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Outstanding Documents Summary

Hi

I'm new in Crystal Report.

I would like to create a report which allows me to view all the outstanding invoices details from each customer.

Basically, I just want to view the outstanding details if the customer's payment code is GIRO.

Else, suppress the information.

Anyone can teach me how to create such report as mentioned above?

Thank you.

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4 Answers

  • Best Answer
    Posted on Aug 22, 2016 at 07:10 AM

    Hi Agnes,

    As Niraj said, filter records to get required information. Also you said customer wise outstanding, after filtering go in Insert Menu--Groups-- and select Customer code / name etc.. to group on each customer.

    Also you can insert summary for each customer by right click on outstanding amount and go in insert-summary-- select Group1 as your summary display in the same menu.

    This will give you customer wise outstanding.

    Thanks,

    Sastry

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 22, 2016 at 04:55 AM

    Hi Agnes,

    Go to the report record Selection use below code.

    {Table.Customer'payment code}="GIRO"

    This wil bring in only required data in report.

    Regards

    Niraj

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  • Posted on Aug 22, 2016 at 07:02 AM

    Hi Niraj Parihar

    I would like to create an outstanding document summary from 2014 (300 Standard ERP) (Build 4) (Product Update 4).

    I'm new in Crystal Report.

    Refer to the attached file (Sage 300 ERP 2014 Application Object Models) but I don't understand which table should I select as data source.

    Thank you.


    Advantage.xml (1.7 kB)
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  • Posted on Aug 22, 2016 at 08:39 AM

    Thank you both.

    I'm able to filter the customer group by using the select expert feature. 😊

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