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Linking to documents in customer statement

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

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  • author's profile photo Former Member
    Former Member
    Posted on Mar 18, 2008 at 06:43 PM

    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

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    • Former Member 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.

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