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AR example in Xbasic Book HELP

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    #16
    Re: AR example in Xbasic Book HELP

    Keith,

    I'll take some time and study what you sent. I'm not familiar with batch operations at all yet. I must admit that eventhough I've always been very computer savy and able to teach myself skills from a book, Alpha is giving me some trouble. It's just so much information to try and learn at one time, and I'm sure this program I'm trying to create is over-ambitious for my skill level. On the other hand, this is how I learn best.

    I'm sure I'll have questions. HA

    I really appreciate the help, and I hope one day I can help someone as much as all of you have helped me.

    Thanks again!

    Comment


      #17
      Re: AR example in Xbasic Book HELP

      Ok, I've entered some sample data for the tables.

      THANKS

      Comment


        #18
        Re: AR example in Xbasic Book HELP

        When using the date() function, does an actual date value have to be entered between the ()?

        Comment


          #19
          Re: AR example in Xbasic Book HELP

          date() will give you the system date

          as mydate = date()
          ?mydate = 11/04/2009

          Oh, and thank you!
          Dave Mason
          [email protected]
          Skype is dave.mason46

          Comment


            #20
            Re: AR example in Xbasic Book HELP

            Kristie, here's an example that computes the aging AR balances on the fly using a series of calc display fields in the form. Unzip this to an empty folder.

            The example is on the form called "Toms_AR_Form". This form is based on a simple two table set. Customer table is primary, linked 1:N to InvoiceHeader table. Tabpg1 shows the customer fields. Tabpg2 shows the invoiceheader records, and the AR aging calc fields.

            Hope this helps.

            -- tom

            Comment


              #21
              Re: AR example in Xbasic Book HELP

              Tom, I can't thank you enough. This is exactly what I was looking for.

              Comment


                #22
                Re: AR example in Xbasic Book HELP

                Kristie, I'm glad it will be of use. Watch for performance issues down the line as your tables grow in size. Alpha is opening a separate instance of the invoice_header table for each tablesum() calculation, and then for each it's running a query. This is brisk now, but can slow down later on, especially as the table sizes start to get bigger.

                Comment


                  #23
                  Re: AR example in Xbasic Book HELP

                  Where did you put the balance >0 (etc) for the browse or did you use that at all?

                  Comment


                    #24
                    Re: AR example in Xbasic Book HELP

                    Do you think archiving invoices would help? I've used a program that archived before, but I'm not sure if this would help in processing time. Seems it would have something to do with table size.

                    Comment


                      #25
                      Re: AR example in Xbasic Book HELP

                      Hi Tom,

                      Nice example of using Tablesum().

                      Two questions, how would you recommend Kristie gets the data into the Invoice header table? Would you use Tablesum() to print the report for the aged Invoices?
                      Regards
                      Keith Hubert
                      Alpha Guild Member
                      London.
                      KHDB Management Systems
                      Skype = keith.hubert


                      For your day-to-day Needs, you Need an Alpha Database!

                      Comment


                        #26
                        Re: AR example in Xbasic Book HELP

                        Keith, if I were building it I'd look for a way to "post" payments to invoices, when the payments are recorded. The post field rule in a payments table might do the trick. Would need to anticipate partial payments, and payments that cover more than one invoice. In the latter case you might actually want to use a linked child table for payment splits, and then post to the invoiceheader table from there. Each record in the splits table would be the dollar amount from the current payment that s/b applied to a single invoice header.

                        OTOH, I've seen cases where the user prefers to use a single payments table, and if a check covers multiple invoices, they manually split the payment into separate payment records, allocating amounts to specific invoices as they go.

                        Comment


                          #27
                          Re: AR example in Xbasic Book HELP

                          You can use calculated fields on the form which calculates from the Invoice Date or the ship date. You can even include finance charges to be included in the balances. It's a little tricky to code, but it can be done. I did it several months ago.

                          I got a lot of leads from the Alpha 5 Order Entry application that is sold by Alpha for around $49. There is a partial AR system coded in it which can be immensely enhanced quit easily.

                          The Xbasic book complicates it way beyond where it should be. I looked at that code earlier.
                          Regards,
                          Chet Sapino
                          President,
                          SAPINO Enterprises
                          6451 Pheasant Rd
                          East Syracuse, NY 13057

                          Comment


                            #28
                            Re: AR example in Xbasic Book HELP

                            Chet said:
                            You can use calculated fields on the form which calculates from the Invoice Date or the ship date.
                            Exactly. My upload uses this approach based on the date in each invoice_Header record. -- tom

                            Comment


                              #29
                              Re: AR example in Xbasic Book HELP

                              Originally posted by wlk8791 View Post
                              Do you think archiving invoices would help? I've used a program that archived before, but I'm not sure if this would help in processing time. Seems it would have something to do with table size.
                              I haven't looked at Tom's example, but am responding more precisely to this question:

                              Tablesum() will become an impediment if your table gets big. I have an example where it worked well when I had a few thousand records, but with a few million records I needed to re-write using an index and a loop.

                              Another way to help handle speed is to periodically archive records. In an AR system, you usually accumulate all of a customer's balance into a single record with some Description or Invoice number called "Balance Forward" or something along those lines. This, then, simply gets incorporated into all the other AR you do for each customer.

                              General picture stuff here - not the code you need I know, but worth considering.
                              -Steve
                              sigpic

                              Comment


                                #30
                                Re: AR example in Xbasic Book HELP

                                Steve, I actually worked in account receivables. The software we used did have an archiving system. Here are some questions I have though:

                                1. How do I set archiving up?
                                2. When does the user archive?
                                3. How do I make it simple for the user to do this?
                                4. Can I make the system do it on its own?

                                5. How do I set up a balance forward?

                                If you could send me an example or code, that would be great.

                                Comment

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