simple report - Customer Balance.

Washout

Hi,

I am trying to write a report that returns the customers who have exceeded the credit limit.
my report has the following in Customer > ON PreDataitem()

CALCFIELDS(Balance);
SETFILTER("Credit Limit (LCY)", '<=%1',Balance);

but Balance is always 0.

I cant figure out why.

Albertvh

Hi
Put your code in the AfterGetRecord

CALCFIELDS(Balance); 
IF "Credit Limit (LCY)" >= Balance THEN
  CurrReport.SKIP;

Hope this helps.

Albert

Washout

Albertvh wrote:

Hi
Put your code in the AfterGetRecord

CALCFIELDS(Balance); 
IF "Credit Limit (LCY)" >= Balance THEN
  CurrReport.SKIP;

Hope this helps.

Albert

Hi ALbert,

This worked a treat. thank you.

kolaboy

Hi,
I kind of have similar problem.
My problem is i want to sum all the customer balances by filter using Customer posting group in a report.
For example:

customer Posting group Total customer Balance

TTTTT 7,090.987

SSSS 8,908,564


""


""


ETC
can someone help me on this. Sample code to do the magic is welcome.
Thanks

Albertvh

@ Washout - Glad to have helped

@Kolaboy

DataItem Customer
properties
DataItemTableView Customer Posting Group
TotalFields Balance
GroupTotalFields Customer Posting Group

You will only need Section GroupFooter

Hoper this helps


Albert

kolaboy

I have tried what you told me but it does not seem to work for me. I got it working by have the Customer posting group as the first Dataitem and the customer as second which is indented.
Thanks