We have in the past done this by doing a series of views and then link them together via reports but there must be a better way! We get this requirement now all the time where companies wants to send out a statement at the end of a period but it should contain all the detail transactions of all the invoices, rather than just the invoices as statements traditionally do.
The key is that it needs to pull details from OE Invoices (if OE is used) or from AR invoices (if OE is not used) and it needs to update the statement balance on the customer record as well.
by: Awie V. | over a year ago | Financial Management
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