Every month our company sends out Customer Statements to show Invoice and Payment history for that month. We email some and print and mail some. We have been live with Acumatica for a year and every single month there is an issue with these statements. Whether it’s calculations are off, form not printing correctly, missing data, etc. we have shelled out considerable amounts of money to our partner to fix these issues just to fix a new issue the next month. Can anyone recommend either an expert Acumatica report designer or some solution that easily integrates with Acumatica that is more user friendly than report designer and we can create the forms ourselves? Anyone know anything about GoFormz? We have Velixo, can I use that? Any help suggestions are welcome!
Customer Statements Issues
Forgot to mention, these statement issues are now causing us to lose customers due to the constant confusion!
Hi
Is the Customer Statement (AR641500) customized? If yes, I would suggest using OOB Customer Statement available from Acumatica and check if that gives you a correct result. If this a custom report, I would suggest reviewing the report internally with your developer or someone who has report expertise can fix the issue. I can help suggest if you can upload your custom report. Let me know.
Hi
It seems the report is highly customized, and it will be very difficult to fix it without knowing what the actual issues are you facing with this report. I would suggest starting customizing this report from beginning and test it from OOB version step by step to find out the issues.
However, while reviewing the report, I reviewed the joins. There are few more joins have been added or changed compared to original. Please review them. For instance, adding joins to ARTran might add duplicate records and results will not be accurate as you are expecting.
There is also a subreport added. Try removing the subreport and test it separately.
Hope this helps!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.