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Customer statement how to link their PO & sales invs fields

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gazmoz17
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Customer statement how to link their PO & sales invs fields

Post by gazmoz17 » 05 Aug 2020, 16:05

Good afternoon,

Is there a way of linking invoice fields in the background so alongside our Inv no. we have customers:
  • Purchase Order number
    1st line of delivery address eg customers name. We are sending on behlaf of our customer to his customer. So needs to be invoices delivery 1st line.
    Delivery address Postcode.
Any help much appreciated. Had a bit of success with data joins in past but cant do this one and find sage literature in this area hard to understand.

Kind Regards
Gareth
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brucedenney
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Re: Customer statement how to link their PO & sales invs fields

Post by brucedenney » 06 Aug 2020, 11:36

Well.... not all the lines on the invoice will link to an invoice, you could have a payment on account or a part payment.

So your join to the Invoicing module on Invref needs to be a parent outer join so that if there is no link, the rest of the data is still returned.

Try this out
SageForum Statement V2.layout
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gazmoz17
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Re: Customer statement how to link their PO & sales invs fields

Post by gazmoz17 » 06 Aug 2020, 15:54

Absolutely magical!... :D :D

Thanks Bruce and for the quick reply. Yeah I didnt think about the odd part payment etc.

Have a customer we build a high volume of roofing kits for and they seem to find it real difficult matching our invoices to there statement. Is high volume to be fair...but I know if contains there PO would really help them out and therefore us.

Thank you very much.

gazmoz17
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Re: Customer statement how to link their PO & sales invs fields

Post by gazmoz17 » 07 Aug 2020, 10:16

Hi Bruce,

Is there a way to add an invoice count for each day underneath the last invoice for that day.... and a total bal amount at the last invoice date for each day.

If theres not a way or too much work doesnt matter as it stands is perfect.

Thanks
Gareth

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brucedenney
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Re: Customer statement how to link their PO & sales invs fields

Post by brucedenney » 07 Aug 2020, 11:46

It is possible

You would need to add a header/footer on date, then in the footer you could do a count and a sum of the amounts.

Not sure how you would want to handle credit notes or part payments on the statement.
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