Hello Community,
I have been looking out if we have any GI or Report where,
I would like to know all the payments that have been provided for a given time period. Further, I would like to know, for each of the payment:
1. What invoices and sales orders are associated to it
2. Who the creators are of the sales orders
If not then by which table can we create a GI where I can display all these elements?
Thanks in advance.
Best answer by Laura02
View original
+18
Hello
AR Register Detailed report will list Payments for a financial period. AR Register Detailed report prints for one financial period at a time and does not show any Sales Order details. Customer Details Inquiry lists AR Payments and shows related Invoices but not Sales Orders.
To create a generic inquiry showing AR Invoices, with Payments and Sales Order data, I think you will need these tables: ARInvoice, ARAdjust2, ARTran, and SOOrder. Optional: Customer, Branch, InventoryItem.
Laura
Hello
AR Register Detailed report will list Payments for a financial period. AR Register Detailed report prints for one financial period at a time and does not show any Sales Order details. Customer Details Inquiry lists AR Payments and shows related Invoices but not Sales Orders.
To create a generic inquiry showing AR Invoices, with Payments and Sales Order data, I think you will need these tables: ARInvoice, ARAdjust2, ARTran, and SOOrder. Optional: Customer, Branch, InventoryItem.
Laura
Hey
Thank you for providing your suggestion. I tried to create a GI with those tables, it displays all the elements except for the payments part. So when I add ARAdjust2 table, GI then doesn’t show any of the records.
I am still trying to figure out how to display all the elements including payments.
+18
Hello,
When adding a table causes records to disappear, the join is suspect: please look at type of join. All sales orders/invoices in the list may not have a payment; please consider a Left Join type when joining other tables to ARAdjust2.
For additional payment fields please look at ARInvoice and ARAdjust2 table:
Laura
Hello,
When adding a table causes records to disappear, the join is suspect: please look at type of join. All sales orders/invoices in the list may not have a payment; please consider a Left Join type when joining other tables to ARAdjust2.
For additional payment fields please look at ARInvoice and ARAdjust2 table:
Laura
Now it worked!! Thanks a lot
Hi
mind to share the Generic Inquiry template for this?
Thanks
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