Linking to documents in customer statement

[Former Member]

In some recent discussions on here it was suggested that it is possible to link to document tables like OINV in the customer statement. I have tried this in the past and always failed.

Can anyone say for certain whether you can or cannot link to documents in customer statements (generated from Customer Ageing)?

Take as an example the customer comment/reference (OINV.NumAtCard) for an invoice. If you amend the PLD for customer statements, you can use ALT to get the OINV table then select NumAtCard. However, you need to set a link (Relate To) to get data to appear.

I have never been successful in creating a link. The PLD is establishing a link (somehow) but it is to the wrong invoice and it is the same invoice that appears on every line.

Regards,

Douglas

[former_member583013]

If you Run your Aging Report from the By Sales Documents Tab... the Collection Report (System) will automatically show the NumatCard from the Document in the BP Ref No column.

If you need other field information like Document Remarks you could try the following

STEP 1:

Add a Formula Field with formula. The purpose of this formula field is to extract the document type from the Reference field which show CN 100, RC 229, IN 20098 and so on.... Lets call this field Field_100

the formula would be

Substring(Field_34,0,2)=="IN"

Substring(Field_34,0,2)=="CN" .................here Field_34 is the Reference Column

NOTE: You will need to Add one formula field for each Document Type appearing on the Statement Report.

STEP 2:

Add another Formula Field to extract the document number from the Reference Field on the PLD. Lets call this field Field_101

the formula would be Substring(Field_34,3)

NOTE: Similar to the above foruma field, you will need to create 1 for each document type

STEP 3:

Add a Database field to reference the Invoice or CM's remarks column. Use Alt+Left Mouse click during table selection. Lets call this field Field_102

Table: Invoice / CM... you will need to add one db field for each tables remarks

Column: Remarks

Relate to: Field_101

Link to: Field_100

You will use the Relate to and Link to field referencing the corresponding formulas

Hope this helps

Suda

[Former Member]

Hello Suda,

What you have documented is what I have tried before, but the link does not work correctly. I will explain what happens.

Take as a simple example a case where all the rows are invoices and I try to print the document number, in other words the same number that already appears.

The Reference field that already exists containing 'IN 123' etc. is Field_034.

I create a new formula field, Field_175, which contains:

Substring(Field_034, 3)

Using ALT, I insert a database field, Field_176, which has:

Table: AR Invoice

Column: Document Number

Relate To: Field_175

Field_176 always shows the same Document Number on each row. Sometimes it is the number of the first invoice row; sometimes it is an invoice that is not even on the printout; but it is always the same in each row.

If this technique works for you, then I wonder if I am just hitting a bug/restriction in the use of ALT to report database fields. My understanding is that SAP does not support the use of ALT in this way and that its behaviour may change between patches.

I'm on 2005A SP01 PL39 now.

Regards,

Douglas

[Former Member]

Hi guys,

I also tried this a lot of times. If you try to display something different from invoice number it will not even show, so the link we are trying to establish is not working.

I've also tried to add one more step, to use the ToNumber() formula after cutting the invoice number with Substring to convert it to numbers but it still doesn't work.

I think at this stage it is not possible to populate data from the invoice.