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Subreport works for type INV but not CRM


wfilipiak67
Captain II
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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. 
 

Best answer by wfilipiak67

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.

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6 replies

wfilipiak67
Captain II
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  • Author
  • Captain II
  • 98 replies
  • June 26, 2023

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


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2658 replies
  • July 10, 2023

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


wfilipiak67
Captain II
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  • Author
  • Captain II
  • 98 replies
  • July 17, 2023

@Chris Hackett ,
There has been no replies and I have not been able to figure this out yet. 

 


wfilipiak67
Captain II
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  • Author
  • Captain II
  • 98 replies
  • Answer
  • July 24, 2023

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
Community Manager
Forum|alt.badge.img
  • Acumatica Community Manager
  • 2658 replies
  • July 24, 2023

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


meganfriesen37
Captain II
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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.

 


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