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Niners's avatar
Niners
Experienced Cover User
3 years ago
Solved

aged receivable detail report

how or can I?  add the shipping address from an Invoice to the aged receivable detail report? I can't see how I can accomplish this
Steven_M's avatar
Steven_M
Former Staff
3 years ago
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Hi Niners 

 

You would be able to get the Address 2 field (the Ship to address) from the customer's card onto the Aged Receivables [Detial] report using the following method:

 

  1. Navigate to Reports>>Sales>>Receivables
  2. Select to run the Aged Receivables [Detial] report
  3. From the Report toolbar, select the Insert/Modify tab
  4. Within the Report Columns section, select the Show Hide option
  5. Choose the Address 2 field before selecting that to show on that report

Please note: The above process will add the Address 2/Ship to address from the customer's card. If this was changed when recording the invoice this will not be shown on that report. Should this be the case, a report like the Sales [Customer detail] report would need to be run.

  • Niners's avatar
    Niners
    Experienced Cover User
    3 years ago
    Copy Link

    thanks so much for this information, I've had to use the Sales (Customer detail) report to get the fields I wanted.

     

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I can't see how I can accomplish this ","body@stringLength":"149","rawBody":"

how or can I?  add the shipping address from an Invoice to the aged receivable detail report?

I can't see how I can accomplish this

","kudosSumWeight":0,"postTime":"2023-02-10T12:08:04.548+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"timeToRead":1,"currentRevision":{"__ref":"Revision:revision:803454_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":519},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"customFields":[],"body":"

how or can I?  add the shipping address from an Invoice to the aged receivable detail report?

I can't see how I can accomplish this

"},"Conversation:conversation:803454":{"__typename":"Conversation","id":"conversation:803454","solved":true,"topic":{"__ref":"ForumTopicMessage:message:803454"},"lastPostingActivityTime":"2023-02-13T11:20:02.329+11:00","lastPostTime":"2023-02-13T11:20:02.329+11:00","unreadReplyCount":2,"isSubscribed":false},"ModerationData:moderation_data:803454":{"__typename":"ModerationData","id":"moderation_data:803454","status":"UNMODERATED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"Revision:revision:803454_1":{"__typename":"Revision","id":"revision:803454_1","lastEditTime":"2023-02-10T12:08:04.548+11:00"},"AcceptedSolutionMessage:message:803701":{"__typename":"AcceptedSolutionMessage","id":"message:803701","conversation":{"__ref":"Conversation:conversation:803454"},"author":{"__ref":"User:user:49125"},"revisionNum":1,"uid":803701,"depth":1,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:Sales_and_Purchases"},"parent":{"__ref":"ForumTopicMessage:message:803454"},"subject":"Re: aged receivable detail report","moderationData":{"__ref":"ModerationData:moderation_data:803701"},"body":"

Hi Niners 

\n

 

\n

You would be able to get the Address 2 field (the Ship to address) from the customer's card onto the Aged Receivables [Detial] report using the following method:

\n

 

\n
    \n
  1. Navigate to Reports>>Sales>>Receivables
    2. \n
  2. Select to run the Aged Receivables [Detial] report
    3. \n
  3. From the Report toolbar, select the Insert/Modify tab
    4. \n
  4. Within the Report Columns section, select the Show Hide option
    5. \n
  5. Choose the Address 2 field before selecting that to show on that report
    6. \n
\n

Please note: The above process will add the Address 2/Ship to address from the customer's card. If this was changed when recording the invoice this will not be shown on that report. Should this be the case, a report like the Sales [Customer detail] report would need to be run.

","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":200})@stringLength":"223","postTime":"2023-02-13T07:46:08.015+11:00","lastPublishTime":"2023-02-13T07:46:08.015+11:00","images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"solution":true,"metrics":{"__typename":"MessageMetrics","views":584},"placeholder":false,"originalMessageForPlaceholder":null,"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"isEscalated":null,"entityType":"FORUM_REPLY","eventPath":"category:AccountRight/category:Support/community:myobboard:Sales_and_Purchases/message:803454/message:803701","readOnly":true,"editFrozen":false,"body@stringLength":"1126","rawBody":"

Hi  

\n

 

\n

You would be able to get the Address 2 field (the Ship to address) from the customer's card onto the Aged Receivables [Detial] report using the following method:

\n

 

\n
    \n
  1. Navigate to Reports>>Sales>>Receivables
    2. \n
  2. Select to run the Aged Receivables [Detial] report
    3. \n
  3. From the Report toolbar, select the Insert/Modify tab
    4. \n
  4. Within the Report Columns section, select the Show Hide option
    5. \n
  5. Choose the Address 2 field before selecting that to show on that report
    6. \n
\n

Please note: The above process will add the Address 2/Ship to address from the customer's card. If this was changed when recording the invoice this will not be shown on that report. Should this be the case, a report like the Sales [Customer detail] report would need to be run.

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background-size: contain;\n background-position: center;\n}\n.myob-social-links .twitter a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 6%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm5.33,10c0,.12,0,.23,0,.35A7.75,7.75,0,0,1,5.4,16.92a5.48,5.48,0,0,0,4-1.13A2.73,2.73,0,0,1,6.89,13.9a2.73,2.73,0,0,0,1.23,0,2.73,2.73,0,0,1-2.19-2.67v0a2.73,2.73,0,0,0,1.23.34,2.73,2.73,0,0,1-.84-3.64,7.74,7.74,0,0,0,5.62,2.85,2.76,2.76,0,0,1-.07-.62,2.73,2.73,0,0,1,4.72-1.86,5.49,5.49,0,0,0,1.73-.66c-.2.64-.23.87-.79,1.21a1.46,1.46,0,0,0,1.34,0A5.8,5.8,0,0,1,17.33,10Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .googleplus a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 4%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0ZM9,17.5a5.5,5.5,0,1,1,4.1-9.17L11.61,9.67a3.5,3.5,0,1,0,.56,3.84H9v-2h4.47a1,1,0,0,1,1,1.11A5.49,5.49,0,0,1,9,17.5Zm10.5-4v2h-2v-2h-2v-2h2v-2h2v2h2v2Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .facebook a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 1%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,0A12,12,0,1,0,24,12,12,12,0,0,0,12,0Zm3.51,12H13.2v7.2h-3V12H8.4V9.58h1.8V8.29A2.61,2.61,0,0,1,13,5.4h2.6V7.77H13.81a.58.58,0,0,0-.61.66V9.58h2.56Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .linkedin a:before {\n background: url(\"data:image/svg+xml;charset=utf8,%3Csvg xmlns='http://www.w3.org/2000/svg' viewBox='0 0 24 24'%3E%3Ctitle%3EAsset 5%3C/title%3E%3Cg id='Layer_2' data-name='Layer 2'%3E%3Cg id='Layer_1-2' data-name='Layer 1'%3E%3Cpath d='M12,24A12,12,0,1,0,0,12,12,12,0,0,0,12,24Zm1.82-10.71a1.2,1.2,0,0,0-1.2,1.2v4.2h-3s0-7.2,0-7.8h3v.89A3.72,3.72,0,0,1,15,10.91c1.78,0,3,1.29,3,3.78v4H15v-4.2A1.2,1.2,0,0,0,13.82,13.29ZM6.91,9.69h0A1.47,1.47,0,0,1,5.4,8.2,1.44,1.44,0,0,1,6.93,6.75a1.47,1.47,0,1,1,0,2.94Zm1.51,9h-3v-7.8h3Z' style='fill:%23687480'/%3E%3C/g%3E%3C/g%3E%3C/svg%3E\")\n no-repeat;\n}\n\n.myob-social-links .instagram a:before {\n background: url(\"data:image/svg+xml;base64,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\")\n 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thanks so much for this information, I've had to use the Sales (Customer detail) report to get the fields I wanted.

 

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thanks so much for this information, I've had to use the Sales (Customer detail) report to get the fields I wanted.

 

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