RSSCategory: Accounts Receivables

Support Debugging Tool Customization #11 – Restricting Salesperson ID for Existing Customers

| 03/13/2012 | 1 Comment
Support Debugging Tool Customization #11 – Restricting Salesperson ID for Existing Customers

Recently there was a support request in the forum, http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/thread/139b760a-5c63-4b16-b480-79f0a569075c where the requirement was as below. “We want to modify the Customer Maintenance window to make the Salesperson ID field uneditable for existing records only.  I went into Modifier and made this field uneditable but that makes it uneditable each time the window opens.  We […]

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Receivables Inquiry Window – YTD Sales Amount Logic

| 11/18/2011 | 3 Comments
Receivables Inquiry Window – YTD Sales Amount Logic

A client of ours, sent out an email today saying that the YTD Sales Amount that they see on the Receivables Yearly Summary Inquiry window does not match with the Receivables Transactions smartlist’s Sales Amount pulled for the specific customer for the specific year. On analyzing the issue, I noticed that they have only pulled […]

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Support Debugging Tool Customization #10 – Credit Limit Check Skip in Receivables Transaction Entry (using SQL Execute in SDT)

| 11/04/2011 | 5 Comments
Support Debugging Tool Customization #10 – Credit Limit Check Skip in Receivables Transaction Entry (using SQL Execute in SDT)

Recently there was a support request in the forum, http://social.microsoft.com/Forums/en-US/partnerdynamicsgp/thread/a3237a4f-fa4c-4603-8048-94cc0b2af467 where the requirement was as below. “Is there anything in Accounts Receivable that will allow a certain type of document (whatever that may be) bypass the Credit Limit Check? My client has a customer with a Credit Limit of $5000. They are additionally seeking a […]

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Indicator to specify single page or multi page customer statements

| 09/17/2011 | 2 Comments
Indicator to specify single page or multi page customer statements

Recently, I was assisting a forum user, who had requested an option to provide a visual indicator in the footer of the customer statement report, which indicates if the statement has a single page or multiple pages. After a little thought I had come up with this idea and replied back to the forum user […]

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Support Debugging Tool Customization #6 – Removing Voided Documents from Customer Statement

| 08/18/2011 | 2 Comments
Support Debugging Tool Customization #6 – Removing Voided Documents from Customer Statement

Based on a recent support request, I have decided to post yet another article which utilizes the Support Debugging Tool to achieve the above requirement, where in the voided documents do not appear in the Customer Statement. For this requirement, I have customized the RM Statement On Blank Paper version of the Customer Statement. The […]

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Receivables HATB With Aging By Payment Terms (using Document Date)

| 07/21/2011 | 1 Comment
Receivables HATB With Aging By Payment Terms (using Document Date)

As a follow up to my script for generating the Receivables HATB With Aging By Due Date (using Document Date), I have decided to post a script for the same with aging buckets based on the document date (with the logic of payment terms). This will provide the aging buckets for each transaction based on […]

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Receivables HATB With Aging By Payment Terms (using GL Posting Date)

| 07/21/2011 | 2 Comments
Receivables HATB With Aging By Payment Terms (using GL Posting Date)

As a follow up to my script for generating the Receivables HATB With Aging By Due Date (using GL Posting Date), I have decided to post a script for the same with aging buckets based on the document date (with the logic of payment terms). This will provide the aging buckets for each transaction based […]

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