SOP Invoice with Customer Balance due on Invoice

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Posted on by abeers

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On the SOP Invoice I need to show the total a customer owes at any time. I need a sum of all unapplied documents in SOP and RM. This would include any unposted invoices. Basically a statement balance at the bottom of every invoice.

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L Vail 65,271 on at

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RE: SOP Invoice with Customer Balance due on Invoice

Hi,

I'm more of a simpleton. I would add the RM Customer Master Summary to the SOP document in Report Writer and just display what I wanted regarding the customer's balances. You'll need to add the Customer Master table to the report and then add the Customer Summary to that. You should be able to just drag the fields to where you want them, or create a calculated field to render a single number.

Kind regards,

Leslie
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sandipdjadhav 18,265 on at

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RE: SOP Invoice with Customer Balance due on Invoice

Then it's easy. There is customer summary table 'RM00103' CustBalnc column but I don't I will go with Victoria's view - victoriayudin.com/.../sql-view-for-current-receivables-aging-in-dynamics-gp

Create View and then VBA Coding on SOP Blank Invoice to populate Calculated Field from view on outstanding balance.

Let me know how it goes.

Thanks much

Sandip jadhav
abeers 345 on at

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RE: SOP Invoice with Customer Balance due on Invoice

Just one amount.
sandipdjadhav 18,265 on at

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RE: SOP Invoice with Customer Balance due on Invoice

Hi Abeers,

Just one amount i.e. Total OutStanding $XXXX or you want something fancy with Aging Summary?

Thanks Much
Sandip Jadhav