--credit memos older than five years whose balance is greater than zero
select RM20101.CUSTNMBR as [CUSTOMER ID], RM00101.CUSTNAME AS [NAME], SUM(RM20101.CURTRXAM * - 1) AS [AMT REMAINING]
from RM20101
INNER JOIN RM00101 on RM20101.CUSTNMBR = RM00101.CUSTNMBR
where RMDTYPAL = 7 and DATEDIFF(yyyy, RM20101.DOCDATE, GETDATE()) > 5 and RM20101.CURTRXAM > 0
GROUP BY RM20101.CUSTNMBR, RM00101.CUSTNAME
--credit memos whose amount remains for the [181-365 Days] bucket within this year
SELECT RM20101.CUSTNMBR as [CUSTOMER ID], RM00101.CUSTNAME AS [NAME], SUM(RM20101.CURTRXAM * - 1) AS [AMT REMAINING],
SUM(CASE WHEN (DATEDIFF(dd, RM20101.DOCDATE, GETDATE()) > 180
AND DATEDIFF(dd, RM20101.DOCDATE, GETDATE()) <= 365)
THEN RM20101.CURTRXAM * - 1 ELSE 0 END) AS [181-365 DAYS]
FROM RM20101
INNER JOIN RM00101 ON RM20101.CUSTNMBR = RM00101.CUSTNMBR
WHERE (RM20101.VOIDSTTS = 0) AND (RM20101.CURTRXAM > 0) AND RM20101.RMDTYPAL = 7
and DATEDIFF(dd, RM20101.DOCDATE, GETDATE()) > 180
and DATEDIFF(dd, RM20101.DOCDATE, GETDATE()) <= 365
GROUP BY RM20101.CUSTNMBR, RM00101.CUSTNAME
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