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Editing of customer statement layout

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RMME5
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Editing of customer statement layout

Post by RMME5 » 02 Feb 2022, 15:51

My first post, although have gained a few nuggets from here previously thanks.

Would like to use a grouped and o/s items layout but be able to use the stmt.text field from audit.split table, as stored in settings. This wil give a generic description I appreciate (we'll change from goods/services default :) ). Am sure there must be a table join or filter that is stopping this working as intended? Reason for changing is that details field of invoice now holds data to assist us in tracking invoices etc ands matching to external reports, but would be largely meaningless to customers.

Thanks for assistance.

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brucedenney
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Re: Editing of customer statement layout

Post by brucedenney » 02 Feb 2022, 16:10

Hi you can do this BUT

As soon as you add the Splits table, you will the same number of lines as you have splits in the details section.

To get around this add a group header/footer for the Audit Header and move the fields in the details section into the group header or the footer.
Hide the details section
Change the AUDIT_HEADER descriptions to the AUDIT_SPLIT description
This will now print either the group header with the description from the first split item or the group footer with the description off the last split item
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.

RMME5
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Re: Editing of customer statement layout

Post by RMME5 » 02 Feb 2022, 20:55

Bullseye! Thanks :D :D :D

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