Hello all,
I have been looking how can I calculate the number of payments done by the customer in a GI?
Answer
How to display total number of payments made by customer in GI
Best answer by BenjaminCrisman
I would group on the customer for the payment and then use a Count() function or Count aggregate function to display the number of payments in the group.
You can quickly get this done by copying the AR Payments and Applications GI into a new one.
Then add a grouping:
Then add the function on the results grid and remove/add any fields you want to use:
Then the results will show you the number of payments for that customer:
Hi
If I’m reading your question correctly, you could aggregate using COUNT on the ARPayament RefNbr field...
+4I would group on the customer for the payment and then use a Count() function or Count aggregate function to display the number of payments in the group.
You can quickly get this done by copying the AR Payments and Applications GI into a new one.
Then add a grouping:
Then add the function on the results grid and remove/add any fields you want to use:
Then the results will show you the number of payments for that customer:
Hello
Thank you for your quick suggestion. How can I apply the condition if I would only want to display the count of payments for the last 12 months?
Thanks in advance.
+19Hello,
Add two parameters to prompt the user for begin/end month. Add condition to select where Post Period (financial period) is between the begin month parameter and the end month parameter.
Laura
~ Laura Barber, WM Synergy
+6If you want it hard coded to show 12 Months, you can add a condition for the DocDate to be greater than or equal to DateAdd(Today(),'M',-12). This will filter to 12 Months to the day, so mid month if it’s mid month now. There’s a couple ways to do calendar month if you prefer, let me know if you need to calendar.
To show 12 Months, 3 Months, all time at the same time to show a trend, you can add the formula: =iif([ARPayment.DocDate] >= DateAdd(Today(),'M',-12),1,0) and set the Aggregation to SUM.
To combine this with
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