Macola Progression Workflow Explorer 7.6.4

[lehmanus]

We are trying to move some data to another program and just want the Open invoices, Partial payments, and any Unapplied payments or credits for an Excel file. (or a crystal report). Any suggestions? Thanks



Thanks
Wayne

 

[dgillz]

AP or AR?

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?

 

[lehmanus]

It's A/R, and platform is Pervasive



Thanks
Wayne

 

[dgillz]

I would pure open items from AR, so you will not see all the invoices and payments that net to zero. Then write a crystal against the AROPNFIL_SQL table and group by apply to number within customer.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?

 

[lehmanus]

Hi,
We did as you suggested and the purge did not even touch that file so nothing changed. Suggestions? Thanks



Thanks
Wayne

 

[crystalreporting]

The purge is optional - if you write the report as Don suggests and group by apply to number then transactions that are fully applied will subtotal to zero. You can exclude these transactions in your report by adding group selection criteria.

Peter Shirley
Macola Consultant, PA and surrounding states.

http://www.srhconsulting.com

 

[dgillz]

Actually the AROPNFIL is the only file the purge touches. Are you sure you did not purge open items from AP by mistake?

Write the crystal report as Peter and I have suggested. Then export it to excel. This will work.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?