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Question

Report dropping a field on some lines only

  • June 25, 2026
  • 1 reply
  • 9 views
B
Varsity I
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Good day Community

I have modified the Journal Transactions GL report in Report Writer to display the VAT code for AR, AT or CA batches. This formula needed to be changed after the upgrade to 2026 R1 t dislay correctly. Old firmula is commented out in the below.

=
Switch( [GLTran.Module] = 'AP', [APTax.TaxID], [GLTran.Module] = 'AR', [ARTax.TaxID],
[GLTran.Module] = 'CA', [CATax.TaxID],
([GLTran.Module] <> 'AP' or [GLTran.Module] <> 'AR' or [GLTran.Module] <> 'CA'),'CheckModule')

/*IIf([GLTran.Module] = 'AP', [APTran.TaxID], IIf([GLTran.Module] = 'AR', [ARTran.TaxID], ''))*/

This appeared to work perfectly but we have discovered that it is dropping the VAT Code from some lines in the report. 

 

Please can you check to see if the formula is correct (is asses validation) and why some of these transactions are missing the VAT code on the report.

Many thanks on advance.

    1 reply

    lauraj46
    Captain II
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    • lauraj46
    • Captain II
    • June 26, 2026

    Hi ​@BarbaraPietersen23 ,

    Have you reviewed the taxes tab of the documents that are appearing blank, to confirm that the TaxID is populated?  You might also add the the field without any formula to your report, for troubleshooting purposes.  If this doesn’t help, please attach your revised report to this thread so we can take a look at the joins.

    Side note is that I would use AND instead of OR for clarity in the last condition of your formula, since it should return CheckModule if none of the other modules are a match.  However that is not causing the blanks :)

    Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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