I am trying to customize my dashboard widgets to only show open invoices excluding the credits, prepayments etc. I know how to go in and create filters on my reports. It would just be helpful in my collections process to have just open balances.
Answer
Dashboard Customization
Best answer by meganfriesen37
Hello,
You may need to update the underlying inquiries to reflect some of the changes. Most of the stock dashboards should use the document Balances (rather than Original Doc Amt) and should account for the sign switch to negative for CRM (Credit Memo) document types. But if not, take a look below for a sample of how I get the invoice balances.
To get Credit Memo balances to calculate as negative amounts:
=IIf( [ARInvoice.DocType]='CRM', -[ARInvoice.docBal], [ARInvoice.docBal] )
+12Hello,
You may need to update the underlying inquiries to reflect some of the changes. Most of the stock dashboards should use the document Balances (rather than Original Doc Amt) and should account for the sign switch to negative for CRM (Credit Memo) document types. But if not, take a look below for a sample of how I get the invoice balances.
To get Credit Memo balances to calculate as negative amounts:
=IIf( [ARInvoice.DocType]='CRM', -[ARInvoice.docBal], [ARInvoice.docBal] )
Megan Friesen, Contego Software Solutions, Canada
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