Hi Sage,

Base your GridView inquiry on the AR Transactions file. If you are using AR9 then this is easy. If you are using an older version of AR then this is trickier because Current and Historical records are in separate files and cannot be combined in GridView.

Create a Named Filter that selects cash transactions with 2009 as the year. As only one filter can be selected at a time, it must check both criteria at the same time. The syntax of the filter would be something like (field names likely need to be corrected):

AND(
{Transaction type} = "CA"
,
YEARL( {Transaction Date} ) = 2009
)

Or if you want the user to be able to enter the year on the fly:

AND(
{Transaction type} = "CA"
,
YEARL( {Transaction Date} ) = QUERYNUMBER("Enter the year")
)

Then Set a Sort Order on the view by the customer number and click the Summarize button on the toolbar to create your summary. Ensure that you have a Total amount for your numeric columns, otherwise your summary amounts will be blank when you Summarize the view.