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I need to add the QTY field to my customer. What do I need to do to achieve this?
Thanks.
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Can you elaborate on this item? The statement is designed to display documents at a summary level and not a detailed line item level. Are you wanting to include line item invoice level details on the statement?
Hi Mike,
What I need to do is have the item quantity invoiced on the customer statement. The reason fir this is that, the customer generates statement by customer and customer activity. Which is why they invoices are as well generated per customer activity. For example: The client might be billing customers for ServiceA, B and C. Invoice are raised separately for each services even if it was provided to the same customer. So you can never have a situation where one invoice number will have more than one activity (service).
Customer statement is used as way of billing customers in the case of this client. The bills will accumulate all the customer activities for the past two weeks and then deliver it to the customer.
I know this deviate from actually what a customer statement was mean to do.
Thanks Mike for wanting to help.
While I have not worked with this scenario using GP's standard Report Writer tool, I have accomplished this using a modified statement form from Accountable Software that leveraged the Forms Printer product and Crystal Reports.
I have created something similar to this for a number of different customers. We typically call this a 'summary invoice', where based on some predetermined logic it gathers the details for all SOP invoices and returns within the given date range and creates one report to send to the customer. Sometimes this is grouped by calendar month, or a date range entered by the user. Other times, we've created some more complicated logic and used Extender to control this. For example, we have a customer who bills their customers either monthly, weekly or daily, depending on their agreement. So we created an Extender window linked to the Customer Maintenance window where each customer will have a Billing Frequency selected. The report then used the billing frequency from the customer's Extender window to determine what invoices to include on the 'summary invoice' based on the parameters entered by the user.
I cannot imagine doing something like this in Report Writer. I usually use Crystal Reports for this type of report and print it using our GP Reports Viewer (www.gpreportsviewer.com/GP-Reports-Viewer).
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