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Statement Line Items not purging off statement
I have a few customer statements that although payments and returns have been
applied to invoices and paid in full are not purging off their statement??
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 Utf
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3/29/2010 7:18:01 PM |
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There are a few different ways to achieve this outcome.
This method is when NOT using National Accounts.
I find most customers do not want to run the Paid Transaction Removal
process too soon, in case of voids and credits are required.
We modify the RM Statement and add a cacluated field to supress the body
when the current transaction amount is zero.
First step is to link the RM Open File to the RM_Statements_TRX_Temp, using
Key 1 for linking.
In Report Writer, select Tables and add the RM Open file to the report.
Create a conditional calculated field with an Integer type, and add the
RM_OPEN.Current Trx Amount = 0.00000 to the expression.
True case = 0, False case = 1.
Then in the reports section window add the calculated field to the body for
suppress when empty.
Hope this helps,
Mick
"tstrop" wrote:
> I have a few customer statements that although payments and returns have been
> applied to invoices and paid in full are not purging off their statement??
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Utf
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3/29/2010 11:34:02 PM
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Mike - great answer!
Leslie
"Mick Egan" wrote:
> There are a few different ways to achieve this outcome.
>
> This method is when NOT using National Accounts.
>
> I find most customers do not want to run the Paid Transaction Removal
> process too soon, in case of voids and credits are required.
>
> We modify the RM Statement and add a cacluated field to supress the body
> when the current transaction amount is zero.
>
> First step is to link the RM Open File to the RM_Statements_TRX_Temp, using
> Key 1 for linking.
>
> In Report Writer, select Tables and add the RM Open file to the report.
>
> Create a conditional calculated field with an Integer type, and add the
> RM_OPEN.Current Trx Amount = 0.00000 to the expression.
>
> True case = 0, False case = 1.
>
> Then in the reports section window add the calculated field to the body for
> suppress when empty.
>
>
> Hope this helps,
>
> Mick
>
>
>
> "tstrop" wrote:
>
> > I have a few customer statements that although payments and returns have been
> > applied to invoices and paid in full are not purging off their statement??
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Utf
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3/30/2010 7:08:06 PM
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2 Replies
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