I need some help with a Past Due Invoice report.
The current report is based upon any invoices with an AGE greater than 30 days.
Here is the info I have currently:
@AGE FORMULA:
datediff("d", {JrnlHdr.TransactionDate}, CurrentDate)
@AgingBracket2 FORMULA:
if {@Age} > 7 and {@Age} < 20000 then {@AmountRemaining}
{JrnlHdr.TransactionDate} <= CurrentDate and
{@AgingBracket2} > 0.00 and
{@AmountRemaining} > 0.00 and
{@Age} > 30.00
However, now I need to incorporate certain criteria for all invoices based upon if they are PAST DUE or NOT.
Invoice # = JrnlHdr.Reference
Invoice Date = JrnlHdr.TransactionDate
Due Date = JrnlHdr.DueDate
Amount = {@AgingBracket2}
# Days = {@Age}
If {JrnlHdr.TermsDescription} in ["COD", "Due Upon Receipt”, “Net 10”, “ Net 10 Days", "Net 15”, “Net 15 Days", "Net 30", "Net 30 Days"]
Therefore:
COD, Due Upon Receipt - show the Amount if the @ Age is any value.
Net 10 days - show Amount if the @ Age is 11 days to 14 days.
Net 15 days - show Amount if the @ Age is 16 days - 29 days.
Net 30 days - show Amount if the @ Age is 30 days or greater.
Thanks in advance for the help!
The current report is based upon any invoices with an AGE greater than 30 days.
Here is the info I have currently:
@AGE FORMULA:
datediff("d", {JrnlHdr.TransactionDate}, CurrentDate)
@AgingBracket2 FORMULA:
if {@Age} > 7 and {@Age} < 20000 then {@AmountRemaining}
{JrnlHdr.TransactionDate} <= CurrentDate and
{@AgingBracket2} > 0.00 and
{@AmountRemaining} > 0.00 and
{@Age} > 30.00
However, now I need to incorporate certain criteria for all invoices based upon if they are PAST DUE or NOT.
Invoice # = JrnlHdr.Reference
Invoice Date = JrnlHdr.TransactionDate
Due Date = JrnlHdr.DueDate
Amount = {@AgingBracket2}
# Days = {@Age}
If {JrnlHdr.TermsDescription} in ["COD", "Due Upon Receipt”, “Net 10”, “ Net 10 Days", "Net 15”, “Net 15 Days", "Net 30", "Net 30 Days"]
Therefore:
COD, Due Upon Receipt - show the Amount if the @ Age is any value.
Net 10 days - show Amount if the @ Age is 11 days to 14 days.
Net 15 days - show Amount if the @ Age is 16 days - 29 days.
Net 30 days - show Amount if the @ Age is 30 days or greater.
Thanks in advance for the help!