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| View Revisions: Issue #19084 | [ All Revisions ] [ Back to Issue ] | ||
| Summary | 0019084: Add balance information when grouping and remove some useless fields | ||
| Revision | 2011-11-16 12:54 by vmromanos | ||
| Description | Several improvements need to be added to the payment report: 1. Remove the Subtotal for the grouping criteria because it provides useless information 2. Remove the sum of trans. amount because it may sum amounts from different currencies 3. Remove the last grand total line because it provides useless information 4. Add a balance field when grouping. This balance will show the difference between the pending credit to be used and the pending payments. This information is specially useful when grouping by business partner. The pending credit to take into account belongs to payments with the following status: Withdrawn not cleared, Payment Received, Payment Cleared, Payment Made and Deposited not Clear. The pending payments to take into account do NOT have the following status: Withdrawn not cleared, Payment Received, Payment Cleared, Payment Made, Deposited not Clear and Voided |
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| Revision | 2011-11-16 12:16 by vmromanos | ||
| Description | Several improvements needs to be added to the payment report: 1. Remove the Subtotal for the grouping criteria because it provides useless information 2. Remove the sum of trans. amount because it can sum amounts from different currencies 3. Remove the last grand total line because it provides useless information 4. Add a balance field when grouping. This balance will show the difference between the pending credit to be used and the pending payments. This information is specially useful when grouping by business partner. The pending credit to take into account belongs to payments with the following status: Withdrawn not cleared, Payment Received, Payment Cleared, Payment Made and Deposited not Clear. The pending payments to take into account do NOT have the following status: Withdrawn not cleared, Payment Received, Payment Cleared, Payment Made, Deposited not Clear and Voided |
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