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Re: Generic A/R report

From: Dale Jacks
Date: Monday, June 16, 2003
Time: 6:21:51 am

I would like to give it a try. Would you please tell me which fields I
would need to sort by...or export. I can get the report outside of
Optigold....if I knew which fields to export.

Please be specific about those fields. Thanks.

Dale Jacks

-----Original Message-----
From: isp-list@optigold.com [mailto:isp-list@optigold.com] On Behalf Of
Shawn Hogan
Sent: Friday, June 13, 2003 12:39 PM
To: Optigold ISP List
Subject: Re: [Optigold ISP] Generic A/R report


Dale Jacks wrote:

> I need to produce an accounts receivable report that sorts by
> productID....not just the first listed product id, but each product
> listed on an invoice.....
>
> For example, This might be the products listed on unpaid invoice 1:
>
> product 1 $10
> Product 3 $45
> Product 17 $5
>
> And unpaid invoice 2:
>
> Product 1 $10
> Product 2 $100
> Product 3 $15
>
> I need a report that will tell show me:
>
> A/R Product 1 $20
> A/R Product 2 $100
> A/R Product 3 $60
> A/R Product 17 $5
>
> How can I do this?

Unfortunately it wouldn't be possible. The A/R report comes in two
flavors currently... One is based on the customer record and the balance
due for the customer, the other is based on the individual invoices and
the invoice total. There is not one that is based on line items on
invoices. Although I imagine it's *possible* to make one, I think it
would be very, *very* slow because it would have to go through 2
unindexable relationships (Line Items
-> Invoice -> Customer). So it would be about as speedy as the income
projection report I think...

- Shawn

----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696


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