Aging Buckets Not Holding Correct Total

[BHERNANDEZ]

I am using Crystal 8 with a SQL database. I have a report that shows each customer's balance and the "buckets" for Current, 31-60, 61 - 90, etc. However, my balance is correct, but the buckets are showing incorrect totals. I have checked and made sure my print date is current and it is. Example: A customer's account balance is $1,000.00 All of it is current, but my buckets show $500 in the current column and $500 in the over 90 days column. I am using the crystal functions out of the formula editor. I can't understand why it won't calculate the age of the balance correctly. I have to write a formula for my due date to convert it to a date format (numbertodate) so my formulas look like this:

If {@duedate} IN AGEDOVER90DAYS THEN
{AMT_1} + {AMT_2} ELSE
0

Any tips are greatly appreciated.

Bridget

 

[dgillz]

Bridget,

Please post your formula for (@DueDate}

I strongly suspect this is because in Macola, the "due date" of a payment transaction does not necesarily match the due date of the original invoice. Hence a payment made yesterday on a 92 day old invoice would show a credit amount in the "current" column, and an amount owing in the "over 90" column.

I have already tackled this problem for another Macola client, so if you feel this is the issue you are upagainst and you want this report just send me an email.

Otherwise lets look a bot closer at your {@DueDate} formula.

Software Sales, Training, Implementation and Support for Exact Macola, eSynergy, and Crystal Reports

http://www.trianglepartners.com

 

[BHERNANDEZ]

Don,
My due date formula is only this: numbertodate(aropnfil.SQL_Due_date). I am making this report off the open receivables rport you've already helped me on. The next thing on my list was to write a formula to change the due dates for credits and payments.

The customer example I stated earlier has all payments and invoices due in march and april. My balance is matching the grand totals balance on the aging report from Macola, but I am showing amounts for CURRENT, 31TO60, 61TO90, OVER90, & NEXT30DAYS. The amounts should only show in the CURRENT and the NEXT30DAYS.

Any report you have will, of course, be greatly appreciated.

BRidget

 

[BHERNANDEZ]

Don,

I think I have solved it. Instead of inserting a grand total for each bucket, I changed it to a running total and now the appropriate amounts are in their corresponding bucket. THanks anyway!

Bridget