Customer Account Statements and Payments (Custom)

V5 Tutorial
13

Entity Screen for Account Operations

This is what we want to build…

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Create an Entity Screen first:

:bulb: Now use one of the Automation Command buttons to navigate to the Entity Screen, then right-click and select Design Mode to start adding Widgets…

Label Widget

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Name: Entity Details
Text:

<size 1> <br/></size><bold>     Entity:</bold> [{SETTING:AS Entity Id}] {SETTING:AS Entity Name}     <bold>Account:</bold> [{SETTING:AS Account Id}] {SETTING:AS Account Name}<br/>     <bold>Balance:</bold> {SETTING:AS Entity Balance}     <bold>Last 0 Balance:</bold> {SETTING:AS Entity Date_ZeroBalance}<br/>     <bold>Transactions Since:</bold> {SETTING:AS Date Filter Beg}

Print Account Statement - Automation Command Button Widget

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Command name value: AS Print Account Statement
Value: {SETTING:AS Entity Id}
Caption: <size 50><sym>⎙</sym></size><br/>Print Account Statement

Date Filter - Editor Widget

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Command name: AS Date Filter
Refreshing Widgets: Account Statement,Entity Details
Local Setting Name: ASDF

Display Ticket - Automation Command Button Widget

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Command name value: AS Load Ticket
Value:
Caption: Display<br/>Ticket

Pay Account - Automation Command Button Widget

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Command name value: AS Pay Account
Value: {SETTING:AS Account Id}
Caption: Pay<br/>Account[=('{SETTING:ISCURRENTWORKPERIODOPEN}'!='TRUE' ? '<size 16><br/>Workperiod must be Open to Pay Account</size>' : '')]
Validation: '{:ISCURRENTWORKPERIODOPEN}'=='TRUE'

Add Credit - Automation Command Button Widget

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Command name value: AS Credit Account
Value: {SETTING:AS Account Id}
Caption: Add<br/>Credit[=('{SETTING:ISCURRENTWORKPERIODOPEN}'!='TRUE' ? '<size 16><br/>Workperiod must be Open to Credit Account</size>' : '')]
Validation: '{:ISCURRENTWORKPERIODOPEN}'=='TRUE'

Choose Different Account - Automation Command Button Widget

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Command name value: AS Show Account Screen
Value:
Caption: Choose<br/>Different<br/>Account

Report Grid - Custom Report Viewer Widget

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Name: Account Statement
Report Name: Account Statement
Parameters: Customers,{SETTING:AS Entity Id}
Setting Mappings:

ASdate=Account Statement.1
AStid=Account Statement.2
AStno=Account Statement.3
ASdesc=Account Statement.4
ASamt=Account Statement.5
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