Calc Invoices to Pay?

[Bruce Easton]

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weird - I had sent this one about 10 mins prior to my last one
where Stanley had clarified his objective.

Bruce

Bruce Easton wrote Tuesday, March 04, 2008 10:23 AM
> To: filepro list
> Subject: RE: Calc Invoices to Pay?
> 
> 
> Stanley Barnett wrote Monday, March 03, 2008 10:54 PM:
> 
> > Hi,  Does anyone have any filePro code for this specific problem?  
> >
> > A customer sends a check for say $2145.54 to be applied to his 
> > account.  His account balance is $9845.52 and covers 42 invoices.  
> > He wrote the invoice numbers on his check, however they are not 
> > legible and after spending an hour trying to find the invoices 
> > that the customer intended to > pay, I gave up and will need to 
> > contact the customer for verbal confirmation tomorrow when the 
> > customer is in their office.
> 
> > I need a routine that can find the correct invoices quickly by 
> > only supplying the check amount.  We are assuming the customer 
> > did not partial pay an invoice.
> 
> > Thanks,
> > Stanley Barnett  -  stanley at stanlyn.com
> 
> For a permanent capability for this, 
> I would be inclined to build or get a hold of a routine that 
> would, upon press of hot key (i.e., HELP key), throw up 
> a browse of invoices, keyed to match-only on the 
> account number, but then by amount, and use drop processing 
> to drop closed invoices.  This should show in the browse 
> open invoices for the account in amount order.  Of course, 
> you'd need an index for the browse built on acct#, then 
> amount.  It could be faster if you can build it on acct#, then 
> whatever entity denotes open status - 
> status flag/empty date paid/balance>0, and then amount 
> or date (so the index will start right at the open invoices 
> even if it has to do a 'drop all after').  And if you built 
> one index as acct#,<open status indicator>,amount and 
> another index as acct#,<open status indiator>,date, then 
> you could provide two hot keys to view open invoices for 
> an account in either date or amount order (or one hot key 
> and ask amt/date as a question before throwing up the browse).
> 
> I'm assuming that this is to quickly find these records, not 
> try to automatically distribute payment against them - I agree 
> with Mark on that point.
> 
> But for just finding these, as a one-time quickie, and you're 
> comfortable with sql, then what Walter posted looks good. 
> 
> And if you're comfortable with extended selection, 
> I think this type of search is easily appliable with a 
> selection set, that you can save and re-use for different 
> amounts by just changing the amount range values.
> 
> Bruce
> 
> Bruce Easton
> STN, Inc.
>