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Filtering by Company

Created by Damien Zwillinger, Modified on Mon, 04 Sep 2023 at 03:07 AM by Damien Zwillinger

Applies to:

  • Velixo NX
  • Velixo Classic
  • Acumatica, Cegid XRP Flex, MYOB Advanced


Overview

A common need is to filter our financial results by company

company_filter1.png


For example, this Acumatica tenant includes three companies:

Revision Two Capital, Revision Two Products, and Revision Two Services...


Since the Velixo functions support filtering by Branch (rather than by Company), let's look at how to find a company's financial results


How-to

By going to the Branches screen within Acumatica, we can see that our tenant has a total of 5 branches:

company_filter3.png


The company "Revision Two Products" is composed of two branches: Products Retail and Products Wholesale - and we can see the Branch ID for each of those.

By including those Branch IDs (PRODWHOLE and PRODRETAIL) within our Velixo report, referring to those Branch IDs within the Branch filter of our Velixo functions...



company_filter4.png


...we are able to separate the results by Company.

We can also accomplish this without listing the branches. We simply need to use the Company ID with the BRANCHLIST function within our other function:


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