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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Creating a Report Colu...
Microsoft Dynamics RMS (Archived)

Creating a Report Column that is a sum

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ReportReport
Posted on by Revokerz 135

I'm wondering whether it is possible to create a column in a report that shows the sum of two numbers from different columns.

The specific calculation i'm trying to do is:

(TransactionEntry.Price - AccountReceivable.Balance) and have a column in the report show this value for each transaction Entry.

The report would display something like this:

TransactionEntry.Price AccountReceivable.Balance

Price - Balance
$20 $5 $15

Thank you.

*This post is locked for comments

I have the same question (0)
  • Dave Durrenberger Profile Picture
    Dave Durrenberger 1,622 on at

    Hi Revokerz,

    We often build customizations for reports. If this is something you are interested in, please contact us at sales@syssolutionsllc.com and we will be happy to quote your customization.

    Thank you,

    System Solutions Team

     

  • Community Member Profile Picture
    Community Member on at

    TransactionEntry posts line item information, whereas payments are applied towards a Transaction. It's a grey area, in that, if you have two items on the purchase, how do you divvy up the payment? IE item 1 price $20, item 2 price $30; customer makes a $10 payment; do you credit item 1 or item 2? The standard Accounts Receivable (Detailed) Report doesn't work for you?

  • raelhefn Profile Picture
    raelhefn on at

    You must sum transactions amount first grouping by customer after that subtract customer total sold amount from customer balance.

  • Suggested answer
    archelle16 Profile Picture
    archelle16 1,743 on at

    Yes, email me your concern at archelle.pagapulan@outlook.com

    Its free! :D

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