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Link BR Transactions to AP Vendor

  • 1.  Link BR Transactions to AP Vendor

    Posted 05-11-2020 09:18
    I am trying to create a simple report that pulls checks from BR_Transactions. I also need the Vendor Address from AP_Vendor. Come to find out there is no Link (that I can see) between these 2 files. Anyone done this before or have any ideas? TIA

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    Kenny Daniel
    Technoclarity, Inc.
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  • 2.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 09:23
    Edited by Doug Higgs 05-11-2020 09:30
    You may need 3 tables:  AP_CheckHistoryHeader, AP_Vendor, and BR_Transaction.  Join BR_Transaction to AP_CheckHistoryHeader and then join AP_CheckHistoryHeader to AP_Vendor.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 3.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 09:29
    Edited by Doug Higgs 05-11-2020 09:30
    Edited my last post.  Join BR_Transaction to AP_CheckHistoryHeader and then join AP_CheckHistoryHeader to AP_Vendor.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 4.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 10:29
    Thanks @Doug Higgs. I tried that but even that is iffy. There is no checkseqno or anything that links APCheckHistoryHeader to the BR_Transaction. I don’t know how Sage does it so that when a check is Cleared in BR they Clear it in The AP History Header File. I think that might be why they asked for this report. They are saying that in certain occasions the checks cleared in BR are not being Cleared in AP. Might be when there are Reversals or a check is used more than once. Bug?

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    Kenny Daniel
    Technoclarity, Inc.
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  • 5.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 15:34
    The reference No field in the br_transaction table appears to be the div_vendor number combined.  Anyway to create a link with this in Crystal?  If Excel or Access were in place you could do it fairly easy.  Not sure using straight Crystal.  Call all Crystal Gurus.....

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 6.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 16:01
    Edited by Alnoor Cassim 05-11-2020 16:03
      |   view attached
    Using Jeff's note about the Reference No field it is possible with Crystal via subreport. In the subreport itself adjust the linking in the Record Selection to grab only the 1st 2 characters from ReferenceNo for the APDivisionNo and the next 7 for the VendorNo. Here is an example of adding Vendor Name based on this subreport link parsing (v2019 pointed to ABC demo data).

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    Alnoor Cassim

    Accounting Systems, Inc. (ASI)
    Email: alnoor@asifocus.com
    Orange County, CA
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    Attachment(s)



  • 7.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 17:36
    Thank you @Alnoor Cassim. Very clever but you already knew that :)  This will work for what i'm trying to do. Any idea how Sage is linking BR_Transaction to AP_CheckHistoryHeader? There is no CheckSeq in BR_Transaction​. If you have the same check number twice or do a Reversal how do they update the right CheckSeq with the ClearedDate? Not asking you to spend more time on this because your solution will work. I'm just curious if you already know.

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    Kenny Daniel
    Technoclarity, Inc.
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  • 8.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 18:06
    Kenny,

    The entry number field is your sequence number



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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
    ------------------------------



  • 9.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 18:20
    Jeff, unfortunately it is not. If you compare the same check number in both files you will see that in HistoryHeader they are mostly 000000 whereas in BR it could be 000001 or anything else for that matter. Maybe I'm wrong but that's what i'm seeing.

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    Kenny Daniel
    Technoclarity, Inc.
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  • 10.  RE: Link BR Transactions to AP Vendor

    Posted 05-11-2020 23:34
    Kenny it look like AP_TransactionPaymentHistory (the old API file) is used as an intermediary go between the 2 tables. The CheckHistoryHeaderSeqNo in there is how the AP_CheckHistoryHeader record is uniquely identified. Here are the specifics if interested:

    Look at that AP_TransactionPaymentHistory table in File Layouts, you'll see a KBANKREC key there. It reads AP_TransactionPaymentHistory via KBANKREC key (not KPrimary) and passes in from BR_Transaction the BankCode, DocumentType, CheckNo (into BRCheckNo), BRACHCheckSeqNo, CheckDate, and EntryNo fields. 

    Once it lands on the AP_TransactionPaymentHistory record, next it updates the ClearedDate and ClearedBank in there. Then from that very same AP_TransactionPaymentHistory record, it takes the BankCode, CheckNo, and CheckHistoryHeaderSeqNo and reads the related record out of AP_CheckHistoryHeader (using regular KPrimary key).

    Finally in AP_CheckHistoryHeader it updates the ClearedDate and ClearedBank.

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    Alnoor Cassim

    Accounting Systems, Inc. (ASI)
    Email: alnoor@asifocus.com
    Orange County, CA
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  • 11.  RE: Link BR Transactions to AP Vendor

    Posted 05-12-2020 10:05
    Thanks again Alnoor. I wonder if that's where the problem lies. I originally wrote the report to pull the "Cleared" status from AP_CheckHistoryHeader but customer kept saying that checks they cleared and updated in BR where showing as Outstanding. They showed me BR Registers that shows the checks were cleared. When digging a bit deeper I saw that it was mostly the checks that were reversed or had duplicate check numbers That's what led me to believe there is some sort of issue with the CheckSeq..Anyway, I good now and thank you again for taking the time to help and explain.

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    Kenny Daniel
    Technoclarity, Inc.
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