Custom Report - Payment Terms Executed

Owned by Mahnoor Khan (Deactivated)
Last updated: Nov 24, 2023 by Micah Gallant
2 min read

Summary

This custom report provides historical details for the credit rating processes, specifically the payment terms that have been executed on customers and invoices.

Configuration

  1. Create view

  2. Paste in this SQL:

    SELECT TOP (100) PERCENT dbo.[USER].ID AS UserID, dbo.[USER].Name AS [USER], dbo.Invoice.Name AS Invoice, dbo.PaymentTermProcessLog.ProcessDate, dbo.PaymentTerms.Name AS PaymentTermsName, dbo.Action.Name AS Action, dbo.Invoice.DueDate, dbo.Invoice.Balance FROM dbo.PaymentTermProcessLog INNER JOIN dbo.PaymentTerms ON dbo.PaymentTermProcessLog.PaymentTermsID = dbo.PaymentTerms.ID INNER JOIN dbo.Invoice ON dbo.PaymentTermProcessLog.InvoiceID = dbo.Invoice.ID INNER JOIN dbo.[USER] ON dbo.Invoice.UserID = dbo.[USER].ID INNER JOIN dbo.Action ON dbo.PaymentTerms.ActionID = dbo.Action.ID ORDER BY dbo.PaymentTermProcessLog.ProcessDate DESC

  3. Click the Execute button to check that the query runs

  4. Click Save, enter the name of the view - Remember the name of the view created as it will be used below

  5. Click Setup

  6. Select the Custom Reports option under the Configuration section

  7. Click the Add button

  8. Enter a Name (no special characters or spaces, under scores can be used in place of spaces) for the report. The value entered here will become a role permission enabling only accounts within that role to view the custom report. It is recommended that you name all your custom reports with a common prefix so that they will be easy to locate within the role permission list

  9. Enter the following Connection String; replacing User ID and Password (XYZ) with the correct values:

    server=localhost;Trusted_Connection=false;database=boss;uid=XYZ;pwd=XYZ

  10. Enter the Name of the custom view in the Table field (the table name can also be a view name)

  11. Click Save

  12. Logout and then back in to EngageIP. This will reset the role permission set and allow you to grant access to the report

  13. Click on Setup

  14. Select Roles under the Account and Roles section

  15. Select the role from the list to grant view permissions for this report

  16. Scroll down to the Role Permissions section and locate the name of the report within the list

  17. Select the LIST check box next to that permission

  18. Scroll to the bottom of the permission set and click the Save button

  19. Repeat steps 11-15 above until all applicable roles have been granted permission to view the report

  20. Click Reports

  21. Scroll to the bottom of the screen where you will see a new section entitled; Custom Reports

  22. Click on the Name of your Custom Report to view the output

Like all other lists within the application, custom reports can be filtered, printed, and/or exported using the appropriate list icons.