Customers Based on Currency

[former_member594505]

Hello:

This client only has two segments in its chart of accounts. They're using one of the default charts provided by SAP Business One.

They would like to report customers, based on currency.

Specifically, they would like to have a report listing all customers sorted by currency.

Although I showed them how they can generate a customer aging by currency, they do not think that this will satisfy their needs.

What other way is there of reporting customers by currency?

Thanks!

John

[zal_parchem2]

Hey John - back again with a minor question on this one. 1. What information do they want on that "Listing"??? Might help folks understand how they can help. Regards, Zal.

[agustin_marcoscividanes · Accepted solution]

Hi

FMS = Formatted Search

The FMS is a SQL query assigned to a field that populates this field with the value of the query.

Agustín

[former_member594505]

Hi Agustin:

What is FMS?

John

[agustin_marcoscividanes]

Hi

you can try to add a FMS to change the account when the currency is not local.

You have to define one account for each currency, and mark as associated.

If the customer is multicurrency, the FMS chooses the right account for the customer and the currency.

And maybe the standar report shows the right information.

Kind regards

Agustín

[KennedyT21]

Hi John,

Customized query report or crystal report is the option for your requirement.

Regards,

Kennedy