Differences
This shows you the differences between two versions of the page.
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historical_ar_report_standard [2019/01/17 09:04] (current) |
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+ | Purpose | ||
+ | |||
+ | |||
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+ | The report is used for printing // | ||
+ | |||
+ | |||
+ | |||
+ | Information Structure | ||
+ | |||
+ | |||
+ | |||
+ | The report shows, in logical hierarchy, information from the following different sources and the table the information is contained within: | ||
+ | * GL | ||
+ | * Order (TransHeader) | ||
+ | * Company (TransHeader) | ||
+ | * A/P Contact Information (AccountContact) | ||
+ | * Payment Terms (PaymentTerms) | ||
+ | * Order Salesperson (Employee) | ||
+ | * Order Division (EmployeeGroup) | ||
+ | |||
+ | |||
+ | |||
+ | Note that, unlike the A/R summary, the Contact Information displayed here is the Company' | ||
+ | |||
+ | |||
+ | |||
+ | Tables Accessed | ||
+ | |||
+ | |||
+ | |||
+ | ||~ **Purpose** ||~ **Table** ||~ **Linkage Information** ||~ **Filter Information** || | ||
+ | || GL Level || GL || || **Where GLAccountID | ||
+ | || Order Level || TransHeader || **Left Join** GL.TransactionID | ||
+ | || Company Info || Account || **Left Join** Account.ID | ||
+ | || Payment Terms || PaymentTerms || **Left Join** PaymentTerms.ID | ||
+ | || Contact Info || AccountContact || **Left Join** AccountContact.ID | ||
+ | || Salesperson || Employee || **Left Join** Employee.ID | ||
+ | || Division || EmployeeGroup || **Left Join** EmployeeGroup.ID | ||
+ | Parameters and Filter Options | ||
+ | || Report Date || ? | ||
+ | || Group Header #1 || Division Name || Division: Division.DivisionName || || | ||
+ | || Group Header #2 || Company || Account.CompanyName || | ||
+ | ||^ || A/P Contact || AccountContact.FirstName + " " + AccountContact.LastName || || | ||
+ | ||^ || Credit Balance || Account.CreditBalance || || | ||
+ | ||^ || Phone || AccountContact.PrimaryNumber || || | ||
+ | ||^ || Payment Terms || PaymentTerms.TermsName || || | ||
+ | || Detail || Order Number || TransHeader.OrderNumber || || | ||
+ | ||^ || Sale Date || TransHeader.SaleDate || display in //short// date format (no time) || | ||
+ | ||^ || Age || Date() - cast(TransHeader.SaleDate as Date) || number of days since Sale || | ||
+ | ||^ || Description || TransHeader.Description || || | ||
+ | ||^ || Current Order Total || TransHeader.TotalPrice || || | ||
+ | ||^ || ?ReportDate Balance Due || **Sum(GL.Amount) ** where GL.EntryDateTime | ||