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  • 1.  Select AR Invoice History Printing - Customer Type

    Posted 12-09-2020 21:51
    I have a customer on 2018.10

    They would like to add selection criteria for Customer Type to the AR Invoice History Printing.

    I think what I need to do is add that UDF to AR_InvoiceHistoryHeader ( pull from AR_Customer/customer type during update )and flow it to the AR_InvoiceHistoryWRK

    I believe my challenge is that unless this UDF exists with populated data in the AR Invoice History main file I can't select it in the standard AR Invoice History printing selection screen.

    Which means this probably works well going forward but not at all for history ( unless I populate with VI )

    Actually, I found I can see the selection criteria -- I just get "No data selected for printing".

    From memory and research, I think this is because the select criteria run against the main table ( not the WRK ).

    Is there any trick I'm overlooking short of
    a. VI all the data to the AR Invoice History Header
    b. Build select criteria into each form ( they have about a dozen companies so I'd prefer not to do this for all 12 )


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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: Select AR Invoice History Printing - Customer Type

    Posted 12-09-2020 23:58
    I would lean toward populating the invoice history with a customer type UDF...  What are they trying to accomplish with the customer type filter?  Do they send out invoices at ME?  Can you get by by going forward?

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    Jeff Schwenk
    FORMER 90M Board Member
    Bottomline Software, Inc.
    Waynesboro VA
    540-221-4444
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  • 3.  RE: Select AR Invoice History Printing - Customer Type

    Posted 12-10-2020 14:04
    I think my other issue might be that I'd have to create new copies of existing forms. I believe invoice history printing relies on existing forms and if I use a parameter it may appear during regular invoice printing which we definitely wouldn't want.

    I'm not sure why they have made this request. I'm gathering information in advance so if I tell them it's not an easy solution that I don't have to deal with them Googleing and calling another few resellers and coming back to me to say that I have overlooked something.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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    Original Message


  • 4.  RE: Select AR Invoice History Printing - Customer Type

    Posted 12-10-2020 15:29
    For odd printing requests, I'd ask if they want to set up automation (Visual Cut, which requires redeveloping the form for running without the work table) as an alternate strategy.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


  • 5.  RE: Select AR Invoice History Printing - Customer Type

    Posted 12-11-2020 04:12
    Edited by Dan Burleson 12-11-2020 11:54
    @Wayne Schulz A simple solution (no importing necessary) would be to use a UDT with a single 4 character key field named "CustomerType", add the same sized UDF to AR_InvoiceHistoryWrk like you mentioned above, and a separate form. Have the customer enter one or more CustomerType values in the UDT.

    1. Link UDF_CUSTOMERTYPE's between the tables and put the CustomerType field from the UDT on the report anywhere or hidden
    2. Enable "Suppress Printing If No Records" in "Report Options" so if the UDT has no records the report will be blank
    3. Check "Exclude From Report Selection" when creating the work table UDF doesn't show up in any form "Selections" grid
    ​


  • 6.  RE: Select AR Invoice History Printing - Customer Type

    Posted 12-17-2020 14:01

    I add AR_CUSTOMER to the invoice form

    I create a parameter to prompt for CustType

    I tell invoice history printing to print all 

    I'm never prompted - Sage appears to ignore the parameter



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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 7.  RE: Select AR Invoice History Printing - Customer Type

    Posted 12-17-2020 14:50

    I believe the issue is that the select has to be on the GROUP ( x-ref from another thread )



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    Wayne Schulz - Schulz Consulting - 860-516-8990
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