Fees Paid -> Balance Due

[azaveri]

Hello,

I have a database with payment information and I'm trying to do the following:

FeeAmount - FeePaid = Balance Due

The report is grouped by PayType (Cash, Check, Credit Card) and then by user and then by Invoice. I then list the individual FeeName, FeeAmount, AmountPaid, and BalanceDue in the details section.

Ex: An individual pays for a $100 item (feename) with $5.00 cash. This would leave a balance due of $95.00. Then, that same individual pays for the same item by check for $50.00 leaving a balance of $45.00. And so on...

The report should look something like this:

Cash
John
Invoice 1
Fee Amount Fee Paid Balance Due
$100.00 $5.00 $95.00

Check
John
Invoice 1
Fee Amount Fee Paid Balance Due
$95.00 $50.00 $45.00

I'm trying to get the report to display the amounts correctly. Thanks for your help

AZ

 

[Madawc]

So what's the problem?

What you need to do is group by person and invoice. Do totals fo 'Fee Paid', if there can be more than one entry. Assuming 'Fee Amount' is a constant, use a formula field to subtract the sum of Fee Paid from 'Fee Amount'.

The use of Crystal's automated totals is outlined at FAQ767-6524.


Madawc Williams (East Anglia, UK). Using Crystal 10 & 11.5 with Windows XP

 

[Madawc]

I've just re-read your title, is 'Fee Paid'coming out too big? Each detail line in Cystal is based on all of the combinations of linked records. This means a detail can occur twice or more. Group it at that level to overcome the problem.

Madawc Williams (East Anglia, UK). Using Crystal 10 & 11.5 with Windows XP

 

[azaveri]

Thanks for the reply and sorry for the confusion.

What was happening is the Fee Amount and Balance due were coming out incorrect. What's happening is we start off with a fee amount. a payment is then made and a balance is left. that balance should now be the new fee amount. another payment is made and a new balance is left. The balance and fee amount should continue to decrease as payments are made. Hope that made some sense

Thank you for your help

 

[crumpm]

you need a running total on each line, to dsiplay the o/s balance.

I don't have a link to the explanation, but you could look in the 'Help' as it is quite easy to follow.

 

[lbass]

Can you verify that the report can be run for more than one user at a time and that each user might have more than one invoice? I'm assuming you'd want the balance due to be unique to the invoice.

-LB