Has anyone been able to add statement fields(i.e. balance forward, invoice balance) to an A/R invoice template in crystal reports? If so, how? We are beginners at Crystal Reports but didn't see the fields available in the field explorer.
Has anyone been able to add statement fields(i.e. balance forward, invoice balance) to an A/R invoice template in crystal reports? If so, how? We are beginners at Crystal Reports but didn't see the fields available in the field explorer.
Some of those fields are in the Customer Master File. In that case you can add a UDF to the Invoice works table with those fields as the data source. Then you can add to the form.
Be careful with the aging bucket fields. They won't necessarily be updated before printing an invoice, while the Statement printing function does update the values.
You can add a subreport and link it to the AR_OpenInvoice file. Summarize the balance field for all invoices and display it on the invoice.
Some of those fields are in the Customer Master File. In that case you can add a UDF to the Invoice works table with those fields as the data source. Then you can add to the form.
Be careful with the aging bucket fields. They won't necessarily be updated before printing an invoice, while the Statement printing function does update the values.
I am trying to add the BalanceForward field to my A/R invoice but it's not populating the correct values. Do you know if something needs to be run in Sage in order for the values to populate the current balance from the A/R Customer?
I believe BalanceForward applies only to customers who are NOT "Open Item".
Have you found a field that's able to pull into the A/R invoice that will pull the aging balance?
There is not one field, there are five. The amounts only get updated (moving invoice amounts into older buckets as they pass a threshold) when Aging is recalculated, but the total (adding all five values together) should always be accurate.
You can add a subreport and link it to the AR_OpenInvoice file. Summarize the balance field for all invoices and display it on the invoice.
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