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ReportI would like to put the customer balance and aging buckets on the bottom of the SOP invoice. Has anyone had experience with this?
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I would like to put the customer balance and aging buckets on the bottom of the SOP invoice. Has anyone had experience with this?
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I am trying to do the same thing as Brenda.
However I do not see either the "Customer Master Summary" or "Sales Transaction work" tables in the Table window - I am looking at GP 2016 could the names have been changed?
Thanks!!!!!!!!!!!!!!!!!!
Thanks Sudin. You instructions worked perfectly. I had brought in the tables but I connect through the customer master and not through the Sales Amounts Work. Once I set up the relationship it worked like a charm. Thanks for your help!
It seems possible. Following are the summary of the steps involved:
In Report Writer, create relationship between "Sales Transaction Work" and "Customer Master Summary" tables.
Add "Customer Master Summary" table to the SOP Invoice report in Report Writer.
Drag the fields "Aging Period Amounts" and "Customer Balance" from "Customer Master Summary" table to the Report Footer section of the SOP Invoice layout. "Aging Period Amounts" is an array field so while adding the field, you will need add the field multiple times, and select index for each Aging bucket.
Testing will be necessary to verify the results and other details.
Also, please note that the "Customer Master Summary" is only updated after you post the invoices, so if you are printing unposted SOP Invoice, the balance of that invoice will not be included in the "Customer Balance" or Aging buckets field.
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