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Show current A/R balance on payment and applications screen AR3020PL


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Hi,

 

I have a client that wants to show the current A/R balance owed on the Payments and Applications screen. I am trying to modify the GI but keep on getting errors. What table do I need to join  to show the current A/R balance on the Payments and Applications screen. Any help would be appreciated. 

Thanks,

Frances 

 

Best answer by Laura02

Hello Frances,

I don’t think the customer balance is a stored field that can easily be shown in the Preview List GI. I think Aging reports, Customer Balance report and Customer Profiles screen are doing calculations when screens are opened and reports are run, to add/subtract all open documents for the customer and dynamically produce a calculated Customer Balance.

That said, I think it may be easier to take advantage of side panels, to give your client the option to view the Customer Balance or Aging Report easily, while viewing the Payments and Applications GI. Below is an example from Acumatica Sales Demo, showing the AR Aging exposed on the Sales Orders Preview List GI. We can click on any Sales Order, click “AR Aging” and view the Aging report for the one customer whose record is selected on the left side:

 

Laura

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6 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • Answer
  • October 20, 2023

Hello Frances,

I don’t think the customer balance is a stored field that can easily be shown in the Preview List GI. I think Aging reports, Customer Balance report and Customer Profiles screen are doing calculations when screens are opened and reports are run, to add/subtract all open documents for the customer and dynamically produce a calculated Customer Balance.

That said, I think it may be easier to take advantage of side panels, to give your client the option to view the Customer Balance or Aging Report easily, while viewing the Payments and Applications GI. Below is an example from Acumatica Sales Demo, showing the AR Aging exposed on the Sales Orders Preview List GI. We can click on any Sales Order, click “AR Aging” and view the Aging report for the one customer whose record is selected on the left side:

 

Laura


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Hi Laura,

 

Thanks. Can you share the screenshot of the GI Setting for the side panel on the AR aging.

Thanks,

Frances Pantelidakis

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2658 replies
  • November 29, 2023

Hi @fpantelidakis65 were you able to find a solution? Thank you!


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@Chris Hackett 

 

Hi Chris,

 

I was able to find a solution.

Thanks, 

 


adalvi63
Jr Varsity II
  • Jr Varsity II
  • 8 replies
  • January 18, 2024

@fpantelidakis65 : What was the solution you applied?


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@adalvi63,

 

I just created a side panel to view the A/R Balance. 


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