I sort of answered my own question: OK, so I found a long way around by running a receivables analysis which I can dump into Excel, sort on prepayment field. This gives no detail, except the amount, but it is a start. I am not confident this provides all outstanding CUPOA’s, but, it allows me to group the overview of what is out there. I will need to drill down on my own to gather detail.
Hi - thanks for the input. This however only returns what CUPOA’s have been used in payments - not ones that have been created.
Thanks again for your help and insight, but, no return on that query. I am thinking that since the system does not generate the CUPOA # until after the voucher is approved - that that is why in the voucher queries, the system would not recognize CUPOA as a series ID. Since, until approval/posting, the series ID field is blank.
HI - where would I be getting the data to dump into Access? is there an analysis which provides the headers you refer to?
Hi Linda - I do have access to SQL and used the query you stated with no return. I actually am getting an error on the expression. I tried to look around to see if any of the other expressions work and have not found one yet. When looking at my past mixed payment vouchers, there is no indication there that an item is a CUPOA, the invoice ID field is blank. I do see that the voucher does refer to the payment as “Payment in Advance” and to view the CUPOA # assigned, I have to go to the customer Open Items Ledger or customer Statement. If there are any other suggestions as to what other statements I can use in the SQL, that would be great. In the meantime, I will keep trying when time permits. Patty :)
Here is what I am seeing:
i am running SQL Query Tool. It seems when I plug the word CUPOA in to the statement, i receive an error: regarding using “CUPOA” as a key word - it does not recognize. (running the ledger trans query gives way too much detail not relating to AR to sift through, therefore not a good way for me to go) So, taking a step back as to remove additional statement detail - I ran the query : select * from IFSAPP.cust_open_item_snapshot This also gives a lot of erroneous detail, but, at least it is all AR. From this, I am able to dump into Excel, which I can sort. this does supply all open CUPOA’s that are currently on the books. (It would be grand if there was a way to run a report or query to result in all CUPOA,s that are created, with creation and use history. What I have will do for now.) It is still along way around to where I want to go, but, I arrive fairly close to where I need to be. :) I am seeing that even when running a mixed payment transaction report, the activity does
Hi Adam - The “Re-post Customer Ledger Item” is a brilliant place to retrieve all open CUPOA’s - very simple/concise useful list. Thank you. Although, it only returns Open CUPOA’s. The “Bad Debt Management” seems to only show posted invoices. Thanks a bunch, Patty
I have been informed by Chris that Biz 7.5 legacy system is no longer available. Case closed.
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