Document date on check stub

[Former Member]

On our check stub the taxdate is used to display the a/p invoice document date on the stub. when we have a credit appearing on the same check some random date from 2007 is shown. How can i have the taxdate appear when it is a credit vs. a/p invoice?

Could i create a formula in PLD?

Thanks

[Former Member · Accepted solution]

Thank you, Gordon. I found one of your comments. I have setup a formula field:

Field_370 > 0 (which indicates anything above 0 is an a/p invoice)

Linked it to Field_373 (which indicates the a/p invoice document date)

When field_370 is a negative value the condition is not satisified therefore no value should appear, a blank space, correct?

[Former Member · Accepted solution]

That is correct.

[Former Member · Accepted solution]

when the condition is satisifed it is populating with a value of "1" instead of the date.

field_373 is pointing to the a/p invoice table and the taxdate field.

field_374 has the formula: Field_370 > 0

field_374 is linked to field_373

not sure why a "1" would appear instead of date. ideas?

[Former Member · Accepted solution]

The 1 is always needed for Conditional Formula to work. The date field should be linked to this field to display. You may need to check more threads to understand the whole concept of this functions.

[Former Member · Accepted solution]

Found additional info in some training material powerpoint:

You can make fields appear only if certain conditions are true. To do this, you first need to build the condition with the help of one calculation field and two operator fields:

The two operator fields are text or data fields. Usually, you want to compare the content of a data field with a fixed value. In this case, you would need the data field and a text field that contains the fixed value.

The calculation field compares the two operator fields with each other with any condition operator (such as greater, less, or equal). The calculation field returns either a 1 if the condition is TRUE or a 0 if the condition is FALSE.

You need to link the print layout field that you want to influence through the condition to the condition field.

To do this, you enter the Unique ID of the condition field into the Link to Field field of the print layout field. If the condition field is equal 1 the linked print layout field will be printed, if the condition field is equal 0 the linked print layout field will not be printed.

[Former Member]

Of course you could create formula on PLD. However, what kinds of formula may get what you need?

Thanks,

Gordon

[Former Member]

well both an a/p invoice and a/p credit use the same document date field, taxdate. The PLD for checks for payment says to use opch.taxdate. But when an a/p credit memo appears on the check i would like it to use orpc.taxdate instead.

so the question is what formula will work in PLD that will use opch.taxdate when its an invoice or orpc.taxdate when it's a credit?

or

have a formula to blank out "invoice date" when a credit appears on the line?

[Former Member]

That is called Conditional Formula in PLD. It is not really a formula but combination of additional fields with logical formula and link to property. You may search the forum first to get this info for detail.