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Adding last Invoice Date to Customers screen

  • September 2, 2025
  • 3 replies
  • 78 views

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We have a lot of customers that have no recent activity, either open sales orders or invoices.  I know I could report on this by doing a group by GI with Customers, grabbing the max order date from SOOrder and the max invoice date from ARInvoice, but I really want to get this in front of the users both in the Customers GI as well as on the Customers screen.

I see there is a “LastActivity” date in the Customers DAC, but it’s marked as Obsolete (we’re on 23R1, upgrading to 25R1 later this month).  Are there any other “In DAC” values that would help me avoid adding yet another set of joins (and the complexity of needing to group by the relevant customer fields) to the Customers GI?

I’m going to post another thread in the Development forum about adding a DAC field, but before I write up a customization I wanted to see if I was missing something obvious already in the system.

Best answer by bwhite49

ARBalances should have what you need…

 

3 replies

bwhite49
Captain II
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  • Captain II
  • Answer
  • September 2, 2025

ARBalances should have what you need…

 


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  • Author
  • Semi-Pro I
  • September 2, 2025

Nice!  I figured there would be something that wouldn’t require a painful group by query.  I’ll give that a shot now!


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  • Author
  • Semi-Pro I
  • September 5, 2025

The ARBalances table is definitely the best fit in Stock ACM.  I do wish they’d do some virtual fields in the Customer DAC so a join wouldn’t be needed; every join in a GI slows things down and a virtual field would be handled on the database side.

But without a customization, this works great.  Thanks!