AR Customer Statement problem.

[dbant2003]

I have been given the job to make the ACCPAC Advantage 5.2 statement work with our information. The problem that I am having is that we only want the current months transactions and applied details, what we get is more information than needed. IT created a program to run the statement process by using access that would run the statements through a series of procedures to strip out any old information and keeping only the current monthly transactions. I have been using the Crystal report form to create a paramter or formula that will only take the current transactions and outstanding invoices for the customer. If not when the applied details is checked off it prints all the customer history and we only want the current statement periods transactions. Grant it some customers do have more than one page but we want to only show all current month transactions with the applied details. Would anyone know what can be done to correct the statement so that it is useable for our companies. I am thinking that a formula or some form of conditional formating with supression will work but I am not sure what would be the easiest method. Any suggestions would be appreciated.

 

[dk87]

Maybe try using the current month info as your main report and pull the detail in a sub report.