Good morning,
I need a quick solution to calculate the customer balance to date. The final report must show the balance until the 30.June 2010.
The goal is to have a list per salesmen with the total balance until this date.
What kind of table is recommended and how can I set the right filters ?
regards,
Arno
Date
Votes
5 comments
-
Jet Reports Historic Posts Official comment I would give the Net change field a try. That's the Flowfield which uses the Date filter. The date filter cannot be applied to Balance (or Balance (LCY). And don't forget to apply the ".." to your date filter to tell the system you want all dates up until the end of June.
=NF($D5;"Net change (LCY)";"Date Filter";"..30.06.2010")
More info on the calculation method of Balance or Net change may be found in the Dynamics NAV help. -
Jet Reports Historic Posts Hi Arno,
What database are you using? If you are using NAV you can use the Customer table to get your information. Try using the "Balance on Date" and apply FlowFilters to get the balance for the customer at any given date.
I hope this helps! -
Jet Reports Historic Posts Hello Kloser,
I designed a report according to your definition. But unfortunately not successful.
Maybe some settings not ok. As attachment the jet formulas.
Regards,
Arno
NL Function: =NL("Rows";"Customer";;"No.";"20106343")
NF Function: =NF($D5;"No.") Customer number
NF Function: =NF($D5;"Name") Customer name
NF Function: =NF($D5;"Balance (LCY)";"Date Filter";"30.06.2010") Customer balance -
Jet Reports Historic Posts Hello Hans,
Many thanks for your help. I just make some small modification according to your description.
Now I have my expected results.
Best regards,
Arno -
Petra Janásová Hello Arno,
I am just solving absolutely the same problem. I am not succesful in creating table with the customers´balance at the certain date retroactively. Could you be so kind to help me how did you resolve this matter? I would be very grateful to you.
Many thanks in advance
Petra
Please sign in to leave a comment.