Todd Juenemann
03/18/2025, 6:18 PMleo
03/18/2025, 6:19 PMBetsy Barefoot
03/18/2025, 6:39 PMCASE WHEN ({recordtype} <> 'invoice' AND {recordtype} <> 'customerpayment' AND TRUNC({today})-{trandate} BETWEEN 1 AND 30) THEN {amount} WHEN ({recordtype} = 'invoice' AND {duedate} IS NOT NULL AND TRUNC({today})-{duedate} BETWEEN 1 AND 30) THEN {amountremaining} WHEN ({recordtype} = 'invoice' AND {duedate} IS NULL AND TRUNC({today})-{trandate}BETWEEN 1 AND 30) THEN {amountremaining} WHEN ({recordtype} = 'customerpayment' AND {duedate} IS NULL AND TRUNC({today})-{trandate} BETWEEN 1 AND 30) THEN -({amountremaining}) END
It's a summary saved search.Todd Juenemann
03/18/2025, 7:15 PMBetsy Barefoot
03/18/2025, 7:30 PM