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  1. OFBiz
  2. OFBIZ-1434 General Ledger
  3. OFBIZ-1496

Reports: Implement a report to show the debit/credi totals of all the transactions in a date range by gl account

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Details

    • Sub-task
    • Status: Closed
    • Major
    • Resolution: Fixed
    • Trunk
    • None
    • accounting
    • None

    Description

      There is already an empty screen definition for the report:

      https://localhost:8443/accounting/control/TransactionTotals?organizationPartyId=Company

      Add to the report a call to a bsh script (or minilang code) and forms to complete the screen.
      There will be a search form with from/thru dates and a submit button.

      Once submitted, under the form the screen will show two identical list forms: one containing unposted amounts and one containing posted amounts; each form will have the same fields of the Trial Balance:

      https://localhost:8443/accounting/control/TrialBalance?organizationPartyId=Company

      I can provide more details, if needed, to get the data but basically we'll have to create a bsh script (and possibly a view-entity definition) to select records (in the selected date range and for the organizationPartyId) from the AcctgTransEntry entity and summarize by glAccountId the credit total and debit total of each row.

      Attachments

        1. DebitCreditTransectionTotal.patch
          13 kB
          Rishi Solanki
        2. DebitCreditTransectionTotal.patch
          12 kB
          Ratnesh Upadhyay
        3. DebitCreditTransectionTotal.patch
          12 kB
          Sumit Pandit

        Activity

          People

            vikasmayur Vikas Mayur
            jacopoc Jacopo Cappellato
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            Dates

              Created:
              Updated:
              Resolved: