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Using a IIF function

  • August 23, 2024
  • 5 replies
  • 481 views
W
Semi-Pro I
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I have an Generic Inquriy column called orig_ord_type which, depending on the ARInvoice.DocType could either be a ‘C’ for Credit or an ‘O’ for Invoices and Debit Memos. My logic for this  is =IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C', 'O') which accounts for Credit Memos and Credit WO (Write Offs) which should be coming up as ‘C’, but everything is coming up as an ‘O’. I’ve even tried using =IIF([ARInvoice.OrigDocAmt] < 0.00, ‘C’, ‘O’) and anything listed as a Credit still had an O in the column. If anyone has other ideas, they would certainly be appreciated, even using the =SWITCH function. I’ve tried the =SWITCH and I received an error about the MEMO token.

 

Best answer by DrewNisley

I would also note that when using fields in an expression, it will use the value of how it is stored in the database, not how it appears to the user.

I like the Switch statement better for something where there more values involved, it seems a little simpler.

Use something like this:

Switch([ARInvoice.DocType]= 'INV', 'O', [ARInvoice.DocType]= 'DRM', 'O', [ARInvoice.DocType]= 'CRM', 'C', [ARInvoice.DocType]= 'SMC', 'C')

William J Matthews
    Laura03
    DrewNisley

    5 replies

    Laura03
    Captain II
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    • Laura03
    • Captain II
    • August 23, 2024

    Hello,

    Document amounts aren’t stored as negatives in the database; that’s why everything turned into “O”.

    I use nested IIf statements to solve a situation like yours.  (I’m not a programmer.)  Try something like this:

    IIF(LEFT([ARInvoice.DocType], 6)  =  'Credit', 'C',

    IIF(LEFT([ARInvoice.DocType], 5)  =  'Debit',  ‘D’,

    IIF(LEFT([ARInvoice.DocType], 5)  =  ‘Prepa’, ‘P’,    [etc.]

    'O' ) ) )

     

    Laura

    ~ Laura Barber, WM Synergy
    DrewNisley
    Pro I
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    • DrewNisley
    • Pro I
    • Answer
    • August 23, 2024

    I would also note that when using fields in an expression, it will use the value of how it is stored in the database, not how it appears to the user.

    I like the Switch statement better for something where there more values involved, it seems a little simpler.

    Use something like this:

    Switch([ARInvoice.DocType]= 'INV', 'O', [ARInvoice.DocType]= 'DRM', 'O', [ARInvoice.DocType]= 'CRM', 'C', [ARInvoice.DocType]= 'SMC', 'C')

    Drew Nisley
    Chris Hackett
    W
    W
    Semi-Pro I
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    • wmatthews1877
    • Author
    • Semi-Pro I
    • August 23, 2024

    I did initially try the =SWITCH but the logic was not correct. Your solution worked perfectly. I thank both Laura02 and you for responding with excellent suggestions. 

    William J Matthews
    Chris Hackett
    W
    DrewNisley
    W
    Semi-Pro I
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    • wmatthews1877
    • Author
    • Semi-Pro I
    • August 26, 2024

    • DrewNisley I would mark your answer as the Best Answer but there is no where to mark it as such. Thank you.

    William J Matthews
    Chris Hackett
    DrewNisley
    DrewNisley
    Pro I
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    • DrewNisley
    • Pro I
    • August 26, 2024

    @wmatthews1877 It is marked already, no worries 😊

    Drew Nisley
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