Feature #239
openCustomer Ageing Report
Start date:
07/09/2023
Due date:
% Done:
70%
Estimated time:
Owner(Agency):
Travvise
Time Taken(HH):
Module:
Customer Ageing Report
Tested By:
unnikannan S
Code Reviewed By:
Files
Subtasks
Related issues
Updated by Anil KV over 1 year ago
Solutions
-Check Customer Document Wise SOA Ageing tab
1) GUI Changes
-Add Status filter like ledger stmt
2) SQL
Updated by Anil KV over 1 year ago
- Status changed from New to Open
- Assignee changed from travvise Admin to Athul P
- % Done changed from 0 to 10
Updated by Athul P over 1 year ago
- Status changed from Open to Coding Started
- % Done changed from 10 to 40
Updated by Theja Ponon 2 months ago
- Status changed from Testing Done to New Changes
- % Done changed from 90 to 50
Updated by Theja Ponon about 2 months ago
New Change
--------------
1) Add Fields on Screenshot given by NBK
Updated by Arathy PS about 2 months ago
New Changes
-------------------------
*Ref: Customer Overdue Report
-> Custom(Ageing Periods)*B -> Tittle - like Admin settings
-> In the drop down add another field after monthly, weekly, quarterly.
->Add Filter System Type - Multiselect - Customer Master System Type--apart from general accounts.
-> Grouping Selectbox No Grouping, Category, Group, Type, Family, System Type -> In List header
-> Name Column Split to Code | Customer Name
-> Add Column After 'Total A/R' -> Hide Print
- Due Amount
- Not Due(Total A/R - Due Amount) -> Hide Print
-> Set 9 Custom Fields
- Last Custom Column (10 th Custom Fields) > {{before Column Value - Second Part }}
* Blue * with Period each column title/hint
-> Add/Replace Columns - last
- Bill Submission -> Hide Print
- Credit Limit -> Hide Print
- Payment Terms -> Hide Print
- Grace Period to Grace Days -> Hide Print
- Last Bill Period -> Hide Print
- Last Payment Date -> Hide Print
- Last Due Date -> Hide Print
- Last Over Due Days -> Hide Print
- Last Bill Due -> Hide Print
Updated by Augustin Jose about 1 month ago
- Status changed from New Changes to New Changes Coding Done
- % Done changed from 50 to 70
Updated by Arathy PS 20 days ago
- Status changed from New Changes Coding Done to Reopen Bugs
- % Done changed from 70 to 50
ISSUE FOUND
--------------------------
1. Total amount, overdue balance, credit days, average due days and source columns are missing in grid.
2. Category is missing in the grouping.
3. Grouping is not working.
4. In the main ledger all the items that are showing should be of type main ledger.
5. Group, family, category, Type filter not working.
6. Data showing the A/R is not correct if settlement is done. (based on as on date)
7. Cr entries are showing as Dr entries in print.
Updated by Augustin Jose 8 days ago
- Status changed from Reopen Bugs to Reopen Bugs Coding Done
- % Done changed from 50 to 70