Aging Report by Sales Person

[dbigelow]

Here is my report: I have created a sales aging report grouped as follows: All Caps = groups

SALES ID
DOCUMENT DATE
INVOICE
details
then of course all the footers; because their are multiple payments to invoices I had to group by invoice in order to only show the one invoice. I then summed all payments to an invoice and created a calculated field to show the difference. If the Invoice has been paid (ie the formula result is zero) I used the suppression formula to suppress the header - Because the company invoices every 6 weeks they wanted to group by date, they also wanted to see an outstanding total by date, so I created a running total and put it in the DOCUMENT DATE footer(2) and used the suppress if running total is zero - here is my problem:

The document date header will print for one or two lines and then stop even though there is outstanding invoices for that date:

10/6/2003
Invoice123 400

Total for 10/6/2003 400


(No Header Prints)
Invoice321 600

Total for 1/1/04 600

What I am I doing wrong - it is driving me crazy

 

[GJParker]

Your textaula description is rather confusing also you mention you have a number of formulas and running totals, which mare used to suppress different sections fo the report, yet you haven't shown these.

as these suppression formulas are no doubt the problem here, it would be advisable to show the layout of the different sections of your report and any formulas, running totals and suppression formulas.

HTH



Gary Parker
MIS Data Analyst
Manchester, England

 

[lbass]

I would avoid using the running total for the suppression formula. If you don't have duplicate data (which could make summaries inaccurate), then use a formula like the following as the suppression formula:

sum({invoice.amtdue},{table.docdate} - sum({table.payments},{table.docdate}) = 0

-LB