Find Script for outstanding invoice statement

[Dianne]

I have not written a script before and am trying to figure out how I go about writing a script that will find all my outstanding invoices client by client and organise them into a layout that I can then print out.

I would also like to detail on the statement layout the total amount of invoices which are Current, 30+days, 60+ days and have a final grand total outstanding.

I have a status field on my invoice layout which details the invoice status i.e Pending, Invoiced, Paid etc...

I would also need to include data from other invoice fields in the statement i.e PO number, Invoice number etc...

Has anyone encountered a thread that deals with this or can anyone help me write a script that will do the above

thanks in advance for any help

Diane

[dkemme]

First create a calculation field that calculates the aging of the invoice, text, case(get ( currentdate ) - Date < 30, "Current", case(get ( currentdate ) - Date < 60 , "30+ days", "60+ days" where Date is the field of due date for invoice. This will place the text Current, 30+ days or 60+ days depending upon aging.

Create a summary field that is sum of total amount of invoice.

Then create a layout with the necessary info on invoices, with the summary field in a sub-summary part sorted by the calculation field. Also place a trailing grand summary, both parts with the summary field totaling invoices.

Then create a script that:

Go to layout you just created

Enter find mode, no pause

set field ( invoice status , "Pending" )

Perform find

sort ( calculation field )

Page setup

Print

Hope this gets you started.

DJK