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Why do so many built in reports lack totals and do not show credit memo type activities as negatives?

  • 19 December 2022
  • 1 reply
  • 142 views

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We use many built in reports as part of implementation and go lives (such as AR Edit, AR Register, AP Edit, AP Register, Inventory Edit, Inventory Register) to help in balancing. Will these reports ever be updated to show “negative” type documents as negative numbers, and show totals. We have to constantly export to excel and make these changes. I am sure customers have the same frustrations with these reports. Are there any plans to make these reports easier to use?

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  • Freshman II
  • July 18, 2023

I used the following formulas and they appears to be working in a generic inquiry. Haven’t tried it in a report. I have the Total Aggregate Function and Aggregate functions set to SUM.

=IIf( [ARTran.TranType]='inv',[ARTran.Qty] , 0 )-IIf( [ARTran.TranType]='crm',[ARTran.Qty] , 0 )

=IIf( [ARTran.TranType]='inv',[ARTran.ExtPrice] , 0 )-IIf( [ARTran.TranType]='crm',[ARTran.ExtPrice] , 0 )

I was also originally trying to calculate the margin rather than using the available field Margin.

 


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