How identify paid invoices in export file?

I need to perform an export from Peachtree 2006 that will give me the data I need to identify the invoices that the customers have paid in full. There is a status field that shows Paid when I view an invoice in Peachtree but I cannot find it in any of the exports. What am I missing? Thanks.
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.Bill.
Reply to
Bill

AFAIK Peachtree does not offer an option to print the Sales Journal report to a file. I'll have to set up a text printer driver and see what that gives me. Having the status on a separate line is something I can program around. It is just more work. Thanks for the suggestion. Parsing the Sales Journal report may be easier than exporting the Sales Journal and Cash Receipts Journal and writing code to determine if the invoice has been paid in full.
Crystal is not an option.
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.Bill.
Reply to
Bill
You are not missing anything. It is not an available field in the export process. You could run a Sales Journal report and add the "Payment status" field to the report to get the data you need. The only problem is that the invoice number is not included on the A/R account line with the Payment status. You would have to duplicate the invoice number on the A/R record.
Maybe Crystal reports would work better.
Reply to
Laura
I've never messed with printing a report to a file before so I don't how that would work. How about printing to a pdf file? Would that help?
I don't have Crystal installed myself. It's been many, many moons since I used the program. It was in another lifetime.
Reply to
Laura

I need a file that can be read and processed by a program so PDF does not fill the bill. What I have done is added a Generic/Text printer and created a custom local port named c:\PeachtreePrint\SalesJrnl.txt. When the user prints the custom Sales Journal report to that printer it automatically overwrites the existing file, if any, and gives me a plain ASCII text file containing the report. All I have to do is write code to read the report file, skip the header lines then extract the invoice number and payment status. With that information I can calculate commission for the sales reps based on just the invoices that have been paid by the clients. Its a bit more work than it would be if I could get payment status in the Sales Journal export file but it works. :) Thanks for your help.
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.Bill.
Reply to
Bill
I had the feeling that it was the generic/Text printer that you needed to add but I could not readily see how to add it to my computer setup. How did you do it?
Reply to
Laura

I am running XP SP2 and I run Control Panel in Classic mode.
1) Open Control Panel
2) Double click Printers & Faxes
3) Click Add a Printer on the left under Printer Tasks
4) In the Add Printer Wizard choose Local Printer and uncheck the checkbox beneath it labeled Automatically Detect My Plug and Play Printer. Click Next.
5) If you want to be prompted for the file name each time you print choose FILE: as the port from the drop-down list. If you want to always print to the same file name click the Create a New Port radio button and choose Local Port from the drop-down list. When you click next you will be prompted for a name for the port. Enter the path to and name of the file you want to print to. Note that the directories must already exist.
6) In the list of printer manufacturers choose Generic.
7) Choose Generic/Text Only from the list of printers.
Let me know if this works for you.
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.Bill.
Reply to
Bill
It worked. It was step 5 that had be confused earlier. I did not know what port to select. How cool. This will come in handy.
Windows XP Printer Test Page Congratulations! If you can read this information, you have correctly installed your Generic / Text Only on LAPTOP2. The information below describes your printer driver and port settings. Submitted Time: 6:18:00 PM 05/23/07 Computer name: LAPTOP2 Printer name: Generic / Text Only Printer model: Generic / Text Only Color support: No Port name(s): FILE: Data format: RAW Share name: GenericText Location: Comment: Driver name: UNIDRV.DLL Data file: TTY.GPD Config file: UNIDRVUI.DLL Help file: UNIDRV.HLP Driver version: 6.00 Environment: Windows NT x86 Additional files used by this driver: C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\TTYRES.DLL (5.2.3790.120 (srv03_qfe.031205-1652)) C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\TTY.INI C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\TTY.DLL (5.2.3790.120 (srv03_qfe.031205-1652)) C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\TTYUI.DLL (5.2.3790.120 (srv03_qfe.031205-1652)) C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\UNIRES.DLL (6.0.6000.16438 (winmain(wmbla).070123-1305)) C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\TTYUI.HLP C:\WINDOWS\System32\spool\DRIVERS\W32X86\3\STDNAMES.GPD This is the end of the printer test page.
Reply to
Laura

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