Crystal Reports - Customer Statements with Ageing

Question

Hi,
I have created a custom accounts receivable statement in Crystal reports 2011.
However, I am currently facing some challenges:
1. How can I put a specific date so that the statement will show data upto that date e.g. today is 22/05/2014, but I want to run a statement as 30/04/2014 - how do i achieve this?
2. How can I insert formulas into crystal report that will allow me to calculate the ageing on the above as at date?
Any help would be highly appreciated.

Answer 1

Hi Nishit,
Please try below Query.
select T1.cardcode 'Bp Code',T1.cardname 'Name',sysdeb 'Debit Amount',syscred 'Credit Amount',
T0.BALDUEDEB as 'Balance Due',
case T0.transtype
when '13' then 'INV'
when '14' then 'AR CN'
when '24' then 'INCOMING'
else 'Other'
end 'Type',
Ref1,
fccurrency 'BP Currency',
CONVERT(VARCHAR(10), refdate, 103) 'Posting Date',
CONVERT(VARCHAR(10), duedate, 103) 'Due Date',
CONVERT(VARCHAR(10), taxdate, 103) 'Doc Date' ,
CASE
when (DATEDIFF(dd,refdate,current_timestamp))+1 < 31
then
case
when syscred <> 0 then -syscred
else sysdeb
end
end "0-30 days",
case when ((datediff(dd,refdate,current_timestamp))+1 > 30
and (datediff(dd,refdate,current_timestamp))+1< 61)
then
case
when syscred <> 0 then -syscred
else sysdeb
end
end "31 to 60 days",
case when ((datediff(dd,refdate,current_timestamp))+1 > 60
and (datediff(dd,refdate,current_timestamp))+1< 91)
then
case
when syscred <> 0 then -syscred
else sysdeb
end
end "61 to 90 days",
CASE
when (DATEDIFF(dd,refdate,current_timestamp))+1 > 90
then
case
when syscred= 0 then sysdeb
when sysdeb= 0 then -syscred
end
end "90 + days"
from dbo.JDT1 T0
INNER JOIN dbo.OCRD T1 ON T0.shortname = T1.cardcode and T1.cardtype = 'c'
where T0.intrnmatch = '0' and T0.BALDUEDEB != T0.BALDUECRED and t1.CardCode='[%0]'
ORDER BY T1.CARDCODE, T0.taxdate
Hope this help
Regards::::
Atul Chakraborty