I need a report by customer of payments made in the calendar year, not fiscal year. I set up a report in Gridview that pulls customer number, customer name and then payments. Is there a way to add a date parameter to this? Are there any suggestions on how I might do this another way?

I did export the Customer Transactions report into excel but what I really want is just a summary and total rather than the detail. The trick is that I need to specify the dates and I don't see a way to do this.

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.

If you want the customer name as well as the customer number and you are using AR 9.0, use the table at the bottom of the list of files called "AR Trans w Cust". The transaction information is first, followed by the fields in the customer record.

Thank you! I created that filter and a few others based on the same idea. It is working beautifully! Just what I was looking for.

I am trying to find the payment method field to bring into my gridview query and I can't seem to find it. I am using the AR Trans w/customer table but I don't see Payment Method as one of the fields though it is a field within a cash batch entry. Can someone help?

What version of Adagio Receivables are you using? If it is Receivables 90A, then the 'Payment Type' should be underneath the Optional Fields and above the Credit Card information, when using the 'Receivables 90A' module and the 'AR Trans w Cust' table

If you are using GridView 9.0B (very recently released), then there is an option on the field selection screen to sort the fields into alphabetical order, making specific fields easier to find (as long as you know the field name).

I found it just after I posted this - wouldn't you know it - it is called Payment Type.

Thanks for the tip, that does make it easier to find the field you are looking for. It does make it a little more difficult if the field name in the list does not match the field name in the app.