PLD - Customer Statements

Hi,
I am wanting to add the outstanding balance of each invoice/credit note to the customer statement (collection report), but I can't work out how to add this field because the repetitive area fields all seem to be free text and not getting their data from anywhere.
Is there a way to add this field?
Does anyone have a template Crystal customer statement?
Cheers,
Michael

Hi Micheal,
In Print layout designer this is not possible to make much changes to this report as most of the fields are variables and hardcoded in the layout. Moreover there is not direct link to the desired tables.
Only way via business one is to make you own report by QPLD(Query print layout designer).
Hope this helps.
Regards,
Gagan Thareja

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SBO 8.8 PL09 Addrerss not printing on PLD customer statement

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Any ideas?
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Simon

Hi Simon,
Is address coming on system PLD? If no, than check is the address there on document itself.
Regards
Ashutosh

Customer Statement Report converted from PLD to CR - extra datasource issue

Hi All,
We've come across an issue where we have used the Crystal Converter to convert a PLD layout of the Customer Statement (Collection) Report to a CR layout (done via CR 2008 using the 8.8 standard integration).
The layout converted fine and we've got most standard fields working and showing the correct values etc. However we had a requirement to also bring in the Original Document Amount into the layout (which is not a standard PLD field unfortunately!) and we had to do it via an extra datasource based on a pretty straightforward view we created in that company database - which contained columns CardCode, DocName (which was the transaction type + number e.g. IN 12345) and of course, DocTotal.
We then added the datasource (via ADO connection) and linked the DocName to the Reference field that is already present in the standard layout and contains the same data as our cutom DocTotal - and remarkably, this actually produced the correct results - i.e. we managed to get the Original Document Amount to appear in the lines of the statement together with the open invoice balance, reference, posting date, due date etc - however this seems to affect the other areas of the layout - and we lose the header and footer information completely; whilst retaining only the lines level information.
We've tried a few things such as linking the CardCode to a header field as well but it doesn't seem to bring the rest of the layout back. So in a nutshell, as soon as we bring that extra field in from the added datasource, we get the correct original document amount appearing in the lines but that's all we see in a print preview - the line level data of the statement. The header and footer information disappears.
And here is the big question - any thoughts on this and has anybody experienced a similar problem in an integrated CR? We think it may possibly be due to the extra datasource - perhaps the 8.8 - CR integration doesn't know how to handle the additional datasource AND it's own standard datasource (which is referencing the PLD fields) properly yet?
Thoughts please because I'm sure this will turn into a common issue sometime soon.
Edited by: Mohsen Qureshi on Jul 2, 2010 11:04 AM

Hi Mohsen,
Perhaps you are able to help me.
I have successfully converted the SAP system 'Customer Collection Report (One Page per Customer)' PLD into Crystal using the Crystal converter. I now run my customer ageing report in SAP, however, when i print preview the Crystal layout, the "detail" section of the report repeatedly displays the "text" label of each field. I'm assuming this is because the system PLD for the collection report, does not use database fields for the detail/repetetive area - instead it uses text fields to pull through fields such as document no etc etc.
I would have throught that a crystal conversion from an untouched system layout would have worked, but it hasn't.
My question - Did you have to perform any additional work to the crystal report after the conversion?
Any suggestions or tips on how to get the system would be greatly appreciated.
Thanks in advance,
George Kantzavelos

Calculate the day from posting day in Customer Statement Report PLD

Hi All,
I do try to copy the PLD of Customer Statement Report to make modify. I try to calculate the how many day from the posting date until today. What is the formula and operation for this calculation?
Also I found out that the posting on PLD is free text. How to get a real value from PLD? Any idea on this?

Greetings,
You can use a formula field to calculate the date diffrence between the posting date and the system / server date. But because the date value shows up with the DB specified type, you can 'chop up' the date into something more manageable, something along the lines of:
Field_XXX - (CONVERT(CHAR(8),GETDATE(),10))
where Field_XXX is your posting date field
* in my hurry to post i realised this was for the Query Manager, let me dig through my implementation folder for the right formula*
I dont quite understand your last line though:
"Also I found out that the posting on PLD is free text. How to get a real value from PLD? Any idea on this?"
Edited by: Davinder Singh on Mar 27, 2008 3:46 PM

Customer statement PLD issue

Hi Experts,
I have a client who need to run the Customer Statements for specific dates in the posting date selection. When this is done the Prior Balance is not included in the total or the aging at the bottom. I see this is true for PLD and Crystal.
Is this just system behaviour, the prior balance only showing at the top, or should this be included in the total and aging as they are use to in other software?
Thanks for your insights,
Marli

Hi Marli,
This is the norm of B1. Your client should be able to get used to it soon.
Thanks,
Gordon

Customer statement PLD page numbers

Experts,
I have a client who have a valid question on the page numbers on the Customer Statement Report (One page per customer) when this is run for multiple customers.
Is there a way for this to print the page numbers at the bottom starting with 1 for each customer. This numbering sequence just keeps on and this is confusing to their clients when they receive a statement starting with a page other than 1.
Thanks for your help,
Marli

Hi Jacques,
Unfortunately you can't do this in the current versions of PLD. I had the same problem with the statement layout, raised it with SAP and they confirmed that it couldn't be done.
Hopefully it will appear soon (I haven't checked the 2007 preview version yet for this).
Kind Regards,
Owen

Customer statement report (one page per customer) PLD

Hi All,
One of my client want to print the 5 to 6 customer aging report at a time on the pre-printed paper i had done all the work, But they want the page no for each and every customer should start from 1 and they want the current and 0-30,30-60, 60+ to be printed on the last page of the each and every customer statement.
Regards,
Srinivasarao

Hi Srinivasarao,
I am afraid to meet this need you need create your own report through reporting tool such as Crystal Report.
Thanks,
Gordon

Customer Statement - PLD - Prior Period Balance

When one uses the standard Customer Statement, the prior period balance shows up. It is a field defined as TEXT field, Free Text and the text value is 9999999999.
When I copied (save as) this standard customer statement, the prior period balance no longer shows up. Further more, if I copy this field from the customer statement (F_033) to my new copy it doesn't work and if I manually create a new field it doesn't work either on the new statement.
How does one get a prior period balance to show when the field is a text field and not a formula field.
Any help would be greatly appreciated.

Hi Marli,
This is the norm of B1. Your client should be able to get used to it soon.
Thanks,
Gordon

Conditional Formula in Customer Statements

Hi Experts,
I would like to be able to show various different office addresses in the header of my customer statements.
The addresses are dependent on GroupCode of the BP. ALL the statements are printed by the same user, so I cannot use different statements for differnent users.
Is it possible to use an excel style IF add different text based on the hidden groupcode of the BP?
Thanks and Regards
Jon

Hi,
1. If you are referring to PLD, then you can make use of the Linked to field.
Example:
You create an Address field, the id is F_123
You have another field for BP Group, id is F_124
Then, create a Formula field F_125, with content F_124='USD', assuminh USD is the BP Code
In properties of field F_123, at the Linked to, put in F_125
Repeat the above steps for each address.
2. If you are referring to Crystal, then , in the Properties of each field, you can put in formula to suppress based on BP code.

Customer statement report 2007 A PL37

Good day
I need to do a layout on PLD on the customer statement report for a client, but they do not want a full record of debits and credits to show on this statement. They only want the open and unreconciled transactions to show. How do I achieve this in the PLD?
Regards

Izak,
Please see this link with respect to reporting questions ...
All about Printing & Reporting using ALD, PLD, XLR and Crystal Reports
Eddy

Customer Statement Modification

Using 2007A, I want to add BP Ref no to the repetitive area of the Customer Statement (AGE30001) but when I went into PLD it was already there as a free text field. In fact all of the fields on that line are defined as free text. They are not headings but real data fields. So I have 2 questions, how does it work if they are defined as text fields? and how do I add a data field from OINV when that table does not show as an option when I try to add a database field?

Hi Phyllis
There is a known bug with the BP ref field. Try double clicking on a customer/supplier in the ageing report to get details. Then go back and print and suddenly the BP ref field does print. I know this has been logged but haven't seen a fix in any of the recent patches. Maybe search
SAP notes and see if it has been addressed yet, if not log with SAP support.
Kind regards
Peter Juby

Customer Statement in Balance Forward Format

Have Oracle introduced a customer statement in a Balance Brought Forward format as yet? We need the ability to print customer statements comprising:
(a) An opening balance (being the previous period's closing balance)
(b) Details of all credit memos, debit memos, invoices, adjustments, etc for the current period
(c) Receipts (as opposed to individual applications) i.e. if a customer pays $1000 in respect of 2 invoices of $500 each, a single entry displaying a credit of $1000 should appear on the statement
(d) A closing balance for the period
Additionally, it would be ideal if a payment schedule (indicating what potion of the balance is due when) could also be displayed on the statement (e.g. if the customer's balance is $1500; $700 may be due on 31-AUG, $500 may be due on 30-SEP and the balance may be due on 31-OCT.
We are still on 10.7NCA and I was wondering whether anyone knows whether this has since been implemented and, if not, whether there are plans to implement this. We have become so frustrated with not been able to do this that we are considering re-implementing a system that will provide this functionality.
null

Just to add to my question and be more specific -
On the customer recieveable ageing - I would like to add the rest of the address field as it only pull out the first line. Is there any way I can refresh the tables with the addtional field?
I found the PLD convertor is useful as I was able to add the field in for the address and then convert into the converted PLD2CR However the SAP format in crystal looks much neater and visually better looking than the PLD version.
I would like to add the address fields into the Crystal Report Version so It shows the complete address.
I have checked all the versions from SAP 8.8 PL 13 up to 8.81 PL09 and all only show the first line of the address for the customer.
Any suggestions would be greatly appreciate as to how I could get them in.
thanks
Paul

Location of Customer Statement Report

Hi all,
I am wanting to customize the Customer Statement Report - when printed it appears to be a Crystal Report, but in the list of reports in the Report and Layout Manager there appears to be no reference to it under Customer Receivables Ageing or the A/R Invoice report sections (and they are all PLD reports). Could someone please point me in the right direction?
Thanks in advance,
Nick
B1 8.8

hi nreese,
when you customize the Customer Statement Report. you can refer Customer Receivables Aging standard report.
- you can select AR invoice (status Open) : Doctotal - PaidtoDate
- AR credit (status open)
- Incoming payment
- Outgoing payment
_ Journal Entry
then compare with Customer Receivables Aging.
thanks
H2

Adding an extra field in customer statement report

Dear all,
We are on SAP B1 2007 PL42. How can we add an extra field eg a UDF on a customer statement in PLD? The system's customer statement have all fields as "free Text".
Kind Regards,
Asif

Hi,
I have created a free text field in PLD- named Field_101. I have also created a database field from the OINV table and referenced to the UDF "U_FileNo" named Field_102. On field_101 I have linked to Field_102 but on previewing the report the field is empty/blank.
Thanks
Asif

Customer Statement with opening and closing balances

Dear Forum,
The users want to generate the Customer Statement with opening and closing balances like the traditional one. The statement now generated gives the list of all open items as on date, but the users want the statement with opening balances as on the date of the begining of the range specified and the closing balance at the end of the period for which the statement is generated. Is there a way to generate the same from the system.
Thanks for the help.
Regards,

Hi,
SPRO> Financial Accounting (New) > Accounts Receivable and Accounts Payable > Customer Accounts > Line Items > Correspondence > Make and Check Settings for Correspondence
You can use the program RFKORD10 with correspondance type SAP06 for your company code
This program prints account statements and open items lists for customers and vendors in letter form. For account statements, all postings between two key dates, as well as the opening and closing balance, are listed.
Regards,
Gaurav

PLD - Customer Statements

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