Unit Sets

Form ID: (CS206030)

To define what data will be displayed in each analytical report and how it will be organized, you need to define the row set and column set; optionally, you can define the unit set. Unit sets are used to organize the report structure when the groups of rows and columns included in the report use data from different data sources, or when formulas must be applied to calculate the report values based on the data from the particular groups of columns and rows. For more information about the unit sets, see Unit Sets.

The Unit Sets form, which is part of the Analytical Report Manager in MYOB Acumatica, displays the unit sets defined for the analytical reports. You can view or modify existing unit sets, create new unit sets, and delete any unit sets. For each unit set, define the units to be available for the analytical report and provide the unit description.

Form Toolbar

The form toolbar includes the buttons described below.

Button Description
Copy Unit Set Initiates copying of the selected unit set configuration. If you click this button, the Copy Unit Set dialog box opens, where you can enter the new unit set code and its description.

New Unit Set Dialog Box

This dialog box opens when you click Add New Record. You specify the code, type, and the description of the new unit set.

Element Description
Unit Set Code The unique code used to identify the unit set. You can use up to 10 alphanumeric characters.
Type

The data source of the unit set. Select one of the following options:

  • GL: The General Ledger is used as the data source.

    The data is retrieved from the GLHistory table.

  • PM: Projects is used as the data source.

    The data is retrieved from the PMHistory table joined with PMBudget. One of the join parameters is InventoryID, which serves as an input parameter of the data source. If PMBudget contains no records with the InventoryID value that matches PMHistory, the system returns zero for the corresponding budget amounts.

    When Projects is used as the data source, the starting and ending periods in the Period box list the financial periods according to the master financial calendar. For more information about the Master Financial Calendar, see Master Financial Calendar.
Description The descriptive name of the unit set.
This dialog box has the following buttons.
Save Creates a new unit set and closes the dialog box.
Cancel Closes the dialog box without creating a new unit set.

Copy Unit Set Dialog Box

This dialog box opens when you click Copy Unit Set on the form toolbar. You specify the code and its description for the new unit set.

Element Description
New Code The code used to identify a new unit set.
Description The descriptive name of a new unit set.
This dialog box has the following buttons.
Save Creates a new unit set and closes the dialog box.
Cancel Closes the dialog box without creating a new unit set.

Summary Area

The units in the unit set are arranged hierarchically and displayed in a tabular format in the Units table. You can add a unit to the set or delete an existing one. Use the buttons on the table toolbar to move a unit to an internal or external node. You can specify or modify a unit's properties by using settings on the right of the Units table.

The table toolbar includes the buttons described below.

Table 1. Table Toolbar
Button Description
Move to External Node Moves a unit to an external node.
Move to Internal Node Moves a unit to an internal node.
Table 2. Summary Area Elements
Element Description
Code The unique code used to identify the unit. You can use up to 10 alphanumeric characters.
Description The descriptive name of the unit.
Calculation Formula The formulas to be used to calculate the values to be used in this unit. You can create a formula to define the value and use parameters in the formula you define. You click the pencil in this box to view the Value dialog box. To specify a value, enter it in this box. For more information about formulas, see Formulas.
Table 3. Data Source Section
Element Description
Ledger The ledger to be used as the data source.
Account Class The account class to be used as the data source.
Account The starting and ending accounts in the range of account numbers to be included in the analytical report.
Subaccount The starting and ending subaccounts in the range of subaccounts to be included in the analytical report.
Amount Type

The amount type to be used to calculate the values in the report. Select one of the following options:

  • Not Set: No specific amount type is defined for the report.
  • Turnover: The turnover amounts are included in the report.
  • Credit: The credit amounts are included in the report.
  • Debit: The debit amounts are included in the report.
  • Beg. Balance: The beginning balance amounts are used in the report.
  • Ending Balance: The ending balance amounts are used in the report.
  • Curr. Turnover: The turnover amounts in a foreign currency are included (retrieved from the denominated accounts).
  • Curr. Credit: The credit amounts in a foreign currency are included (retrieved from the denominated accounts).
  • Curr. Debit: The debit amounts in a foreign currency are included (retrieved from the denominated accounts).
  • Curr. Beg. Balance: The beginning balance amounts in a foreign currency are included (retrieved from the denominated accounts).
  • Curr. Ending Balance: The ending balance amounts in a foreign currency are included (retrieved from the denominated accounts).
Expand An option that determines how data will be displayed. You can select one of the following options:
  • Nothing: The data related to the selected range of accounts and subaccounts will be displayed in a single row.
  • Account: The data for each account in the selected range will be displayed in a separate row. This increases the number of rows in the report.
  • Sub: The data for each subaccount in the selected range will be displayed in a separate row, increasing the number of rows in the report.
Company The company to be used as the data source.
Branch The starting and ending branches in the range of branches to be included in the analytical report.
Period The starting and ending financial periods in the range of periods to be used in the analytical report.
Offset (Year, Period) The offset from the starting or ending financial period (or both of them) specified in the Period box. Examples:
  • If you set the value to -1 for the ending period, the ending period shifts one period back from the specified ending period.
  • If you set the value to 2 for the starting period, the starting period shifts two periods forward from the specified starting period.
Table 4. View Condition Section
Element Description
Printing Group The printing group that includes the unit. If you specify a printing group, the data from these units will be printed only in the rows and columns that have the same column group and printing group value.