Replicating trial balance in BAQ

[FreekSentech (Freek)]

Hi there,
I’m new to Epicor kinetic and I’m trying to replicate the Trail balance in BAQ so I can make a Data Discovery Chart to show the Trial Balance from YTD or even more preferable until a chosen date. Does anyone has a solution for this or am I trying to creat something that will not happen..?

[Randy (Randy Stulce)]

I’ve not made a BAQ for trial balance but there is a thread with a BAQ which should help you get started. If you’re not using dynamic segments it may be good to go but I’d try to fix it either way just incase.

Trial Balance BAQ not pulling in accounts with dynamic segments

I have uploaded a Trial Balance BAQ I found on this site, and it works great, other than I cannot get it to pull in any dynamic account segments. I found the BAQ in the topic titled “Epicor Report from OData” posted in April 2018. The BAQ was uploaded by bw286bond (Bernie Walker). I would love to be able to use this BAQ, but must be be able to pull in the dynamic segments. Can anyone help?TrialBalance1.baq (35.1 KB)

[LarsonSolutions (Bruce Larson)]

I know I have build a trial balance with a BAQ.

I will go look in my garage or basement, I know it’s around here somewhere.

[FreekSentech (Freek)]

Thank you Randy, I’ve tried to fix this BAQ but I’m not getting there. Nice thing about this BAQ is that it asks for begin and end period. I’ve already made this BAQ earlier but it’s also not exactly what I was looking for.
GLaccountsYTD.baq (11.0 KB)

[FreekSentech (Freek)]

Did you find it in your basement?

[LarsonSolutions (Bruce Larson)]

Checking the attic now
Maybe by tomorrow

[LarsonSolutions (Bruce Larson)]

Found it…behind a trunk.

Note that I had this modified for a special approach, but it may get you going in the right direction.

The dashboard retrieves all periods and filters the balances.

TrialBalance_4.baq (46.4 KB)
TrialBalance_4.dbd (102.0 KB)