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I NEED TO HAVE ONLY ONE LINE FOR EACH CUSTOMER, listing TOTAL A/R outstanding for 0-30 days, TOTAL A/R outstanding for 31-60 days, etc.
PLEASE ADVISE HOW TO CORRECT/WRITE CALCULATED FIELD IN SMARTLIST BUILDER.
Please see details of what I did below:
I have written the following formular in Calculated field for A/R aging in Sales - 31-60 days A/R:
CASE
WHEN (DATEDIFF ( day ,{RM Open File:Document Date} , GETDATE() )) > 30 and (DATEDIFF ( day ,{RM Open File:Document Date} , GETDATE() )) < 61
THEN {RM Open File:Current Trx Amount}
ELSE 0
END
This calculated field results in pulling multiple lines for each customer:
1) several lines for A/R 31-60 days- for multiple invoices? with zeros for other maturities (A/R 0-30 days, etc.),
2) several lines for A/R 0-30 days- for multiple invoices? with zeros for other maturities (A/R 31-40 days, etc.)
etc.
I use simular calculated field for A/R balances 0-30 days, etc.
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