Method:Classic General Q&A

Re: ReceivePaymentAppliedToTxn TxnDate data from QB Desktop

Method_Audisho — Wed, 27 May 2015 15:18:38 GMT

Hi Jonathan,

I’m not sure how you were able to link the ReceivePayment.TxnDate field to the Invoice table, but this relationship doesn’t really make sense. The relationship between invoices and receive payment applied lines is one to many, so there’s no way to specify which of these lines the value in the invoice table would be linked to.

There are couple of ways in which you can approach this. The first would be to run an action set that would retrieve the transaction date from the related ReceivePaymentAppliedToTxn record and store the value in a custom field on the Invoice table. If you’re always receiving payments in full, retrieving the first value returned should be sufficient. This action would loop through your ReceivePaymentAppliedToTxn or your Invoice table and would take some time to complete.

The second would be to write an SQL override statement to populate this field. You are essentially doing the same thing as the action set, but the field will be dynamic and will populate immediately. One caveat is that you will be unable to use the search function in this field.

Keep in mind that both of these options will simply retrieve the first matching value. If your invoice has more that 1 payment applied to it, the payment date returned will just be from the first payment.

Consider my suggestions and let me know if you have any follow up questions. I hope this helps.

-Audisho

Re: ReceivePaymentAppliedToTxn TxnDate data from QB Desktop

Jonathan — Wed, 27 May 2015 03:48:24 GMT

Hi Audisho,

I'm building a screen which consist of grid. So what I did is just displaying the table. Please see the screenshot below,

So this is the table that I would like to achieve. Whenever the paid is Yes there should be payment made, input from QB desktop. But right now the payment date is not showing the data.

Below is the table field,

The circle in blue is the Invoice Table TxnDate Field, which consist of when the invoice was made.

The circle in red is the ReceivePaymentAppliedtoTxn Table TxnDate Field, which suppose to consist of the payment was made. (I added a linked field with the ReceivePaymentAppliedtoTxn table for TxnDate). My guess is that the Invoice and Payment Entity is not having the same relationship, so it does on show for the same RecordID. Please advise.

Thank you.

Re: ReceivePaymentAppliedToTxn TxnDate data from QB Desktop

Method_Audisho — Tue, 26 May 2015 13:48:19 GMT

Hi Jonathan,

Try exporting your ReceivePaymentAppliedToTxn table. There should be a TxnDate for each line.

Are you building a screen or a report? In either case, I would suggest that you verify that your logic is correct. I hope this helps.

-Audisho

ReceivePaymentAppliedToTxn TxnDate data from QB Desktop

Jonathan — Tue, 26 May 2015 04:47:52 GMT

Hi Method,

Our finance team inputing the payment based on our QB desktop that connect to method. But when I want to show the report for ReceivePaymentAppliedToTxn table for TxnDate field it would not show any data. I'm I taking the wrong field?

My goal is to show a table consist of Receive Payment date and Invoice Date.

Please advice.