giles.stead Green Ribbon

Thanks very much Matrim! First one didn't work, but I've left it there - second was a beauty! Thanks for your help! Cheers, Giles

Hello Sanket, Thanks for your response - that's exactly where I was going wrong! Parts of the formula in different format to the format of the formula type. That's got that one ironed out, thank you! (only problem left now is trying to get the maximum result without using the Summary field - "GREATEST" isn't working…

Thanks for your input David! Unfortunately, this still doesn't seem to work. I am in a customer search, I've stripped off all criteria except that it is limited to only active customers. I don't know if this makes a difference? Cheers, Giles

Hello Mark, Thanks for your help! This looks like it would work perfectly - except that my search results uses a formula to calculate applyingtransaction.date - transaction.date (date paid minus date invoiced), which means the first two criteria are type is invoice, and apply transaction is payment. Is there a better way…

Hello Mark, I've set up a new search basically the way you describe, and given it a bit a run through - it looks like it's pulling all the right data. I've still got more cross-checking to do, but can't find a problem so far! Thanks very much for your advice on that! Much appreciated, thank you, Giles

Hello, Anyone got any ideas for this one at all? Glad to hear what you think, Cheers, Giles

Hello Michoel, Thanks for that - I'll give it a whirl and see how we go, looks a lot simpler than what i was thinking! Thanks very much! Cheers, Giles

Anyone got anything on this?

Thanks for that starlingMark! That helped straighten things out - looks like I was making it too complicated. Working now, thanks! Cheers, Giles

Hello Mark, I had a shot at doing that, but didn't really know what I was doing which would probably explain why it didn't work. If it is possible, I could play around to see if I can get it working - don'[t know what you think? Cheers, Giles

Thanks for your reply John! Have had a look at this, and all seems to be in order. Another tech pointed out that in Basic PDF Forms, you need to tick to show Backorders, but we use Advanced. This probably means we're going to need some code in our Advanced PDF Form to display backordered lines then? Not sure if anyone…