{"id":7636,"date":"2015-09-30T06:51:09","date_gmt":"2015-09-30T06:51:09","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=7636"},"modified":"2018-12-17T10:39:29","modified_gmt":"2018-12-17T10:39:29","slug":"using-the-grouping-of-companies-function-for-reporting","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2015\/09\/30\/using-the-grouping-of-companies-function-for-reporting\/","title":{"rendered":"Using the Grouping of companies function for reporting"},"content":{"rendered":"<p>Many a time we have a situation, wherein reports would have to be generated for a group of companies, or a group of sites from different companies or different companies and a combination of sites from different companies. It will be a complex grid which can be summarized in the example as below:<\/p>\n<p>We have company \u2018A\u2019, whose headquarters are in the USA. It is configured to have three different sites, A1, A2, and A3 for purchase, manufacturing and sales respectively. It has branches in China (B), India(C), Australia (D), New Zealand (E), the UK (F) and France (G). The same configuration \u2013 one site each for purchase, manufacturing and sales respectively. So, we have B1, B2 and B3 for China, C1, C2 and C3 for India, D1, D2, D3 for Australia, e1, E2 and E3 for New Zealand, F1,F2, F3 for the UK and finally G1, G2 and G3 for France.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/1.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\" size-full wp-image-7637 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/1.png\" alt=\"1\" width=\"516\" height=\"207\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/2.png\"><img decoding=\"async\" class=\"alignleft wp-image-7638 size-medium\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/2-300x130.png\" alt=\"2\" width=\"300\" height=\"130\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/3.png\"><img decoding=\"async\" class=\" wp-image-7639 size-medium aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/3-300x131.png\" alt=\"3\" width=\"300\" height=\"131\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/4.png\"><img loading=\"lazy\" decoding=\"async\" class=\" size-full wp-image-7640 alignleft\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/4.png\" alt=\"4\" width=\"349\" height=\"151\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/5.png\"><img loading=\"lazy\" decoding=\"async\" class=\" size-full wp-image-7641 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/5.png\" alt=\"5\" width=\"348\" height=\"151\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/6.png\"><img loading=\"lazy\" decoding=\"async\" class=\" size-full wp-image-7642 alignleft\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/6.png\" alt=\"6\" width=\"348\" height=\"151\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/7.png\"><img loading=\"lazy\" decoding=\"async\" class=\" size-full wp-image-7643 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/7.png\" alt=\"7\" width=\"348\" height=\"152\" \/><\/a><\/p>\n<p>As can be seen above, these facilities are in different continents of the world, and each has its own site for manufacturing, purchase and sales. The management would like to have reports which would consolidate all the purchases for all the sites, the sales for all the sites, manufacturing for all the sites, company information as per the continents and for the entire group as a whole. A pictorial representation for the requirements can be summarized as below:<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/8.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7644\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/8.png\" alt=\"8\" width=\"705\" height=\"182\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/9.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7645\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/9.png\" alt=\"9\" width=\"705\" height=\"182\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/10.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7646\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/10.png\" alt=\"10\" width=\"705\" height=\"182\" \/><\/a><\/p>\n<p>We have the continent wise break-up as follows:<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/12.png\"><img loading=\"lazy\" decoding=\"async\" class=\" size-full wp-image-7648 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/12.png\" alt=\"12\" width=\"300\" height=\"224\" \/><\/a><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/11.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7647\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2015\/09\/11.png\" alt=\"11\" width=\"667\" height=\"224\" \/><\/a><\/p>\n<p>The management would also like to have the entire group reporting as a whole!<\/p>\n<p>Sage X3 has an inbuilt feature of a grouping of companies. Using this feature, we can create reporting companies which will constitute of either the individual sites or the companies or a combination of both. The ledger used for this sites will be the analytical ledger.<\/p>\n<p>Whenever specific reports are to be generated for the above combination, we can select the above reporting companies in the report generation screen. Since the sites and the companies are linked together in the setup, the correct data will reflect in the report.<\/p>\n<p><strong>If you are looking for tailor-made features to enhance your Sage ERP X3 functionality and experience. <a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a><\/strong><strong>\u00a0<\/strong><strong>is your right choice.<\/strong><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0\u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for\u00a0<a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are\u00a0<a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a>\u00a0in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a>\u00a0and have developed add-ons such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight\u00a0<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a>\u00a0for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a>\u00a0for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on\u00a0<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Many a time we have a situation, wherein reports would have to be generated for a group of companies, or a group of sites from different companies or different companies and a combination of sites from different companies. It will be a complex grid which can be summarized in the example as below: We have\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2015\/09\/30\/using-the-grouping-of-companies-function-for-reporting\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-7636","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7636","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=7636"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7636\/revisions"}],"predecessor-version":[{"id":16836,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7636\/revisions\/16836"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=7636"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=7636"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=7636"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}