AR Aging Summary

Question

I am trying to understand how to take my existing query for AR Aging and create a version that is a one line summary. I have the detailed version working correctly down to the penny along side the systems version. Now I need to create the the same thing as the systems when you hit "collapse all" .   I have tried adding sum, and removing the detailed items from the query, but it just gives constant errors.
Do any of you experts happen to have a query statement already prepared that I can try?
Thanks!

Answer 1

The full query that I am using to get the detailed version is:
SELECT       (SELECT     TOP (1) Projektnummer
                            FROM          P4100_PM.dbo.MPProjektstamm
                            WHERE      (Kostentraeger =
                                                       (SELECT     TOP (1) Project
                                                         FROM          JDT1
                                                         WHERE      (TransId = l.TransId) AND (ISNULL(Project, N'') <> '')))) AS 'Project Number',
                          (SELECT     TOP (1) Projektname
                            FROM          P4100_PM.dbo.MPProjektstamm AS MPProjektstamm_2
                            WHERE      (Kostentraeger =
                                                       (SELECT     TOP (1) Project
                                                         FROM          JDT1 AS JDT1_2
                                                         WHERE      (TransId = l.TransId) AND (ISNULL(Project, N'') <> '')))) AS 'Project Name',
                          (SELECT     Personenname
                            FROM          P4100_PM.dbo.MPPersonenstamm
                            WHERE      (Personalnummer =
                                                       (SELECT     Personalnummer
                                                         FROM          P4100_PM.dbo.MPProjektstammProjektleiter
                                                         WHERE      (ProjektleiterTyp = 1) AND (Projektnummer =
                                                                                (SELECT     TOP (1) Projektnummer
                                                                                FROM          P4100_PM.dbo.MPProjektstamm AS MPProjektstamm_1
                                                                                WHERE      (Kostentraeger =
                                                                                (SELECT     TOP (1) Project
                                                                                FROM          JDT1 AS JDT1_1
                                                                                WHERE      (TransId = l.TransId) AND (ISNULL(Project, N'') <> '')))))))) AS 'Project Mgr',
                          (SELECT     TOP (1) P4100_PM.dbo.MPProjektGruppen.Bezeichnung
                            FROM          P4100_PM.dbo.MPProjektstamm AS MPProjektstamm_3 INNER JOIN
                                                   P4100_PM.dbo.MPProjektGruppen ON P4100_PM.dbo.MPProjektGruppen.GruppenID = MPProjektstamm_3.Umsatzgruppe
                            WHERE      (MPProjektstamm_3.Kostentraeger =
                                                       (SELECT     TOP (1) Project
                                                         FROM          JDT1 AS JDT1_3
                                                         WHERE      (TransId = l.TransId) AND (ISNULL(Project, N'') <> '')))) AS 'Business Group',
                          (SELECT     TOP (1) OcrCode
                            FROM          INV1 AS INV1_1
                            WHERE      (DocEntry = OINV.DocEntry)) AS [Profit Center], OCRD.CardCode AS 'Customer Code', OCRD.CardName AS 'Customer Name',
                      CASE l.transtype WHEN '13' THEN 'AR Invoice' WHEN '14' THEN 'AR Credit Memo' WHEN '15' THEN 'Delivery Note' WHEN '18' THEN 'AP Invoice' WHEN
                       '19' THEN 'AP Credit Memo' WHEN '20' THEN 'Goods Reciept PO' WHEN '202' THEN 'Production Order' WHEN '24' THEN 'Incoming Payment' WHEN '25'
                       THEN 'Deposit' WHEN '30' THEN 'Journal Entry' WHEN '46' THEN 'Outgoing Payments' WHEN '58' THEN 'Stock Taking' WHEN '-3' THEN 'Profilt / Loss'
                       WHEN '60' THEN 'Issue for Production' WHEN '69' THEN 'Landed Costs' ELSE 'Other' END AS 'Doc Type', j.BaseRef AS 'Doc #',
                      CASE OINV.DocStatus WHEN 'C' THEN 'CLOSED' WHEN 'O' THEN 'OPEN' ELSE CASE ORIN.DocStatus WHEN 'C' THEN 'CLOSED' WHEN 'O' THEN 'OPEN'
                       ELSE ' ' END END AS [Doc Status], l.TransId AS [Jrnl Entry #], CONVERT(VARCHAR(10), l.TaxDate, 101) AS 'Doc Date', CONVERT(VARCHAR(10),
                      l.DueDate, 101) AS 'Due Date', OINV.NumAtCard AS 'BPs Ref. No.', CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate)
                      ELSE CASE WHEN (ORIN.DocStatus = 'O') THEN (ORIN.DocTotal - ORIN.PaidToDate) * - 1 ELSE CASE WHEN (l.Transtype = '24')
                      THEN (ORCT.NoDocSum * - 1) ELSE CASE WHEN (l.Transtype = '30') THEN (l.Debit - l.Credit) ELSE '0' END END END END AS 'Open Balance Due',
                      DATEDIFF(dd, l.DueDate, CURRENT_TIMESTAMP) AS 'Days Due', CASE WHEN (DATEDIFF(dd, l.DueDate, CURRENT_TIMESTAMP))
                      <= 0 THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1) ELSE CASE WHEN (OINV.DocStatus = 'O')
                      THEN OINV.DocTotal - OINV.PaidToDate ELSE '0' END END END AS [Current], CASE WHEN ((datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) >= 1 AND
                      (datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) < 31) THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1)
                      ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [1 to 30 days], CASE WHEN ((datediff(dd,
                       l.DueDate, CURRENT_TIMESTAMP)) > 30 AND (datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) < 61) THEN CASE WHEN (l.TransType = '14')
                      THEN (l.Credit * - 1) ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [31 to 60 days],
                      CASE WHEN ((datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) > 60 AND (datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) < 91)
                      THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1) ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate)
                      ELSE '0' END END END AS [61 to 90 days], CASE WHEN ((datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) > 90 AND (datediff(dd, l.DueDate,
                      CURRENT_TIMESTAMP)) < 121) THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1) ELSE CASE WHEN (OINV.DocStatus = 'O')
                      THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [91 to 120 days], CASE WHEN ((datediff(dd, l.DueDate, CURRENT_TIMESTAMP))
                      > 120 AND (datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) < 181) THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1)
                      ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [121 to 180 days],
                      CASE WHEN ((datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) > 180 AND (datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) < 366)
                      THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1) ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate)
                      ELSE '0' END END END AS [181 to 1 Year], CASE WHEN ((datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) > 365 AND (datediff(dd, l.DueDate,
                      CURRENT_TIMESTAMP)) < 545) THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1) ELSE CASE WHEN (OINV.DocStatus = 'O')
                      THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [1 Year to 1.5 Years], CASE WHEN ((datediff(dd, l.DueDate,
                      CURRENT_TIMESTAMP)) > 544 AND (datediff(dd, l.DueDate, CURRENT_TIMESTAMP)) < 731) THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1)
                      ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [1.5 Years to 2 Years],
                      CASE WHEN (DATEDIFF(dd, l.DueDate, CURRENT_TIMESTAMP)) > 730 THEN CASE WHEN (l.TransType = '14') THEN (l.Credit * - 1)
                      ELSE CASE WHEN (OINV.DocStatus = 'O') THEN (OINV.DocTotal - OINV.PaidToDate) ELSE '0' END END END AS [2 Years and Greater], (SELECT     SUM(P.LineTotal) AS Expr1
                       FROM          INV1 AS P INNER JOIN
                                              OINV AS PP ON P.DocEntry = PP.DocEntry
                       WHERE      (P.AcctCode = '41101-001') AND (PP.DocNum = j.BaseRef)) AS Retention,
                      CASE l.transtype WHEN '13' THEN
                          (SELECT     Comments
                            FROM          OINV
                            WHERE      OINV.Transid = j.Transid) ELSE '-' END AS [Invoice Remarks]
FROM         JDT1 AS l INNER JOIN
                      OJDT AS j ON j.TransId = l.TransId INNER JOIN
                      OCRD ON l.ShortName = OCRD.CardCode LEFT OUTER JOIN
                      ORCT ON l.TransId = ORCT.TransId LEFT OUTER JOIN
                      ORIN ON l.TransId = ORIN.TransId LEFT OUTER JOIN
                      OINV ON l.TransId = OINV.TransId
WHERE     (OCRD.CardType = 'c') AND (l.BalScDeb <> l.BalScCred) AND (OCRD.Balance <> 0)
ORDER BY 'Project Number', 'Project Mgr', 'Customer Code', 'Customer Name', l.TaxDate
I am also pulling in items from Maringo's Project management add on. you can see those as the P4100_PM.dbo lines.
THANKS