Report Builder Joins Question

Yahoo Archive
1
Thanks, Thomas. I'll check that out.


On Tue Feb 14 6:40 , 'Thomas Wojewoda' <twojewoda@...> sent:

>Doesn't CashDTL have information about closed invoices only? I have this vague
thought that it contains information about invoices that are paid. "Cash Receipts
Detail records. This is a sub-file to the CashHead record. It is also a subset to
InvcHead for records which are related to invoices. This file not only contains
payments on invoices but also has Invoice adjustments, credit memo transfers." -
there is not information on pending invoices. I suggest trying to do it with
CashHEAD, but that is just what comes to my mind.
>
>Thomas Wojewoda
>V 6.10.526
>
>
>Subject: [Vantage] Report Builder Joins Question
>
>>Hello.
>
>
>
>>Using Report Builder, I wrote a Customer Transaction History Report for
>
>invoices/payments. I am using InvcHead for the Master Table, and joining it to
>
>CashDtl via Company and InvoiceNum and joining it to Customer via Company and
>
>CustNum. The report works great, but only for Closed Invoices. I am pretty
>
>confident that I am not seeing Open Invoices on the list because of the way I did
>
>my Joins, but when I try to join it a different way, I get duplicate entries (a 1
>
>page report still creates past 147 pages, listing the same invoice number, etc.).
>
>
>
>>Any ideas?
>
>
>
>>Thanks!
>
>>Rebecca
>
>>P-K Tool & Mfg. Co.
>
>>
>
>>
>
>>
>
>>
>
>
>
>
>
>
>
>Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
>(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal
Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
>(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
>(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
>Yahoo! Groups Links
>
>
>
>
>
>
>
>
>This transmission may contain information that is privileged, confidential and/or
exempt from disclosure under applicable law. If you are not the intended recipient,
you are hereby notified that any disclosure, copying, distribution, or use of the
information contained herein (including any reliance thereon) is STRICTLY
PROHIBITED. If you received this transmission in error, please immediately contact
the sender and destroy the material in its entirety, whether in electronic or hard
copy format. Thank you.
>
>
>
>
>
>Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
>(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal
Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
>(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
>(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
>Yahoo! Groups Links
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> To visit your group on the web, go to:
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2
>Hello.

>Using Report Builder, I wrote a Customer Transaction History Report for
invoices/payments. I am using InvcHead for the Master Table, and joining it to
CashDtl via Company and InvoiceNum and joining it to Customer via Company and
CustNum. The report works great, but only for Closed Invoices. I am pretty
confident that I am not seeing Open Invoices on the list because of the way I did
my Joins, but when I try to join it a different way, I get duplicate entries (a 1
page report still creates past 147 pages, listing the same invoice number, etc.).

>Any ideas?

>Thanks!
>Rebecca
>P-K Tool & Mfg. Co.
>
>
>
>
3
Doesn't CashDTL have information about closed invoices only? I have this vague thought that it contains information about invoices that are paid. "Cash Receipts Detail records. This is a sub-file to the CashHead record. It is also a subset to InvcHead for records which are related to invoices. This file not only contains payments on invoices but also has Invoice adjustments, credit memo transfers." - there is not information on pending invoices. I suggest trying to do it with CashHEAD, but that is just what comes to my mind.

Thomas Wojewoda
V 6.10.526


Subject: [Vantage] Report Builder Joins Question

>Hello.



>Using Report Builder, I wrote a Customer Transaction History Report for

invoices/payments. I am using InvcHead for the Master Table, and joining it to

CashDtl via Company and InvoiceNum and joining it to Customer via Company and

CustNum. The report works great, but only for Closed Invoices. I am pretty

confident that I am not seeing Open Invoices on the list because of the way I did

my Joins, but when I try to join it a different way, I get duplicate entries (a 1

page report still creates past 147 pages, listing the same invoice number, etc.).



>Any ideas?



>Thanks!

>Rebecca

>P-K Tool & Mfg. Co.

>

>

>

>







Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links








********************
This transmission may contain information that is privileged, confidential and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.
4
Not to state the obvious,
But do you require more information that is available in the Customer
Statement report under AP?
Aaron Hoyt
Vantage Plastics

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]On Behalf
Of rschmuck@...
Sent: Monday, February 13, 2006 7:51 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Report Builder Joins Question


>Hello.

>Using Report Builder, I wrote a Customer Transaction History Report for
invoices/payments. I am using InvcHead for the Master Table, and joining it
to
CashDtl via Company and InvoiceNum and joining it to Customer via Company
and
CustNum. The report works great, but only for Closed Invoices. I am pretty
confident that I am not seeing Open Invoices on the list because of the way
I did
my Joins, but when I try to join it a different way, I get duplicate entries
(a 1
page report still creates past 147 pages, listing the same invoice number,
etc.).

>Any ideas?

>Thanks!
>Rebecca
>P-K Tool & Mfg. Co.
>
>
>
>




Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links
5
Unfortunately, my controller doesn't like any of the standard reports; he wants to be
able to export everything into Excel. :(


On Tue Feb 14 6:52 , 'Aaron Hoyt' <aaron.hoyt@...> sent:

>Not to state the obvious,
>But do you require more information that is available in the Customer
>Statement report under AP?
>Aaron Hoyt
>Vantage Plastics
>
>-----Original Message-----
>From: vantage@yahoogroups.com
[vantage@yahoogroups.com','','','')">vantage@yahoogroups.com]On Behalf
>Of rschmuck@...
>Sent: Monday, February 13, 2006 7:51 PM
>To: vantage@yahoogroups.com
>Subject: [Vantage] Report Builder Joins Question
>
>
>>Hello.
>
>>Using Report Builder, I wrote a Customer Transaction History Report for
>invoices/payments. I am using InvcHead for the Master Table, and joining it
>to
>CashDtl via Company and InvoiceNum and joining it to Customer via Company
>and
>CustNum. The report works great, but only for Closed Invoices. I am pretty
>confident that I am not seeing Open Invoices on the list because of the way
>I did
>my Joins, but when I try to join it a different way, I get duplicate entries
>(a 1
>page report still creates past 147 pages, listing the same invoice number,
>etc.).
>
>>Any ideas?
>
>>Thanks!
>>Rebecca
>>P-K Tool & Mfg. Co.
>>
>>
>>
>>
>
>
>
>
>Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
>already linked your email address to a yahoo id to enable access. )
>(1) To access the Files Section of our Yahoo!Group for Report Builder and
>Crystal Reports and other 'goodies', please goto:
>http://groups.yahoo.com/group/vantage/files/.
>(2) To search through old msg's goto:
>http://groups.yahoo.com/group/vantage/messages
>(3) To view links to Vendors that provide Vantage services goto:
>http://groups.yahoo.com/group/vantage/links
>Yahoo! Groups Links
>
>
>
>
>
>
>
>
>
>
>Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already
linked your email address to a yahoo id to enable access. )
>(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal
Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
>(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
>(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
>Yahoo! Groups Links
>
> To visit your group on the web, go to:
> http://groups.yahoo.com/group/vantage/
>
> To unsubscribe from this group, send an email to:
> vantage-unsubscribe@yahoogroups.com
>
> Your use of Yahoo! Groups is subject to:
> http://docs.yahoo.com/info/terms/
>
>
>