Saturday, March 23, 2019

Custom AR Aging report shows amount 3 times larger than the amount of the Standard AR Aging report if filtered by on City/State/Province.

To avoid showing the same sales figure for each address on the same Customer record:

1. Filter based on the customer's default billing or shipping address and state, instead of just state.   (Customer/Job > Address Book > Default Billing or Default Shipping, + State)

2. Filter based on the sales transaction's billing or shipping address and state.                                                  (Sales > Address > Billing Address State or Shipping Address State) 

 

 

 

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