Hi all,
Can you help me about my concern, if possible to show the customer/vendor “CA” module in Transactions for period report
Image Reference:
![](https://uploads-us-west-2.insided.com/acumatica-en/attachment/9aa8e725-5d8f-472b-9f6d-f07e3d555b73.png)
Thanks
Hi all,
Can you help me about my concern, if possible to show the customer/vendor “CA” module in Transactions for period report
Image Reference:
Thanks
Hi
Can you show a screenshot in the Cash Transaction screen where you are getting the customer or vendor?
HI
Cash Deposits do not show customers or vendors. It shows on the payments.
If you are looking for a workaround- You can put the Customer or vendor name in the description. The system is only showing the summary of that deposit.
For example, if you have 3 customer deposits on one deposit, the system won’t choose which one to show.
Hi
This is the transactions coming from (please see the image below):
This is the invoice transactions
This is the Payment for customer
This is the transactions for Bank Deposit
When you click the specific reference number from Transactions for Period this is the output
Thanks
Hi
What is the reason or best explanation why the system can’t show the details for Customer/Vendor and the workaround only here is to input who’s customer in the description?
Thanks
Hi
What is the reason or best explanation why the system can’t show the details for Customer/Vendor and the workaround only here is to input who’s customer in the description?
Thanks
I believe that it’s because the deposits on the Journal transactions are only showing the summary.
Hi
And one more thing, the one in the GL module also has no customer/vendor listed, does this also mean that it is just a summary in Journal Transactions?
I think I was able to find a way around this by adding in a join from GLTran to CATran, then CATran to CADeposit, then CADeposit to ARPayment:
The result I was testing for is this Bank Deposit:
This is what my report looks like:
Hi
I'm not sure if these are the ones I put in Tables
I followed your step from this
When I run the report, the Customer/Vendor not showing, I just don't know if I missed any steps
Instead of the way I did it, you can place them on top of each other and then use visibility expressions to control which one prints.
For testing purposes I would just do like I did and place the ARPayment.CustomerID field on the report and then see if it populates, if not, there could be something else going on, though I suspect it will work.
If it does, then you know it works and all you need to do is clean up the report and add the visibility expression (maybe something =[ARPayment.CustomerID]<>Null), I didn’t get that far but if there is difficulty with the visibility expression let me know and I’ll see if I can find a working configuration.
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