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Question

Add Current Balance to Vendor Compliance GI

  • April 14, 2025
  • 1 reply
  • 28 views

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Would like to add the current balance for the Vendor in a Compliance Management GI.   GI shows the compliance information but would like it to also show the current balance.   Since there are 4 lines for each vendor, know there will be duplication if the balance can be displayed, but at least it would give our compliance person the info on who is expired and who has a balance.   Haven’t been able to find the correct relationship of tables between the ComplianceDocument table and Vendor/APHistory.  Is this even reasonable to do?

 

1 reply

BenjaminCrisman
Acumatica Employee
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@suebrown I believe the balance is derived from the total of the open invoices against the payments applied, so you would need to use the APRegister and APAdjust probably to get their balance details. Have you already tried this?


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