Report for Bill payment and its related transaction.

SCENARIO:

The client requires to run a report to get the details of bill payment made between certain date range.They also wanted to get the details of the Purchase Order related to the bill for which they have made the payment. The client requires the details of amount,Class and Deptartment of Purchase Order.

SOLUTION:

Here as the client requires to get the detail of the Purchase order related to the bill of the bill payment, we will have to create a transaction search with type Bill.

Criteria:

1. Type: Bill.

Result:

1. Type.
2. Document Number.
3. Name.
4. Formula (Text) :- CASE WHEN{applyingtransaction.type}=’Bill Payment’ THEN {applyingtransaction} END
5. Applying Transaction : Date (to get date of bill payment)
6. Applying Transaction : Amount ( to get the value of bill payment)
7. Formula (Text):- CASE WHEN{appliedtotransaction.type}=’Purchase Order’ THEN {appliedtotransaction} END( details of purchase order)
8. Applied To Transaction: Department
9. Applied To Transaction:Class
10. Applied To Transaction : Account
11. Formula (Currency):{appliedtotransaction.amount}-{appliedtotransaction.taxamount} Total amount including tax.