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Listing by date and not transaction number

Posted: 28 Jan 2013, 13:53
by carolinei
Hi,

I want to do an all items statement, but show everything listed by date and NOT by transaction number. The reason being we made some corrections and I am issuing an all items statement, but it is showing the 2009 corrections at the very end of the statement after my 2012 invoices as it is listed by transaction number.

I am using Sage 50 2009 V15 and am okish with report designer, I just cannot see how to change it to date.

Any help would be appreciated.

With Regards

Caroline

Re: Listing by date and not transaction number

Posted: 28 Jan 2013, 15:02
by brucedenney
Hi Caroline

If you open up the statement in the report designer you will see that there is a section HEADER_NUMBER, this forces a sort on the data.

What you need to do is to insert another group section based on AUDIT_HEADER.DATE above the HEADER_NUMBER header group (or below the footer) this will make it group/sort the date and then by transaction number within each date.
You can hide the section as there is no need to print anything in it.



Bruce

Attached is a date statement, but I did it in V2012, so might work for V2009

Re: Listing by date and not transaction number

Posted: 28 Jan 2013, 17:04
by carolinei
Hi Bruce,

Thanks for the response, but when I do that they are still showing by transaction number and note by date. An example is one of the girls in the office deleted a sales receipt from 2010 in error, we entered the receipt back into sage using the sames dates that it had originally been entered.

When I now do an all items statement the 2010 receipt is showing at the bottom of the 2013 invoices and payments which looks totally wrong. I want it to be listed by the date it was issued, not entered.

Rgds

Caroline

Re: Listing by date and not transaction number

Posted: 29 Jan 2013, 17:28
by brucedenney
I understand what your issue is.

What I suggested doing should have fixed it.

Can you attach your altered layout to a posting and I can see what has gone wrong.

Did you try the statement layout that I posted?