AR Clear Fully Paid Documents, Statement Data?

[dbant2003]

I am working on cleaning up our ar statement and wondering what these two options actually do. The statement has too many documents on them and we want to show all current transactions in the month the statement is being ran. By clicking the include paid transactions and include applied details shows so many old transactions that the statements are many pages long. I am wondering whether we should be running these periodic processing procedures. We have not done this in the past. We are using AR Advantage 5.2A with current service packs on MSSQL server.

 

[jayconverse]

Why not just change the statement with Crystal?

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

I am doing thst but csn not seem to make it work the way that our customers have been acustomed to. Any suggestion would be greatly appreciated.

 

[jayconverse]

If old documents are showing up on your statements, then they are probably not fully paid. FWIW, most of my clients never clear history unless it's for inactive customers.

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

I would like to restart this conversation. I am in the process of modifying our AR statement and need some help as to get all transactions in the currrent month for which the statement is being ran for. In the past our customers have enjoyed the benefit of seeing all transactions in the current month with the applied details with it. In order to do this the statement was ran and then a vb program was ran in order to strip out the old fully paid transactions out of the statement. It only showed the current month transactions whether it was an invoice or or payment. In trying to limit the documents to current ones we would lose some of the documents (prepayments would not show on statement). What would be the best way to show the current documents on the statement along with the applied details. If I don't make the changes to the statement for some customers will be many pages long where it could be only 1 page of transactions. Any help will be greatly appreciated.

 

[jayconverse]

Just use Crystal's Conditional Formatting on the Detail section.

Jay Converse
IT Director
Systemlink, Inc.

 

[ettienne]

What you are trying to do is pretty near impossible in Crystal, been there done that.
In AR 5.4 they will have an option to print statements in exactly that format, invoices and applied detail for the current month and only outstanding invoices for prior months.

 

[dbant2003]

If it nearly impossible to do in Crystal then how would you do statements then, showing the current transactions with applied details and all outstanding invoices. I would like to be able to use some thing for this month if possible.

 

[ettienne]

I worked for a 3rd party developer for Accpac and we spent a 1000 hours trying to rectify above problem in the older version of Accpac, no luck. It's a dream to get it right with the older versions, wait for AR 5.4, they do it right.