Receivables

Adding Item Number and Item Description to the RM Statement

  1. In Report Writer (tools | customize | report writer), choose the Tables icon from the top menu.
  2. In the Tables window, highlight RM_Statement_TRX_TEMP and choose the Open button.
  3. In the Table Definition window, choose the Relationships button.
  4. Then choose the New button.
  5. Click on the Ellipse button to the right of the Secondary Table Line. (The button = three periods.)
  6. Select the RM Open File and click OK.
  7. For the Secondary Table Key select: Key 1  
    Match the appropriate fields:
    (Primary Table, Secondary Table=Customer Number)
    (Primary Table, Secondary Table=RM Document Type-All)
    Primary Table=Document Number Secondary Table=Invoice Number
  8. Choose OK.
  9. Close the Table Relationships window by clicking on the X in the upper right corner.
  10. Click OK
  11. Once again, in the Tables window, highlight RM_OPEN and choose the Open button.
  12. In the Table Definition window, choose the Relationships button.
  13. Then choose the New button.
  14. Click on the Ellipse button to the right of the Secondary Table Line. (The button = three periods.)
  15. Select the Sales Transaction History and click OK.
  16. For the Secondary Table Key select: Key 4
    Match the appropriate fields:
    Primary Table = Document Number
    Secondary Table = SOP Number
  17. Choose OK.
  18. Close the Table Relationships window by clicking on the X in the upper right corner.
  19. Click OK.
  20. Close the Tables window by clicking on the X in the upper right corner of that window.
  21. In Report Writer, click on the Reports icon from the top menu bar.
  22. From the Original Reports side, select the RM Statement you are using (i.e. RM Statement
    Long Form) and click on Insert.
  23. Then on the Modified Reports side, select the same report and choose the Open button.
  24. In the Report Definition window, choose the Tables button.
  25. In the Report Table Relationships window, select the RM Statements Transactions
    Temporary File
    and choose the New button.
  26. Select the RM Open File and choose the OK button.
  27. In the Report Table Relationships window, select the RM Open File and choose New.
  28. Select the Sales Transaction History and choose the OK button.
  29. In the Report Table Relationships window, select the Sales Transaction History and choose
    the New button.
  30. Select the Sales Transaction Amounts History and choose the OK button.
  31. Select the Close button.
  32. Choose the Layout button.
  33. In the Toolbox, choose the Sales Transaction Amounts History table from the drop-down list.
  34. Add the Item Number and Item Description fields to the Body (B) section of the report layout.
    ** Note: Following these may cause an invoice to print multiple times on the statement. It will print once for each line item. The running balance will calculate correctly, adding the invoice amount only once, even though it prints multiple times. You cannot create an additional header to correct this problem. Doing so will cause other problems on the report.
  35. Save the report.
  36. Grant security to the report in Setup | System | Security, for the users and companies that
    need to be able to generate the report.