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ReportHello!
I'm working on some difficult report modifications for my client's RM Statement on Blank Paper report. Basically, I want to exclude paid transactions from the report (without having to run the Paid Sales Transaction Removal Process) BUT still show fully applied payments for any invoices still open.
KB #931005 got me going in the right direction. However, when I follow these steps, the RM Statement will only show transactions whose current transaction amount is not $0. Therefore, if an invoice has not been fully paid but one of the payments that went against that invoice has been fully applied, it will not appear on this report.
Therefore, the problem is with partial payments.
For instance, If there is an invoice for $100 and a payment was sent in for $20 and was fully applied to this invoice, that payment for $20 will not appear on the statement since the current transaction amount for THAT payment is $0.
My client wants to see this:
Invoice $100
Payment $20
On two separate lines as it is on the unmodified/original report.
I was trying to figure out if there was a way to create a Calculated Field that says if the Applied to Document in the RM Open Apply File (RM20201) has a Current Transaction Amount of $0 in the RM Open File (RM20101) for a given Credit Document (i.e. Credit Memo, Payment, or Return), then 0 else 1. Then I would be able to follow the rest of the steps in the KB article.
Is this possible??
Thank you!!
Lyndy
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