I want to get the payments details of a specific customer reagarding the payments he did for this year from Jan 2025 to Current and the invoice details that were set off thorugh those payments.
It can be a report or anything.
Thank you
Answer
Transaction details of customers. Payments and which invoices setoff the payments.
Best answer by Manikanta Dhulipudi
ChatGPT said:
This report provides the details required for the financial period. Adding an additional filter, such as From – To Period, would be helpful.https://community.acumatica.com/financials-7/payments-for-a-given-period-17700
+1
Alternatively, you can set ARTran as the parent table and link it to ARTranPostBal and only show those ARTran details that correspond to a record in ARTranPostBal (there’s other ways to convey this, too), since that would indicate that the ARTran details are part of an application on a payment.
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+15
ChatGPT said:
This report provides the details required for the financial period. Adding an additional filter, such as From – To Period, would be helpful.https://community.acumatica.com/financials-7/payments-for-a-given-period-17700
Acumatica Functional Consultant & Customer Experience Supervisor
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