You could put the actual payments in a separate panel, and so cheque numbers,
or credit card information, or cash details etc, could be recorded here, and
then apply the payment to the various Invoice receipts. This way you can accept
payments across multiple invoices, and you can also accept cheques which might
not have proper identificiation, and you can leave them in a suspence account,
(rather than not entering them into the system until the details were resolved)
Brian
----- Original Message -----
From: Michael Iannantuoni
To: DataPerfect Users Discussion Group
Sent: Monday, May 14, 2007 2:30 AM
Subject: [Dataperf] Detecting duplicates
I have just finished redesigning the payments panel (now a single panel
covering both advertisers & subscribers) of our village magazine database. I am
pleased with the end result and it much simpler & more flexible than the old
system, however there is one minor problem I would like to resolve within
DataPerfect.
One report lists details of payments by Receipt Number order but yesterday an
advertisers paid a very late bill (£100) and a new one (£121) with a single
cheque of £221. We want to keep the two transactions as separate entries but
have assigned them the same Receipt number, again something we would wish to
stick with.
When the report is run, the two "duplicate" Receipt Number entires list with
their details correctly and at the moment I have a Report Variable assigned the
Receipt Number after each record and the next Record Number is compared with
that. If there is a match then the word "Duplicate" (in bold) is added after
the second occurrence of that Receipt Number. When the report is imported into
WordPerfect for final formatting & printing, I can locate it and edit things
so that the two entries appear under one Receipt Number heading with both sets
of details and a Total of £221, in this case as the amount paid.
if P2F5 is the Receipt Number field:
RV1 is assigned - if P2F5 = RV2 then "Duplicate" else "" endif
P2F5 RV1
Name Field
Date
Amount
RV2 is assigned - P2F5
I realize that while the report is running, I can't detect a duplicate until
after the first one has been processed all I can do is flag the second
occurrence as described.
This is an unusual occurrence and hopefully won't happen often so I am happy
to resolve things within WordPerfect but does anyone have any ideas as to how
it night be tackled within DataPerfect please?
Michael
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