December 29, 201015 yr HI I had created 3 table call invoice, statement and credit. Here i need to create a monthly statement for my invoice. In my statement we have date, invoice no, debit, Credit and Balance. Date.................... Invoice No...........Debit.............Credit............. Balance 12/29/2010............0001................... 120....................................... 120 12/29/2010............0004....................400........................................520 12/29/2010............0006....................320........................................840 12/29/2010..........CN0001....................................120......................720 My problem here is how can we get the balance from portals, and is there anywhere that we can add in the Credit notes in the same portals. Hope that someone here can help me for that. Thanks
December 29, 201015 yr Author HI I had created 3 table call invoice, statement and credit. Here i need to create a monthly statement for my invoice. In my statement we have date, invoice no, debit, Credit and Balance. Date.................... Invoice No...........Debit.............Credit............. Balance 12/29/2010............0001................... 120....................................... 120 12/29/2010............0004....................400........................................520 12/29/2010............0006....................320........................................840 12/29/2010..........CN0001....................................120......................720 My problem here is how can we get the balance from portals, and is there anywhere that we can add in the Credit notes in the same portals. Hope that someone here can help me for that. Thanks PROBLEM.fp7.zip
December 29, 201015 yr 1. There is no need for a Statements table to produce a monthly statement; OTOH, a Customers table would be very useful. 2. A portal cannot show records from more than one table. Either put invoices and credits in the same table, or change your statement's arrangement to something like: Invoices: Date Invoice Debit 12/29/2010 0001 120 12/29/2010 0004 400 12/29/2010 0006 320 Credits: Date Credit Credit 12/29/2010 CN0001 120 Balance: 720
December 29, 201015 yr Author HI Thanks, will rearrange the statement. 1. There is no need for a Statements table to produce a monthly statement; OTOH, a Customers table would be very useful. 2. A portal cannot show records from more than one table. Either put invoices and credits in the same table, or change your statement's arrangement to something like: Invoices: Date Invoice Debit 12/29/2010 0001 120 12/29/2010 0004 400 12/29/2010 0006 320 Credits: Date Credit Credit 12/29/2010 CN0001 120 Balance: 720
December 30, 201015 yr Author HI Can we use the report method to get this? Cheers HI Thanks, will rearrange the statement.
December 30, 201015 yr It's the same problem as with the portal. You CAN do the report from Invoices, summarized by customer, and put a portal to Credits in the sub-summary part. Still, it would be best IMHO to have just one table for both.
December 30, 201015 yr Author Hi Comment Thanks for your help. Cheers It's the same problem as with the portal. You CAN do the report from Invoices, summarized by customer, and put a portal to Credits in the sub-summary part. Still, it would be best IMHO to have just one table for both.
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