Report Designer - Only show transactions that are due on statement

I am trying to create a reminder letter based on the default 'Statements and Advice (Single)' layout in Sage 200 report designer. At the moment the statement layout shows all unallocated transactions whether they're due or not. 

What I need is to only show transactions that are due within the next 7 days or that already due. I only have limited experience with the tables used in this layout so I cannot think of an easy way of achieving this. 

Does anyone know how I might be able to achieve this?

  • 0

    This should be possible, but complicated.  it is possible to add days to dates, and do date comparisons in the report designer, and of course you can use these functions in filters.  so you might be able to add a report filter to check the SLPostedSalesTran.DueDate is between today and today + 7 days.  if that does perhaps a section filter to do the same.  if you are an end user i would talk to your BP,  if you are a BP then perhaps try and get hold of the report designer and advanced report designer course notes.

  • 0

    Hi @Josh SWR check your sales ledger settings. The processing tab dictates what does and does not appear on the statement. i.e. all transactions. Just outstanding or outstanding + a date range.