Customer Statements prints too many details.

[dbant2003]

I have been given the job to make the ACCPAC Advantage 5.2 statment 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 used to run the statement process by using an access program 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 chaecked off some statements are in the 30 plus pages range. Grant it some customers do have more than one page but are only showing current month transactions. Would anyone know what can be done to correct the statement so that it is useable for our companies. Any suggestions would be appreciated.

 

[jayconverse]

Just use conditional formatting in Crystal to hide the rows you don't want to see.

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

Thank you it is nice having such a quick response and sometimes the solution is much easier than what you are trying to do. I do have another question in the ARSTOBL the last field is DATELASTST is there any reason that this field is not being updated. It shows that for the particular customer is O shouldn't this field be automatically updated once statemenst are printed.

 

[jayconverse]

I haven't looked into that issue, but I do know that DATELSTST in ARCUS is updated properly.

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

Okay I have been trying to do this and it won't give me the proper results. For some unknown reason we are using Crystal Reports version 7.0.1.100 could this this be why it won't give me the desired results. If not can you explain how to do this correctly.

 

[jayconverse]

The version of Crystal doesn't matter, it's the data that counts.

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

I am wondering if maybe one reason why the statements prints so much is due to the fact that the clear statement doucemnts has not worked properly for our company. Is there any special way that this should have been done so that all the old fully paid informatiuon will go away. I would like to know how to get this working properly as I have now corrected our statement to print correctly without applied details and management wants the applied detail to show on statement.

 

[jayconverse]

Well, it may be that those documents have not been fully applied. When you enter a credit note, you have to actually apply it to an invoice, otherwise they'll both appear.

You may also consider changing your statement printing from Open Item to Balance Forward.

Jay Converse
IT Director
Systemlink, Inc.

 

[dbant2003]

We have already made the change from Balance Forward to open item at managements direction. We have been applying credit notes to the invoices. I have even spent three days of doing just that when I started here a couple of years back. This is one reason why IT would do the statements in ACCESS and run proceudres to create the statements. Well the IT person is not with us anymore and we really want to use the ACCPAC statement instead of using the IT method. The statement process would take on avereage to complete 6 - 8 hours from queueing to final printing of the statements. If the documents are cleared properly then it should carry through to the ARSTCUS table I am assuming. If so then there still is something incorrect with our information and this is what I need to find out so that I can get it to work properly.