Creating custom AR groups with formula

[BigC72]

Hello,

I am using CR 8.5 and hooking a DB2 database via ODBC connection. I am trying to create some custom groups by using a formula to create them. The groups I am trying to create are patients that fall into the different categories of accounts receivable such as < 30 days, 30-60 days, 60-90 days and so on. I have started the formula with the following expression and it checks out ok:

if {TRANSACTIONS.OPEN_BALANCE} > 5 and

{TRANSACTIONS.BEGIN_SERVICE_DATE} < CurrentDate - 30 then "30 Days"

it's only when I try to expand on this that I run into a problem. I'm not sure if I'm going about it the wrong way but I could sure use some insight. Thanks

 

[bdreed35]

You should post the whole formula that you have and explain exactly what the error is.

If you need to expand your if statement, you can do it like this:

if {TRANSACTIONS.OPEN_BALANCE} > 5 and
{TRANSACTIONS.BEGIN_SERVICE_DATE} < CurrentDate - 30 then "30 Days"
else if {TRANSACTIONS.OPEN_BALANCE} > 5 and
{TRANSACTIONS.BEGIN_SERVICE_DATE} < CurrentDate - 60
then "30-60 Days"
else if {TRANSACTIONS.OPEN_BALANCE} > 5 and
{TRANSACTIONS.BEGIN_SERVICE_DATE} < CurrentDate - 90
then "60-90 Days"
else "> 90 Days"

~Brian

 

[BigC72]

Thanks Brian....