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Unreleased AR Documents count

  • 9 December 2020
  • 1 reply
  • 172 views

I’m in the process of creating an indicator for a client with all unreleased AR documents.

Unfortunately it’s not a Generic Inquiry type screen I could just replicate and use in scorecard KPI dashboard widget. I tried to build a Generic Inquiry but linking ARInvoice with ARPayment brings no results.

Is there any way of creating such an indicator for a dashbaord? Maybe I’m linking the DB tables just wrong.

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Best answer by Gabriel Michaud 9 December 2020, 15:34

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Hi @mcollins46,

 

The “Release AR Documents” processing screen uses the BalancedARDocument DAC, which you can also use from a Generic Inquiry. Make sure to filter on the Released field to only have unreleased documents.

If you need additional fields from the ARInvoice or ARPayment tables, do a left join on these tables as well.

Let me know if that works or if you need more detailed instructions!

 

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