Hi Anita
It looks like you did it for Company already

You would just use the same for the rest.
Instead of = use IN and then limit it to 1 row - like this

It will look something like this:

note there was no value in that column, but it would use it if filled in.
You can do the same for fiscal year and fiscal period.
Instead of between for the posting date, I would use Posting Date I'm not sure. There are relative values, like start of month and end of month, today to today - 7, and the like. Would any of those work instead?
HTH a little,
Sigrid
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Sigrid Kok
Precisely Software Inc.
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