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Former Member

Customer Aging Report to Include Credit Memos

Hi,

I need a customer aging report that will also include credit memos. This is not available with the system report, but when I write a query it will not reference the customer's account but only the documents in the system. How do I create an A/R aging report that includes credit memos off of the account balance?

Thanks!

Emily

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    Former Member
    Sep 12, 2008 at 10:41 PM

    Emily,

    The Aging Report does include, Credit Memo's. I am not sure where you got this information.

    Please let me know

    Suda

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    • Former Member Former Member

      Hi, Emily,

      I have made such a Crystal report; actually I have 2 versions;

      one is purely made in Crystal report: if your credit memos are copied from AR Invoice totally.

      another is made with stored procedure and Crystal report, that includes AR Invoice Credit memo, and internal reconciliation.

      Which one you need?

      Suppose you need the former one, it's easier: just link tables: OINV - INV1 - RIN1;

      The join keys: OINV to INV1 is 'Docentry'; INV1 to RIN1 is "inv1.docentry = rin1.baseentry and inv1.linenum = rin1.baseline". and also "Rin1.basetype = '13' and inv1.targettype = '14'.

      Hope this helps.

      ~Michelle