Balance Forward

[Dave Danyluk]

New to the group.
Have been struggling with the following problem for a while.

Wish to prepare a customer statement covering transactions (charges
and payments) for a selected time period (RPTstart) and (RPTend)
complete with a Balance Forward (transactions before RPTstart) the
transactions with a running balance and the ending balance (RPTend)

Transaction Table
Trans_ID
Customer_ID
Trans_date
charges
Payments

Wish output to be

Customer

Balance Forward (charges-payments) prior to RPTstart $xxxx.xx
Transactions (between RPTstart and RPTend) $XX XX $xxxx.xx
Ending Balance

Have tried a number of ways:
Dsum balance forward - cannot figure out how to include in running
balance.
Union Query - balance forwards union transactions - too complicated to
complete?


Suggestions?

Thanks in Advance


DCSASSOC

 

[Marshall Barton]

Wish to prepare a customer statement covering transactions (charges
and payments) for a selected time period (RPTstart) and (RPTend)
complete with a Balance Forward (transactions before RPTstart) the
transactions with a running balance and the ending balance (RPTend)

Transaction Table
Trans_ID
Customer_ID
Trans_date
charges
Payments

Wish output to be

Customer

Balance Forward (charges-payments) prior to RPTstart $xxxx.xx
Transactions (between RPTstart and RPTend) $XX XX $xxxx.xx
Ending Balance

Have tried a number of ways:
Dsum balance forward - cannot figure out how to include in running
balance.

Put the DSum text box in the Customer group header section.

Then add two hidden text boxes (named txtRunCharges and
txtRunPayments) in the detail section. Bind them to the
charges and payments fields. These are just like the two
you are displaying, but set their RunningSum property to
Over Group.

Now you can display a running balance by using another
details section text box with an expression like:
=BalanceForward - txtRunCharges + txtRunPayments
If you don't want to see the running balance, just move this
text box to the group footer section.