistasset.custrecord_assetdepartment} = 'Department A'  THEN {custrecord_deprhistamount} ELSE 0 end || Department A

Formula (Numeric) || Sum || <blank> || CASE WHEN {custrecord_deprhistasset.custrecord_assetdepartment} = 'Department B'  THEN {custrecord_deprhistamount} ELSE 0 end || Department B

Formula (Numeric) || Sum || <blank> || CASE WHEN {custrecord_deprhistasset.custrecord_assetdepartment} = 'Department C'  THEN {custrecord_deprhistamount} ELSE 0 end || Department C

5. Enter a Search Title.
6. Click Preview or Save and Run.

Note: Replace the value inside the single quotations with the name of your departments.


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