AR Aging report

[DBergkamp10]

Hi,

I am creating a simple A/R aging report in Crystal XI and I am using the AROPNFIL_SQL table and the ARCUSFIL_SQL table. Am I using the correct tables? Also, if I want to add criteria for only choosing open items and include items past the aging date, what fields would I use?

Thanks very much in advance.

Ivan

 

[NEmacGuy]

Good Start,
You are going to want to group on cus_no, apply_to.
Doing an aging is one of the more advanced reports, not the hardest, and not the easist. I usually cheat on writing an aging and write a view in SQL that groups the AR Open file by cus_no and apply_to (where apply_to<>0) and sum amt_1 + amt_2, and use this view as my open item filter by joining it back to the AROPNFIL.
I like items past aging date applies more to AP then to AR. AR the invoice date would also normally be the distribution to GL date, but this is not true in AP.

 

[DBergkamp10]

Hi and thanks very much for your response.

I will look into it, basically you are using the join, and it will only pick up something that exists.

 

[DBergkamp10]

Okay, I figured this out, thanks a lot, that was extremely helpful. I must have been too close to the problem, as I wasn't seeing the whole picture.

 

[katididdy]

How did you write that SQL view? I've been trying to do the same thing for 2 days, and I get all the invoices for each customer, paid or open. I'm trying to only view the open invoices. Please share how you got this to work.

 

[dgillz]

A closed invoice is where you add all the amounts together (amt_1+amt_2) for the same apply_to_no, and this sum is zero.

Fully paid items will stay in this table FOREVER, unless you run the purge open item file process in AR.

Software Sales, Training, Implementation and Support for Macola, Synergy, and Crystal Reports. Check out our Macola tools:

http://www.gainfocus.biz/exceladdin.html