• From: USA, Chicago
  • Registered: 02/08/2013
  • Posts: 28

Topic: Customer Balances report don't show amount of "prompt payment discount

Hello all,

actually i sent this to bug tracker too , but i just wanted to see the reactions and thinks about it here , maybe it's not really a problem but i need to fix it to myself smile


In customer payment when we give discount to a customer , we can see it in customer inquiry as how it should be, like this

General Ledger Transaction Details    Reference    Date    Person/Item
Customer Payment #10    10    12/31/2011    Customer Jack

Account Code    Account Name         Dimension    Debit    Credit    Memo
1060          Checking Account                                 700.00       
1200         Accounts Receivables             799.50   
4500        Prompt Payment Discounts                         99.50       
Total                                                                                               799.50    799.50   

but when we want to give a report to that customer it only show the total amount of the payment . payment amount + discount

Customer Payment 10 12/31/2011     799.50      0.00      -799.50

  • joe
  • Administrator
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Balances report don't show amount of "prompt payment discount

To have the report balance we must print the total payment + discount, otherwise balance is not correct. The fully amount is deducted from the AR account.

Joe

  • From: USA, Chicago
  • Registered: 02/08/2013
  • Posts: 28

Re: Customer Balances report don't show amount of "prompt payment discount

yes of course to make balance it should be do this in background but when we want to give a balance report to customer, report should separate it otherwise customer come back after 2 months later and say: in my last invoice you agreed to give me 99.50$ discount but i paid all of the 799.50$ so now please give my discount in my new invoice big_smile

http://www.4shared.com/download/7Bp6WFbc/cust.png?tsid=20130916-202006-4ca4b4f
http://www.4shared.com/photo/7Bp6WFbc/cust.html?

so it would better to show the discount amount in customer report too .. it can be great if the report could split discount and paid amount and show them in separated way

  • From: USA, Chicago
  • Registered: 02/08/2013
  • Posts: 28

Re: Customer Balances report don't show amount of "prompt payment discount

It seems its using file rep101.php to make the report, so please lead me how to change it to how i need

  • joe
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Balances report don't show amount of "prompt payment discount

If you need to give your customer such information you could create a custom report. The Customer Balance report is used to show the balances of your customers AR-ledger for your own use.

  • joe
  • Administrator
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Balances report don't show amount of "prompt payment discount

Customer Receipts and Supplier Remittances now includes discount info.
The repo has been updated and the changes is going into next minor release.

Joe

  • From: USA, Chicago
  • Registered: 02/08/2013
  • Posts: 28

Re: Customer Balances report don't show amount of "prompt payment discount

ok, thanks Joe
now i want to edit that report file , so can you plz tell me where should i change to have that discount in customer report?

  • joe
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  • Registered: 03/15/2007
  • Posts: 5,107

Re: Customer Balances report don't show amount of "prompt payment discount

No, we do not have the resources to help you. We are not changing the existing reports. You may use the forum Jobs wanted / offered for this.

Joe

  • From: USA, Chicago
  • Registered: 02/08/2013
  • Posts: 28

Re: Customer Balances report don't show amount of "prompt payment discount

ohh, ok
I will try to do it by myself