We have a requirement to create a custom Vendor aging report which would include Unposted invoices. The standard currently includes only Posted invoices as of now. Can anyone please suggest how to customize a new Vendor aging report to include Unposted invoices?
In case this is not feasible, is there any alternative for this?
Any suggestion would be appreciated. Thanks in advance.
If you look at the “pending vendor invoices” list page, are those the types of unposted invoices you’re looking for? If so, then maybe making sure the “Job status” is either “executed” or “waiting” on the invoices would give you the results you’re looking for.
bear in mind, though, that this is different than getting the vendtrans record. as far as i know, an unposted invoice isn’t going to have a vendtrans record. i belive the standard ap aging reports are based of off vendtrans, so you might need to make something completely custom to get what you’re looking for.
Hi Jacob,
Yes, I need to include Pending vendor invoices in Vendor aging report as per customer’s requirement.
The data related to Pending vendor invoices seems to be there in VendInvoiceInfoTable but i’m not sure how to incorporate this with Vendor aging report.
I looked into backend classes and there are many places the code has been written like VendBalanceList, CustVendAgingCalculation etc. I wanted to know how to go about customizing it for including the unposted invoices as well.
Is there any similar customization done by anyone or any particular class where the code can be written?
yeah, all that stuff is based on the transactions. if you want unposted combined with invoiced information, you’ll have to make something custom (and likely not extend one of the other reports.)
Yes. We are going to customize a new report. I was looking for any suggestions regarding development part or any reference code in case anyone has worked on this before.