Post Reply 
 
Thread Rating:
  • 0 Votes - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
How can i stop payments from disappearing after allocation in customer statement?
09-20-2016, 07:20 PM
Post: #1
How can i stop payments from disappearing after allocation in customer statement?
How can i make the payments stop from disappearing after i make allocations?
i want it to show in my customer statement report. I attached the script that i modified. Thanks!!


Attached File(s)
.php  PrintCustStatements.php (Size: 33.18 KB / Downloads: 3)
Find all posts by this user
Quote this message in a reply
09-20-2016, 10:55 PM
Post: #2
RE: How can i stop payments from disappearing after allocation in customer statement?
Have you tried this setting in System Parameters? If set to yes it shows even settled transaction in the last 1 month. YOU can expand the time frame if needed

Show Settled Last Month: Yes-No This setting refers to the format of customer statements. If the invoices and credit notes that have been paid and settled during the course of the current month should be shown then select Yes. Selecting No will only show currently outstanding invoices, credits and payments that have not been allocated
Find all posts by this user
Quote this message in a reply
09-21-2016, 02:17 AM
Post: #3
RE: How can i stop payments from disappearing after allocation in customer statement?
(09-20-2016 10:55 PM)agaluski Wrote:  Have you tried this setting in System Parameters? If set to yes it shows even settled transaction in the last 1 month. YOU can expand the time frame if needed

Show Settled Last Month: Yes-No This setting refers to the format of customer statements. If the invoices and credit notes that have been paid and settled during the course of the current month should be shown then select Yes. Selecting No will only show currently outstanding invoices, credits and payments that have not been allocated

Hi! I just tried this but it didn't work. The payment is not appearing after allocation.
Find all posts by this user
Quote this message in a reply
09-21-2016, 07:10 AM
Post: #4
RE: How can i stop payments from disappearing after allocation in customer statement?
Did you log out and back in? Those parameters are stored in your session variables and won't get refreshed until you log out and in I believe.
That flag works on my 4.11.3 system
Find all posts by this user
Quote this message in a reply
09-21-2016, 06:12 PM
Post: #5
RE: How can i stop payments from disappearing after allocation in customer statement?
If you want to have all transactions shown even if they have been cleared then you need to change the lines in your queries that are of the form:

HAVING ROUND(ABS(SUM(debtortrans.ovamount + debtortrans.ovgst + debtortrans.ovfreight + debtortrans.ovdiscount - debtortrans.alloc)),currencies.decimalplaces) > 0

and remove the - debtortrans.alloc

I think though that you will end up with a lot of angry customers who get pages and pages of a statement with transactions that have been cleared months/years previously.

Tim
Visit this user's website Find all posts by this user
Quote this message in a reply
09-22-2016, 09:06 PM
Post: #6
RE: How can i stop payments from disappearing after allocation in customer statement?
ROUND(ABS(SUM(debtortrans.ovamount + debtortrans.ovgst + debtortrans.ovfreight + debtortrans.ovdiscount)),currencies.decimalplaces) > 0";

i changed it but it still keep removing the payment after allocations
Find all posts by this user
Quote this message in a reply
09-22-2016, 09:20 PM
Post: #7
RE: How can i stop payments from disappearing after allocation in customer statement?
You changed it on each of the queries?

Tim
Visit this user's website Find all posts by this user
Quote this message in a reply
09-23-2016, 02:42 AM
Post: #8
RE: How can i stop payments from disappearing after allocation in customer statement?
worked. Mad thanks tim!
Find all posts by this user
Quote this message in a reply
Post Reply 


Forum Jump:


User(s) browsing this thread: 1 Guest(s)