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.
Best answer by Gabriel Michaud
Hi
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!
+12Hi
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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