• From: Kuwait
  • Registered: 02/08/2021
  • Posts: 4

Topic: Customer Statement by Customer branches

HI All

Help me with a sales report which shows customer Branch ,
my customers needed sales report or statement of account by Branch ,

the current report  "Customer => Customer Balances" shows all details except branch name .

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Customer Statement by Customer branches

Each Customer can have more than 1 branch. This report is by Customer only. You will have to create a new one for Customer Branch Balances based on this one except that you will need the necessary data and label elements along with an additional field in the GROUP BY clause.

Where in the attachment would you want the Branch Name? The report may have to accommodate it in a preceding line in italics or be in a section of it's own.

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apmuthu's Website

  • From: Kuwait
  • Registered: 02/08/2021
  • Posts: 4

Re: Customer Statement by Customer branches

hello ,

thanks for quick reply , how would i get a report or how to create on to have customer statement by Branch , or any referance in the existing report where it can see branch information .

i have checked 2 available report ,
" Print Statements" and " Customer Balances " , both dosent show any hint of customer branch information.

  • From: USA
  • Registered: 07/16/2017
  • Posts: 276

Re: Customer Statement by Customer branches

This commit may help you write your code.

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

Re: Customer Statement by Customer branches

I understand the need for this report for some sompanies, but please don't change the original report in the core. This is because this has something to do with the jurisdictions.
If you need to create this branch/customer balance report, please create in in the company reporting folder.

/Joe

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Customer Statement by Customer branches

@joe: can hammer out a new report for this in the core.

apmuthu's Website

  • From: Kuwait
  • Registered: 02/08/2021
  • Posts: 4

Re: Customer Statement by Customer branches

Thanks All for immense support , i would need a coder to do this task for me ...