Add Collection Notes to an Existing MAR Report

The grids on the Customer Tab have an option to enter A/R Collection Notes on an invoice.   The collection notes are maintained in a free table called AR CollectionNotes located in the company folder.  The 'EnableARCollectionNotesTracking' feature must be enabled in the System Admin > Configuration > Accounting Tab > Advanced Settings Properties.  Once the advanced setting is enabled, the ARCollectionNotes table will be created automatically when the Client Center is opened.

•The A/R Aging Schedule by Customer Order Report could be modified to support a drill down feature on each invoice to show any collection notes by adding a new data pipe to the report for the ARCollectionNotes table and creating a drill down subreport.  An example of the custom script is located with the A/R Aging report documentation.

Sample Report Change - Class 553 - A/R Aging Schedule - Customer Order

oThe A/R Aging Schedule by Customer Order could be modified to support a drill down feature on each invoice to show any collection notes by adding a new data pipe to the report for the ARCollectionNotes table and creating a drill down subreport.  The custom SQL script changes for creating this table are shown below:

try

 Drop Table <<URP:ARCollectionNotes>>;

catch all

end;

select a.na_no,a.inv_no,b.*

into <<URP:ARCollectionNotes>>

from <<URP:ReconstructedDetail>> a

left outer join "<<COFREE>>ARCollectionNotes" b on a.Na_no = b.customer_no and a.Inv_no = b.invoice_no

where b.customer_no is not null;

➢Important Note: <<COFREE>> tables need to be enclosed in double quote marks