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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / layaway tender in Tend...
Microsoft Dynamics RMS (Archived)

layaway tender in Tender summary report

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Posted on by Community Member

I want to see layaway amount in tender summary report.

ex.

cash sale $100.00, Credit card sale $120.00

Layaway total amount $1000.00, paid $500.00 by cash in layaway

 

report

cash $600.00

Credit Card $120.00

 

how can I do it?

 

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Layaway payments don't normally show up on reports.  This is because normally businesses hold these payments as deposits separate from normal tenders.  

    Deposits in the TenderEntry table have one difference that keeps then of reports.  The transactionnumber is 0.  Since the report wont find a transaction 0 to get a date, you need to leave of the date filter on the report -> which returns everything.

    Or you can make a report which uses the [order] table joined to the [tenderentry] table.  You need to join on the OrderID column.

    This is a start of the query for the report.  You will also probably need to use a Union statement with the other Tender Summary/Detail report query.

    Select [date], tender.[Description], CustomerID from tenderentry

    left join [OrderHistory] on [OrderHistory].ID = tenderentry.orderhistoryid

    left join [order] on [order].id = OrderHistory.OrderID

    left join [Tender] on [Tender].ID = tenderentry.tenderid

  • Suggested answer
    khaja moinuddin Profile Picture
    khaja moinuddin on at

    Tender Source by Layaway & Invoice:

    ========================

    Select OrderHistory.[Date], Tender.[Description], TenderEntry.Amount, [Order].CustomerID, Customer.AccountNumber, Customer.LastName, [TenderEntry].OrderHistoryID, TenderEntry.TransactionNumber, Case When TenderEntry.OrderHistoryID = 0 Then 'Invoice' Else 'LayAway' End as TenderSource FROM TenderEntry

    INNER JOIN [OrderHistory] ON [OrderHistory].ID = TenderEntry.OrderHistoryID

    INNER JOIN [order] ON [order].id = OrderHistory.OrderID

    INNER JOIN [Tender] ON [Tender].ID = TenderEntry.TenderID

    INNER JOIN [Customer] ON [Order].CustomerID = Customer.ID

    UNION ALL

    Select [Transaction].[Time], Tender.[Description], TenderEntry.Amount, [Transaction].CustomerID, Customer.AccountNumber, Customer.LastName, [TenderEntry].OrderHistoryID, TenderEntry.TransactionNumber, Case When TenderEntry.OrderHistoryID = 0 Then 'Invoice' Else 'LayAway' End as TenderSource   FROM TenderEntry

    INNER JOIN [Transaction] ON [Transaction].TransactionNumber = TenderEntry.TransactionNumber

    INNER JOIN [Tender] ON [Tender].ID = TenderEntry.TenderID

    LEFT JOIN [Customer] ON [Transaction].CustomerID = Customer.ID

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