Sage 50 Cloud accounts how to find unposted invoices

Question

Hi all, 
 I am writing a basic system to automate chasing of invoice payments from customers so they get an email prompting them to pay outstanding invoices. 
 I am struggling with v28 SDO to collect invoices that have not been posted 
 Can anyone give me an example on how I can go about collecting this information? 
 many thanks, 
 jON

Darron Cockram · Accepted Answer

The POSTED_CODE field tells you if the InvoiceRecord has been posted or not so it's simply a case of iterating over the invoices and checking that field. The "MoveNext Method" help topic in the SDK documentation demonstrates how to enumerate records so would be a good place to start. 
 However, if you want to chase unpaid invoices you would likely not want want to base this on the posted status of the invoice. This is simply an indication of if the SI transactions have been generated for the invoice artefact or not. It does not indicate if the invoice has actually been issued to the customer, or if any payment is still outstanding on it. For this you need to look at the SI transactions themselves and check how much has been paid against it. The "Example - Find Invoice Payments" sample in the SDK documentation would be the best place to start as this is largely the approach I think you would actually need to take. 
 Hope that helps

Sage 50 Accounts

Sage 50 Cloud accounts how to find unposted invoices

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING