VAT Transactions Report with Supplier/Customer Name not Reference

Posted By Former_Member over 6 years ago

Our supplier and customer accounts use a numerical reference for their ID, rather than letter based. This means that when it comes to running a report for VAT transactions it is hard to identify the supplier or customer names for the transactions.

I've tried adding a different 'Expression' but there doesn't seem to be the one for Account Name (only Account Number).

Can anyone help or advise what the best thing to do to add this expression into the report which will save heaps of time when it comes to reconciling the VAT.

Kind regards

Steve

0 Gary Butler over 6 years ago

Hi Steve

I cant see a way of doing it sadly, it might be worth either contacting your Business Partner (if you have one) or booking an appointment with the Report Design team - details here: https://my.sage.co.uk/public/help/sage-200/sage-200-services.aspx#tabs-2

Otherwise it might be worth logging on the ideas hub to add the Account Name field to the reporting layer & SQL table for SYSTaxTran
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0 Steve Pike over 6 years ago

Thanks Gary for your advice.
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0 Roy Blackwell over 6 years ago

Hi Steve

Is this the standard VAT Transaction report?

If so, the report is joined to the SLCustomerAccounts table and you can replace the SYSTaxTran.AccountNumber for SLCustomerAccounts.CustomerAccountName
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0 Gary Butler over 6 years ago

The problem is then it doesnt show the purchase transactions. I tried adding the PLSupplierAccount table to the data joins in the same way that SLCustomerAccount, which should work. After removing the duplicate joins it kept adding (and giving a An Item with the same key has already been added error), it gave me a dynamic library error.
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VAT Transactions Report with Supplier/Customer Name not Reference

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