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Subreport works for type INV but not CRM

  • 21 June 2023
  • 6 replies
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wfilipiak67
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A client, in Canada, needs to have some TaxIds grouped together on the printed AR Invoice
I created a subreport to do the calculations & return the calculated total. 

This is what the calculation is: =$GST + IIF ( [ARTaxTran.TaxID]='FREIGHT13' OR [ARTaxTran.TaxID]='FREIGHT15' OR [ARTaxTran.TaxID]= 'FREIGHT5' OR [ARTaxTran.TaxID]='GST' OR [ARTaxTran.TaxID]='GSTNOPST' OR [ARTaxTran.TaxID]='HST13' OR [ARTaxTran.TaxID]='HST15', [ARTaxTran.TaxAmt] , 0)

This works perfectly for Invoices. 
When a Credit Memo is printed the result returns zero. 
I set the subreport up in the site map & ran it & the totals appeared as expected. 

I have no idea why the Credit Memo is not returning the results. 
Any assistance would be great!

The 2 reports are attached. 
 

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Best answer by wfilipiak67 24 July 2023, 22:43

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wfilipiak67
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I was wondering if anyone had a chance to review this. It is very strange!

Chris Hackett
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Hi @wfilipiak67 were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
wfilipiak67
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@Chris Hackett ,
There has been no replies and I have not been able to figure this out yet. 

 

wfilipiak67
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The solution turned out to be using ARInvoice.DocType.Raw instead of ARInvoice.DocType. 

I am not sure why the latter worked for Invoices & not Credit Memos.

Chris Hackett
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Thank you for sharing your solution with the community @wfilipiak67!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
meganfriesen37
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@wfilipiak67 Thanks.  This one had been bugging me for a while.  I just tried it and updating the parameters on the subreport worked for me.

 

Megan Friesen, Contego Software Solutions, Canada

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