on 10-15-2008 2:15 PM
Hi all experts,
How to show Debit and Credit in PDL in Customer Statement? Default PDL is showing amount which including debit & credit. How to using formula to diffrent out the debit and credit amount. Please advise...
Thanks.
Regards,
Danny
Hi Danny,
May I just assume you are referring to PLD?
This Customer Statement Report is hard coded by system. There is no formular you can get Debit and Credit from any fields. You have to create your own report either by query or by other reporting tools like Crystal Report for your goal.
Thanks,
Gordon
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Hi Danny,
You can do this using conditional formatting. Set up fields referencing the amount field to be amount >0 and amount <0.
Put the amount field in both debit and credit columns and link one to one formula field and one to the other. This will make them show only when the statement is true.
Does your version show credits with ()?
I took the "Amount" field in the report - a text field.
I converted it to a value using the system formula - Amount (Field_038), then created two evaluating fields on this formula - >0 or <0.
Then I converted the amount field using round(amount,2) and put this value in bothe the debit and credit columns, and linked these to one of the formula.
This will be more complicated if you have currencies to deal with though...
Dear Julie,
took the "Amount" field in the report - a text field. DONE
I converted it to a value using the system formula - Field_184===Amount (Field_038), DONE
then created two evaluating fields on this formula - >0 or <0. e.g Field_184>0 Nothing show juzz show 1 and 0 NOT REALLY UNDERSTAND
Please brief me......
Please refer to http://www.flickr.com/photos/31682762@N08/?saved=1 (statement-Julie)
Thanks
Regards,
Danny
Edited by: Danny Gan on Oct 31, 2008 12:37 PM
Edited by: Danny Gan on Oct 31, 2008 12:56 PM
Hi,It is solved by Abhinav Banerjee:-
Below is the solution
First let's agree that the field that displays the amount now (with
negative mark) is field_185. In your PLD it could be different.
a. Create a formula field and insert the formula ToNumber(field_185)<0.
Untick the field as visible.
b. Create a formula field and insert the formula ToNumber(field_185)>=0
Untick the field as visible.
c. Go to field_185 to general tab and link it to the field you created
in step b.
d. Create a new formula filed and insert the formula(copy the next line)
Concat(Currency(field_field_185),' ','(',Abs(ToNumber(field_185)),')')
Then link it (from general tab > link to) to the field you created in
step a.
=>>If the field is the OB in Trial Balance with no currency symbol
please change the fomular in step (d):
Concat('(',Abs(ToNumber(field_field_185)),')')
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Cannot diffrential debit and credit in customer statement, So i do it at CR
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