The requested events in report 121 "Customer - Balance to Date" and report 321 "Vendor - Balance to Date" would make it possible to exclude or include additional entries both for printing and for total calculation.

In our specific case, we exclude certain customer/vendor ledger entries of the type Invoice by applying an additional filter to the data items CustLedgEntry3 / VendLedgEntry3. Under certain conditions, however, some of the excluded entries may still become relevant for printing and would then need to be included again.

In our scenario, starting from certain customer/vendor ledger entries, we must perform additional checks across other tables. This means that our situation cannot be implemented by simply applying another filter to the data items CustLedgEntry3 / VendLedgEntry3.

Key points:

• Reports affected:
• Report 121: Customer - Balance to Date
• Report 321: Vendor - Balance to Date
• Goal: Dynamically exclude/include ledger entries for
• Printing
• Total calculation
• Limitation: Required logic involves cross-table checks, so it cannot be solved with an additional filter on CustLedgEntry3 / VendLedgEntry3 alone.