balance on portals

[gregorytan]

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

[gregorytan]

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

[comment]

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

[gregorytan]

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

[gregorytan]

HI

Can we use the report method to get this?

Cheers

HI

Thanks, will rearrange the statement.

[comment]

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.

[gregorytan]

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.