Accounts Receivable detail with different format

roshini

Hi Nav Experts!

Can any one help in logic to develop Accounts Receivable detail report as attached format.

Thanking You

DaveT

Hi,

I not sure what the outer loops that are needed e.g. customer etc

to do a report as show use the Customer Ledger Entry table
Add a dataitem per ageing band and filter the due date

e.g. Due is a filter of workdate - 30 days .. workdate

Hope this helps

Alex_Chow

In the US version, there's a form (10007) that gives a breakdown of the due date tiers. Each date tier can be drilled down to see the invoice details.

Savatage

Thanks for reminding me Alex that form has been buggin me for years - I always wanted to fix it.

Now I did - PS form 10011 goes along with it.

Alex_Chow

Yep, you're right! Form 10007 is part of form 10011 and also part of form 10025.

Not sure why this is not incorporated in the WW version, it seems to be VERY useful for the A/R department in any company.

Alex_Chow

Savatage wrote:

Thanks for reminding me Alex that form has been buggin me for years - I always wanted to fix it.

Now I did - PS form 10011 goes along with it.

What did you have to fix?

Savatage

Alex Chow wrote:

What did you have to fix?

Not really "fix" more like improve - I felt it could have been organized better - plus it's missing a ton of good info that someone using it as a credit management form could use. I tried to make it a one stop place to find out anything you need to know about a customer
From Name, No, Balance, Credit Limit, current-30-60-90, salesperson, terms, contact, phone, fax, comments, unposted orders in the system, etc.

All in one place - kill the tabs