Sage 100

Here's a really useful fix that we made today for a customer. We had modified an existing Aged Invoice report for a customer on v4.3. Saved it as report forman ""CUSTOM"". They noticed that while their ""STANDARD"" report would automatically default to today's date -- the CUSTOM one that we created and saved under the new CUSTOM name would not. Turns out this was discussed on the forums about two years ago. It's a WAD -- unless you use this undocumented trick. You saved a set of alternate Report Settings for the A/R Aged Invoice Report under some name other than STANDARD. This unfortunately included the Aging Date report option, so now it always wants to age the invoices as of that same date every time, and this is annoying. You want it to default the Aging Date the same way that it does with the STANDARD Report Settings. This works for me: Open SY_ReportOption table in DFDM. Find the record for the AR_AGEDINVOICEREPORT_UI in your company that has the name of your Report Settings on it. Edit the OptionsString$. Add ; to the end of it. (That looks like an HTML tag, and your browser might've tried to render it, so I will spell it out for you. It's semicolon, less than, capital R, capital T, greater than. No spaces anywhere.) Done. If you browse over to the record for the STANDARD Report Settings, you'll see that it already has this interesting little bit on the end of its OptionsString$ too. It's the magic signal that tells the report code to go default some things (like date options) in a smart way instead of just reading them out of this file. The details of exactly what this little token means will vary from report to report. via: http://community.sagemas.com/t5/Personalization-Customization/A-R-Aging-Date-after-creating-customized-Aging-Report/m-p/6165

thanks Wayne, nice tip.

Great tip!

Thanks Wayne. I have wondered if there was a way to do this.

I've used this method since it was first posted ( by @AlnoorCassim I think). Be sure to check the form after every product update, as some updates reset the value.

I'd like to use this logic for the A/R Cash Receipts Report for the Starting and Ending Dates when using the 'By Date' Selection Criteria. Doesn't look like it can be done the same way as the Aging Report. Anyone?

{bump} I'd like to use this logic for the A/R Cash Receipts Report for the Starting and Ending Dates when using the 'By Date' Selection Criteria. Doesn't look like it can be done the same way as the Aging Report. Anyone? @AlnoorCassim, do you happen to know?

I'll take a look Brett.

@AlnoorCassim et al, just wondering if you happened to come across a magic answer for defaulting the starting and ending dates to today's date when running the A/R Cash Receipts Report. Client runs this report every day, and sometimes multiple times in a given day, so it's somewhat of an inconvenience to have to change the dates all the time. If something can't be done via DFDM like is the case with the Aging Report, I suppose a Script might be a feasible option??

Hey Brett I looked into this. Just like you suspected this report does NOT follow the same logic as the STANDARD report setting of Aging Report where you can apply the DFDM tweak on other report setting to make it behave like STANDARD. In fact when it displays initially By Period it's grabbing current period and FY. When you change it to By Date it is running code to get the starting and ending dates of the FY. Also technically a script isn't allowed to run anyway because Customizer can't access report screens. That can be worked around actually but it's still not suitable for script. However it would be a straightforward mod for us to have the report default in By Date and have the Starting and Ending Date be today's date.

Thanks so much, @AlnoorCassim. I think at this point I'll suggest a custom report to replace the standard report.

Hmm, looks like this doesn't work on more recent versions, e.g., v2015.

Actually, it looks like it does it automatically now on the Aging Report. I was trying with the A/P Cash Req's Report but it seems like that logic doesn't apply to that report.