We currently have a report written to calculate and print out commissions. All deposits are now being deposited into Accounts Receivable Control Set Acount ACCT3 instead of ACCT1. The report is still pulling the information out of Control Account Set ACCT1. Is there a way to modify the report to pull this information from Control Account Set ACCT3?

Any help anyone can provide would be appreciated.

Thanks
Adam Gershon

Hi Adam,

Assuming that AR is updating the accounts properly on posting, you have to use formulas to differentiate between accounts.

How the report prints is based on which files you are making this comparison. If you want a formula based on the control account set defined on the customer record, then the syntax would be something like:

If Control Account = "ACCT3" then amount else 0.

The amount might come from the customer record (ie outstanding balance) or the transaction record (ie original amount of an invoice); that is solely up to you in determining the purpose of the report. You would have to create one formula for each Control Account you want on the report.

Lastly, you will have to subtotal all of these formulas by Customer (and hide the detail section) to have each of these amounts per customer print on a single row.

Of course, you can subtotal by Salesperson instead of Customer if you want to see the total sales per Control Account per Salesperson, if this is what the report requires.