Nice idea. Then you could even set up a link and a 'related records window' in the Contacts panel and have it show a listing of the past-due invoices (or at least the last 3 or 4).
Tim Rude ----- Original Message ----- From: "Don Friedman " <[EMAIL PROTECTED]> To: "DataPerfect Users Discussion Group" <[email protected]> Sent: Tuesday, July 18, 2006 11:52 AM Subject: Re: [Dataperf] Checking overdue payments > Michael - it would seem to me that you'd want to use an exception index so > that when a payment is made it takes the paid invoice "off" the unpaid list > while keeping everything else on. That would involve posting a payment to a > specific invoice, not simply an open balance. It also seems to me that you'd > want to do this on an invoice-by-invoice basis so that if a customer has > multiple unpaid invoices they would all show, not simply the last invoice > issued. > > Don > > On 7/18/06, Michael Iannantuoni <[EMAIL PROTECTED]> wrote: > > > > I'm setting up a database to keep records of payments of advertisers to > > our village magazine: > > > > I have a main "Contact" panel linked to a "Payments" panel where the > > fields include "Payment-from" and "Payment-to". > > > > We need to keep records of all previous payments so each advertiser will > > have a number of records in the "Payments" panel but I would also like > > to set up a system whereby overdue payments are flagged - something like > > "if today - Payment-to is greater than 0 then flag" but I'm not sure how > > to get this to operate on only the last payment record for each > > advertiser. > > > > Any help, or different approach, much appreciated. > > > > Michael > > > > _______________________________________________ > > Dataperf mailing list > > [email protected] > > http://lists.dataperfect.nl/mailman/listinfo/dataperf > > > > > > -- > Don Friedman > ProfessionalRecords.Com LLC > PRS Data Systems > 205 S Main Street > Pittsburgh, PA 15215 > 412-784-1600 - 1-800-PRS-FILE > 412-784-1615 Fax > ---------------------------------------------------------------------------- ---- > _______________________________________________ > Dataperf mailing list > [email protected] > http://lists.dataperfect.nl/mailman/listinfo/dataperf > _______________________________________________ Dataperf mailing list [email protected] http://lists.dataperfect.nl/mailman/listinfo/dataperf
