Hello. I am working on a Finance Report where the report requests the date that an account goes into a credit balance status. There could be multiple transactions on the same account spread across different dates so it is important to pull the exact date the account dips below zero.
My groupings go like this:
1. Location
2. Account ID
3. Posting Date
4. Transaction #
In each, I have a running total to add up the transaction amounts and determine when the account becomes a credit balance (below 0).
I've come up with the following formula to try determining the necessary date: if {#RTotal2} < 0 then minimum({Command.TX_POST},{Command.HSP_ACCOUNT_ID}) else ""
I know this isn't correct but have no idea if it is a whileprintingrecords logic to try and pull that earliest date, but can't figure it out. Any help is HUGELY appreciated.
My groupings go like this:
1. Location
2. Account ID
3. Posting Date
4. Transaction #
In each, I have a running total to add up the transaction amounts and determine when the account becomes a credit balance (below 0).
I've come up with the following formula to try determining the necessary date: if {#RTotal2} < 0 then minimum({Command.TX_POST},{Command.HSP_ACCOUNT_ID}) else ""
I know this isn't correct but have no idea if it is a whileprintingrecords logic to try and pull that earliest date, but can't figure it out. Any help is HUGELY appreciated.