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| Another way to get balance forward for a customer |
| Author |
Message |
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| Posted : 2008-09-13 00:12:43 |
Hi,
I am having problems calling sp_reports (on my side, not qodbc)
Is there another way to calculate balance forward for a customer
I am creating custom statements and need the balance forward to complete statement.
thanks
Johan |
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Profile |
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| Posted : 2008-09-14 17:03:54 |
You can start by using this to see transactions, simply change the name to the customer full name you want to see:
SELECT CustomerRefFullName as RowData, Type, TxnDate as Date, RefNumber as Num,
ARAccountRefFullName as Account, Remaining as Amount FROM Sales NOSYNC
where CustomerRefFullName = 'ABC Test Company'and IsPaid = 0
or (CustomerRefFullName = 'ABC Test Company' and Type = 'CreditMemo')
Order by CustomerRefFullName, TxnDate, RefNumber
but if you simply just want the balance of a customer, do:
SELECT Fullname, TotalBalance from customer unoptimized where FullName = 'ABC Test Company' |
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| Posted : 2008-09-14 20:05:08 |
Hi Tom
Thanks for the info,
If I run the queries eg. on the 15th of the month but want to see what the customers balance was at a certain date in the past, eg. the beginning of the month.
Is there a way to specify the date?
Trouble I have currently is that a current payment has closed an invoice in the past and that changes by balance calculation.
TIA
Johan
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| Tom |
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| Group | : Administrator |
| Posts | : 5510 |
| Joined | : 2006-02-17 |
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| Profile |
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| Posted : 2008-09-15 07:43:51 |
| Then you're going to have to use something like this:
sp_report CustomerBalanceDetail show Blank, TxnType, Date,
RefNumber, Amount, RunningBalance
parameters DateMacro = 'LastMonth',
EntityFilterFullNameWithChildren = 'ABC Test Company'
All the predefined DateMacro options available to you are:
|All|Today|ThisWeek|ThisWeekToDate|ThisMonth|ThisMonthToDate|ThisQuarter|ThisQuarterToDate
|ThisYear|ThisYearToDate|Yesterday|LastWeek|LastWeekToDate|LastMonth|LastMonthToDate|LastQuarter
|LastQuarterToDate|LastYear|LastYearToDate|NextWeek|NextFourWeeks|NextMonth|NextQuarter|NextYear| |
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