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reporting debtors

Submitted by Guest on Thu, 09/06/2016 - 13:37
in

Since updating to the version 1.8.1, the debtors section not only brings up customers with outstanding accounts, it also brings up accounts that are unbilled? or have an open invoice that has $0.00 on it. How can I fix this?

Thank you

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Re: reporting debtors

Submitted by tgething (not verified) on Thu, 09/06/2016 - 15:47.

Jim (?) - it is designed to show customers, who although they own nothing, have invoices in the that are in progress (ie unbilled).

I cannot replicate the 'have an open (ie unfinalised) invoice for $0' problem. [Though I must admint that I am running 1.9 - but I am confident that there has been no change in this area since 1.8.1.]

Note that there is a rather sexy debtors report in the Resource Library - see http://www.openvpms.org/customisation/debtors-report-current

Regards, Tim G

Re: reporting debtors

Submitted by croydonvet on Sun, 19/06/2016 - 13:10.

Tim,

On a technical note....

That sexy debtors report has 3 jrxml's attached.  Do I set up a new reprot and upload each of these 3 attachments???

regards Matt RR

Re: reporting debtors

Submitted by tgething (not verified) on Mon, 20/06/2016 - 04:22.

Yes Matt you need to download the resport itself and install it as a report and it uses two subreports, so you alos have to download and install these as subreports.

As it says in the 'Using' section of the resource library - see http://www.openvpms.org/resources-using

"In some cases, the report will also have a subreport (or 'items') .jrxml file. For these you also need to create a template for the subreport, and in this case the Template Type will be Subreport."

Regards, Tim G

Re: reporting debtors

Submitted by croydonvet on Mon, 20/06/2016 - 09:53.

Thanks Tim, All sorted.

 

Cheers Matt

Re: reporting debtors

Submitted by pnvc (not verified) on Tue, 12/07/2016 - 10:20.

thanks for getting back. Isn't the work in progress designed to show open invoices and not the debtors section? Ill have a look at the debtor report in the resource library. Thanks again

Re: reporting debtors

Submitted by tgething (not verified) on Tue, 12/07/2016 - 12:58.

I just had a look at http://www.openvpms.org/documentation/csh/1.7/reporting/debtor - it would appear that 1.7 also had an Unbilled column.  Did you upgrade to 1.8 from a release earlier than  1.7?

In 1.8 (and 1.9) Reporting|Debtors shows who owes us money - including the unbilled amounts.  Reporting|Work-in-progress shows all the open (==unbilled, ==unfinalised) transactions - and so the first shows us that Fred has $123 unbilled, and the second shows us that there is a $223 invoice and a $100 credit both for Fred, that are in progress.

Regards, Tim G

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