Hello Don Chichie there are plenty of consultants in the community who will be able to assist.  Where are you located?  Normally we recommend forming a relationship with a local Sage 300 Business Partner/Consultant who will be able to program Crystal Reports more efficiently for you by having a better, local understanding of your business.  The most cost-effective way of assisting with your enquiry will be to print a statement run from your current Web Screens to PDF using the standard A/R Statement layout already configured (see example below), then mark the PDF with the changes you want so the consultant can see visually what you wish to achieve.  It will then be easier and faster to quote for and perform the work.

As a background the A/R Statement system in Sage 300 is designed so you can perform statement runs every week to keep on top of debtors and cashflow without bombarding customers with repeat statements as only customers moving into new aging periods or who have newly outstanding documents will receive invoices.  There are lots of options on the default statements screen already on controlling who and when customers receive statements.  This will also be an important conversation to have with your consultant.

Good luck!....Tim

Thanks very for the quick response. I am a certified consultant however, the client needs are getting way beyond my capabilities. I have already customised the Customer transaction report which comes close to what they are looking for. However, I am enable to provided opening and closing balances for each time a report is generated irrespective of the date and transaction unpaid as at the time the report is been generated. 

That's the reason why published the request for support. 

Hi Don, 

I have created a  similar report for a customer of mine. However, I could not find a way to build it using Crystal Reports only. As a matter of fact, I used Realisable IMan (ETL tool) to build the data (retrieve and calculate) by customer and populate a customised report. This IMan job also sends the statements by email. It runs twice a month and works nicely as requested by the customer.

At the end, the statement has :
- Credit Limit
- Credit Available
- Total Past Due
- Statement Balance
- due amounts (Current, 1-30 days overdue , 31-60 days overdue, 61-90 days overdue, over 90 days overdue, due forward)

The point is you may want to use an ETL solution to help building a more complex statement.

Eudes

Is it possible you could assist me in this direction. I really need to resolve this ticket, it is been almost a year now.