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Add Field Unapplied Balance on AP302000 to Generic AP3020PL

  • Nov 7, 2022 3:19 AM UTC
  • 7 replies
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HI All,

I want to add a field Unapplied Balance as orange highlight on AP302000 to Generic AP3020PL

As image, I have added the Data Field AP Cury Upplied Bal

The Generic doesn't show it right.

Do you have any idea about this

Best regards,

Yên Chi

Best answer by Christine

Instead of using APPayment.CuryUnappliedBal, join APRegisterReport with APPayement and using field APPayment.CuryDocBal, schema field is APRegisterReport.DocBal

It will show the amount of unapplied

 

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7 replies

Manikanta Dhulipudi
Captain II
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Hi @chidao 

the field doesn't exist in the DB, meaning you wont be able to query it in a GI. It’s probably a calculated field.

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  • Author
  • Semi-Pro III
  • Nov 7, 2022 4:50 AM UTC

Thanks, @manikantad18 

do you know the right method to calculate this field?

I use this one, but it does not work for the transaction that has been Voided because it will calculate the voided amount also.

 

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Manikanta Dhulipudi
Captain II
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Hi @chidao 

I don't see an option to get the balance of the document, Wait for others to respond,

 

Good Luck!

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  • Author
  • Semi-Pro III
  • Answer
  • Nov 22, 2022 7:34 AM UTC

Instead of using APPayment.CuryUnappliedBal, join APRegisterReport with APPayement and using field APPayment.CuryDocBal, schema field is APRegisterReport.DocBal

It will show the amount of unapplied

 

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • Nov 22, 2022 7:06 PM UTC

Thank you for sharing your solution with the community @chidao !

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michaelho
Semi-Pro III
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  • Semi-Pro III
  • Oct 18, 2023 8:54 PM UTC

Just wanted to add that I had a similar need for ARPayment.CuryUnappliedBal and I was able to use the same method to obtain the unapplied balance in a GI, I just used the ARRegisterReport table instead of AP.

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  • Jr Varsity I
  • Jan 30, 2025 6:45 PM UTC

In 2023 R2, successfully added ‘Unapplied Balance’ to AR3020PL

Table:  PX.Objects.AR.ARRegister

Relations:
Table Relation
ARPayment LEFT ARRegister 

Data Field links for Active Relation 
refNbr Equals refNbr 
docType Equals docType
 

Results Grid: 
ARRegister- CuryDocUnpaidBAL

 

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