Customer Statement (Printing Only Open Invoices)

Epicor ERP 10
1

Has anyone modified the StatementofAccount report using SSRS that could help me out? We only want to see open invoices.

Thanks

Mel

2

The report is actually CustSt

3

Hello Mel,

Yes it is possible just keep in mind that you will not be able to run this report backwards,…

Meaning if the invoice was closed today and you run the report for yesterday or last week, the invoice will not appear.

Dora Chavarria Sr. Consultant Analysis Services, ERP Mayan Technologies USA, Inc. dchavarria@mayantechs.com www.mayantechs.com

4

Hello Mel,
Yes it is possible just keep in mind that you will not be able to run this report backwards,…
Meaning if the invoice was closed today and you run the report for yesterday or last week, the invoice will not appear.

Dora Chavarria Sr. Consultant Analysis Services, ERP Mayan Technologies USA, Inc. dchavarria@mayantechs.com www.mayantechs.com

5

Thanks for the feedback Dora.

I was able to modify the existing SSRS report and tie it into the Aged Receivables report.

Mel

Rommel Malay | I.T. Manager

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6

Mel;

Discovered your post here and was wondering how you modified the SSRS report to do this? I have this same request from our credit manager and was hoping you could give me a head start on this.

You mention that your goal was to only list open invoices but we would have the requirement to also list unapplied payments. Does your solution take that into account?

Thanks for any help.

Regards,

Graeme Ross
Advance Engineered Products
Regina, SK, Canada

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7

Hi Graeme,
Were you able to find out how to modify customer statement report to only show open invoices?

Regards,
Wendy

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8

I can see it doesn’t let you filter system tables in RDD so I think you would need to filter them in SSRS. You’re looking for InvcHead.OpenInvoice:

  • make a copy of the CustSt RDD and create a new report style for it. If you already have a copy you can use that one. Same for the SSRS report.

  • include the field InvcHead.OpenInvoice in your RDD (uncheck Excluded)

  • In SSRS, add the OpenInvoice field to the dataset query and then to the field list (in my version the dataset name is Customer_InvcHead_CashDtl_RptLabel)

  • In SSRS you can now filter the invoice group for OpenInvoice=1 (try true if 1 doesn’t work). Group name in my version is InvoiceNum. Alternatively, you can set row visibility rules to hide the rows with closed invoices

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