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TOTAL VALUES BASED ON DISPUTED
TOTAL VALUES BASED ON DISPUTED
Hi
I have created a report that we send out to our suppliers showing what invoices are on our system and what is approved for payment and what is in dispute and the dispute code/reason. I am unable to add total boxes to identify the approved value for the month and the disputed value for the month.
Please see example attached. Can anybody advise please how to insert the total values of the invoices for approved and disputed?
Eg. on the report a box that shows approved value = £5,714.97 / disputed value = £11.64
Thanks in advance
I have created a report that we send out to our suppliers showing what invoices are on our system and what is approved for payment and what is in dispute and the dispute code/reason. I am unable to add total boxes to identify the approved value for the month and the disputed value for the month.
Please see example attached. Can anybody advise please how to insert the total values of the invoices for approved and disputed?
Eg. on the report a box that shows approved value = £5,714.97 / disputed value = £11.64
Thanks in advance
Login to access the files attached to this post.
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: TOTAL VALUES BASED ON DISPUTED
You need to add a field for the disputed value, set it to 0 for non disputed transactions and sum it in the footer.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: TOTAL VALUES BASED ON DISPUTED
Hi Bruce
Thanks for taking the time to reply.
I don't understand what you mean by set it to 0 for non disputed transactions?
I have added a variable in the account ref footer (audit.split.disputed) and set the function to sum?
Thanks
Thanks for taking the time to reply.
I don't understand what you mean by set it to 0 for non disputed transactions?
I have added a variable in the account ref footer (audit.split.disputed) and set the function to sum?
Thanks
- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: TOTAL VALUES BASED ON DISPUTED
Words can be difficult.
You need a value in the details section that you add up in the footer.
The value of this wants to be set to 0 with an "if" construction where the item is not disputed. When you total this you will have the value of disputed items.
If you are stuck post the sage .report file I can use it to show you how you do it.
You need a value in the details section that you add up in the footer.
The value of this wants to be set to 0 with an "if" construction where the item is not disputed. When you total this you will have the value of disputed items.
If you are stuck post the sage .report file I can use it to show you how you do it.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: TOTAL VALUES BASED ON DISPUTED
Thanks Bruce
I have attached the file as I am not familiar with the if functions or expressions.
I have attached the file as I am not familiar with the if functions or expressions.
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- brucedenney
- Site Admin
- Posts: 4631
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: TOTAL VALUES BASED ON DISPUTED
I had a go with your report, but I only have demo data and it doesn't have items of the right age to work with it.
But I can see from it what I think you are trying to do.
I have made an attempt to illustrate what you need to do with a different report a supplier statement just because it is easier for me to work with.
So what I did was to add an expression item to the details section I called it DisputedCount.
The expression it contains is
This is an "if" construct, so If the disputed flag is 0 it has the value 0 else it has the value 1
It does not print because the Suppress Print property is set to True
At the bottom of the report in the Account Ref footer I have added another expression, it has the value of DisputedCount and it has the Sum function (so it adds up all the DisputedItem values on all the items) It has the reset Section set as the AccountRef Footer so it starts a new count for each invoice.
-------------------------------------------
You could now go further and add an extra detail section which uses a filter so it only prints for disputed items, that contains the dispute text.
-----------------------------------------
Attached is my final version and a pdf of its output, which has text lines for each disputed item and a total number at the bottom.
But I can see from it what I think you are trying to do.
I have made an attempt to illustrate what you need to do with a different report a supplier statement just because it is easier for me to work with.
So what I did was to add an expression item to the details section I called it DisputedCount.
The expression it contains is
Code: Select all
AUDIT_SPLIT.DISPUTED=0?0:1
It does not print because the Suppress Print property is set to True
At the bottom of the report in the Account Ref footer I have added another expression, it has the value of DisputedCount and it has the Sum function (so it adds up all the DisputedItem values on all the items) It has the reset Section set as the AccountRef Footer so it starts a new count for each invoice.
-------------------------------------------
You could now go further and add an extra detail section which uses a filter so it only prints for disputed items, that contains the dispute text.
-----------------------------------------
Attached is my final version and a pdf of its output, which has text lines for each disputed item and a total number at the bottom.
Login to access the files attached to this post.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
Re: TOTAL VALUES BASED ON DISPUTED
Hi Bruce
Thanks for the time taken.
Much appreciated.
Thanks for the time taken.
Much appreciated.
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