Tuesday, September 10, 2019

Dynamics GP - AR Trial Balance - Add additional buckets


  • You must modify all of these reports to give the customer a full experience
    • RM Detail Historical Aged Trial Balance
    • RM Summary Historical Aged Trial Balance 
    • If using the Options Report (I usually don't, because the Historical has everything i need)
      • RM Detail Aged Trial Balance - Options
      • RM Summary Aged Trial Balance - Options
    • If using Multicurrency
      • MC RM Detail Historical Aged Trial Balance
      • MC RM Summary Historical Aged Trial Balance
  • How to modify
    • Remove Discount Taken
    • Add Description
    • Pull all balance fields left until in line with doc type
    • Add Calc Legend 5
    • Add Calc Period Amount 5
    • Width 69
    • Height 8
    • Helvetica Generic
    • Font Size 7
    • Bold on headers and footers
    • Right align on legend labels
    • Backcolor none
    • Underline footer
    • Formatfield: Calc-Func/Rept Index
    • Doc and Body Visibility: Hide when empty

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