Solved

Account Aging problem on Crystal 6

Posted on 2003-11-05
9
356 Views
Last Modified: 2008-02-01
Greetings,
I have tried everything I know (which ain't much) to get my Statement of Accounts report to total aging (0-30, 31-60, etc.).  The basic report works fine, except I can't figure out how to sum each age category in the Group Footer.
I'm using VB6 to pass a selection formula for the Customer records I want to print.
In the Group Header, I place the Customer name, address, etc.
In the Details section, I show data for each invoice in a selected date range, and a text string showing the Age, ie:

IF {AROpen.DueDate} IN Aged0To30Days THEN
   "Current"
ELSE IF {AROpen.DueDate} IN Aged31To60Days THEN
   "31 - 60 Days"
ELSE IF {AROpen.DueDate} IN Aged61To90Days THEN
   "61 - 90 Days"
ELSE
   "Over 90 Days"

(this is working fine)

The problem is to get 4 separate dollar totals (0-30, 31-60, 61-90, Over 90) in the Group Footer for each Customer. ie.

Current:  $753.50
31-60 Days:  $123.45
61-90 Days:  $34.77
Over 90 Days:  $128.66

I've spent days on this and can't come up with an answer.  I can email my report to anyone that can help.

I'll be out of town for a couple days, so please forgive me if I don't get back to you right away.

I'm offering 250 points if we get this working.

Help please,

Doug
0
Comment
Question by:dslocum
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9 Comments
 
LVL 100

Expert Comment

by:mlmcc
ID: 9687070
Create 4 running totals

Show the field list
Click RUNNING TOTAL
Select NEW (may have to right click)
Give it an appropriate name
  CustCurrent
Select the field to sum
Select type of summary - SUM
Evaluate - Use a formula
   {AROpen.DueDate} IN Aged0To30Days
Reset - ON GROUP CHANGE

Create a running total for each age.
Put the running totals in the group footer.

mlmcc
0
 
LVL 1

Author Comment

by:dslocum
ID: 9706967
mlmcc,

Thanks, but are you using CR6?  I understand that later versions of CR have RunningTotals built in, but in Version 6 they they are very confusing to me.

I've tried to follow your instructions, but I think I'm going to need a bit more step-by-step.

Could you provide some CR6 specific actions for, say, just the 31-60 day formula?

Thanks,

Doug
0
 
LVL 100

Expert Comment

by:mlmcc
ID: 9707417
Unfortunately I don't have CR6.  The steps I used are for CR7.  The steps are basically step by step.. What part can't you follow.

mlmcc
0
 
LVL 1

Author Comment

by:dslocum
ID: 9723756
---------Copy-------------
Create 4 running totals

Show the field list
Click RUNNING TOTAL
Select NEW (may have to right click)
Give it an appropriate name
  CustCurrent
Select the field to sum
Select type of summary - SUM
Evaluate - Use a formula
   {AROpen.DueDate} IN Aged0To30Days
Reset - ON GROUP CHANGE

Create a running total for each age.
Put the running totals in the group footer.
------------ End copy------------------
What do you mean by the "Field List"?
I can find nothing that in any drop-down that shows "Running Total"
I think Running Totals were added after CR6.  
Regards,
Doug
0
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LVL 1

Author Comment

by:dslocum
ID: 9735516
mlmcc,

Sorry but I hope that I don't sound completely ignorant.  I've been using CR for a while now with (generally) great success, but I just seem to have a mental block, or something.

I really could use help here....   ANYONE?????

Doug
0
 
LVL 1

Author Comment

by:dslocum
ID: 9735530
I'm increasing the points today in hopes that I can get a CR6 related answer.

HELP !!!!!!!!!!!!!!

Doug
0
 
LVL 100

Accepted Solution

by:
mlmcc earned 350 total points
ID: 9736765
Take a look at this
http://support.crystaldecisions.com/communityCS/FilesAndUpdates/uf5rt.exe.asp

The running total expert we provided informatiion on was added in CR7.  The above UFL is supposed to help you build running totals in CR6.

mlmcc
0
 
LVL 1

Author Comment

by:dslocum
ID: 9739773
mlmcc,

Thanks.  Although I figured it out (finally) using old style techniques, I'll keep your suggestion of the UFL around for the future.  Hopefully, my next project will allow me to use a CR that is not so, er, "antique".

Thanks for your prompt help.  Here are the points!

Regards,

Doug
0
 
LVL 100

Expert Comment

by:mlmcc
ID: 9744350
Glad I could help.

mlmcc
0

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