Open Forum

Expand all | Collapse all

Segment ID's For Consolidating Reports

  • 1.  Segment ID's For Consolidating Reports

    Posted 24 days ago

    Hello,

    I am trying to create consolidating financials, and one of the companies that needs to be included was very recently integrated into our version of Great Plains.  However, I when I add this company to existing consolidated reports, only 0's generate.  I noticed the Segment ID's are not the same, but I am not sure if this is the issue or how to change them.  The company I am running the consolidated reports has
    "Company/Account/Account Category" and the company I need to include is "Segment1/Segment2/Account Category".  Any advice would be greatly appreciated.




    ------------------------------
    Evan Ross
    CCI
    Chicago IL
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Segment ID's For Consolidating Reports

    TOP CONTRIBUTOR
    Posted 21 days ago
    @Evan Ross,

    You need to change the names of the segments in the new company to match the MR report. You can do so in Financial Setup under Segments. All you need to do is change the labels for the segments, however, you need to be the only one in that Company ​or you will be prevented from doing so. Also, make sure that the segment that you designate as Main is the same in all companies.

    ------------------------------
    Barbara Gavron
    Atlantic Beach / Jacksonville FL
    904-536-0129
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Segment ID's For Consolidating Reports

    Posted 19 days ago
    Thank you Barbara!  That worked perfectly!

    ------------------------------
    Evan Ross
    CCI
    Chicago IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Segment ID's For Consolidating Reports

    SILVER CONTRIBUTOR
    Posted 21 days ago
    Edited by Pierre Deschênes 21 days ago

    Hi Evan

    You must make sure that all companies that you want to include in your consolidated report have the same segment names, to do so you must go in each company and make the change in Administration >> Setup >> Company >> Account Format



    ------------------------------
    Pierre Deschênes
    Groupe Dynamite
    Montréal QC
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Segment ID's For Consolidating Reports

    Posted 19 days ago
    Thank you Pierre!  I will be sure to make sure they match in the future.

    ------------------------------
    Evan Ross
    CCI
    Chicago IL
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Segment ID's For Consolidating Reports

    SILVER CONTRIBUTOR
    Posted 21 days ago
    And on what Barbara Gavron said, make sure the name is spelled exactly the same​, including capitalization.  MR can be very persnickety for this purpose.

    ------------------------------
    Lucy Shows
    director of budgeting and decision support
    Hattiesburg Clinic P.A.
    Hattiesburg MS
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Segment ID's For Consolidating Reports

    SILVER CONTRIBUTOR
    Posted 20 days ago
    Talk to Derek Krebs or Noah Mosely at MAX Group, they are excellent with management reporter and consolidations. Check the segment names, they have to be EXACTLY the same, including capitalization and any spaces.​

    ------------------------------
    Lucy Shows
    director of budgeting and decision support
    Hattiesburg Clinic P.A.
    Hattiesburg MS
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 8.  RE: Segment ID's For Consolidating Reports

    SILVER CONTRIBUTOR
    Posted 19 days ago
    MSX Group, not MAX Group.  Fingers slipped on the keyboard!​

    ------------------------------
    Lucy Shows
    director of budgeting and decision support
    Hattiesburg Clinic P.A.
    Hattiesburg MS
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role