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Create List of Outstanding Invoices

Question asked by fmdataweb on Mar 17, 2016
Latest reply on Mar 27, 2016 by fmdataweb

I have a fairly straightforward solution that records Invoices and Payments. I'm needing to modify the Payments data entry screen so that after selecting the Contact making the Payment I can then choose from a list of outstanding invoices (i.e any invoice where the balance owing is greater than 0).

 

The challenge I'm facing at the moment is that the Invoices::AmountOwing field is an unstored calculation as it's referencing the related Invoice Items and Payment Items to generate the Invoice Total and the Total Payments, so I can't create a relationship to Invoices from Payments based on the unstored calculation field.

 

Here's my structure at a high level:

 

Contacts > Invoices > Invoice Items

 

Contacts > Payments > Payment Items

 

Invoice Items is related to Payment Items by the InvoiceID number. What I'm trying to do is, when on a Payment record and having selected the Contact ID, I would then like to have a valuelist that users can simply select from that shows all Invoices with an outstanding amount owing.


Any one been down this road before?

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