Information missing from reports

This can happen because General Ledger reports pull information from the invoice line items—not the header. To include customer names on reports, make sure that the customer is entered for each line item.

To add the Customer field for invoice line items, select the Customer dimension in Configure Accounts Receivable.

1. Go to Accounts Receivable > Setup > Configuration.

2. In the Dimensions setup section, select Customer.

3. Select Save.

For new invoices, the Customer field for line items is automatically prefilled with the customer entered in the header section.

To update existing invoices: 

1. Go to Accounts Receivable > All > Invoices.

2. Next to the applicable invoice, select Edit.

3. In the Entries section, select a line and then select Show details.

4. Enter a Customer.

5. Enter a customer for the remaining lines.

6. Select Post.

For more details on editing invoices, including information on what you can edit based on the invoice state, see About editing invoices.

If you are importing invoices, enter the customer ID in the ARINVOICEITEM_CUSTOMERID column in your import file to include it for the line item.

This can happen because General Ledger reports pull information from the bill line items—not the header. To include vendor names on reports, make sure that the vendor is entered for each line item.

To add the Vendor field for bill line items, select the Vendor dimension in Configure Accounts Payable.

1. Go to Accounts Payable > Setup > Configuration.

2. In the Dimensions setup section, select Vendor.

3. Select Save.

For new bills, the Vendor field for line items is automatically prefilled with the vendor entered in the header section.

To update existing bills: 

1. Go to Accounts Payable > All > Bills.

2. Next to the applicable bill, select Edit.

3. In the Entries section, select a line and then select Show details.

4. Enter a Vendor.

5. Add a vendor for the remaining lines.

6. Select Post or Submit.

For more details on editing bills, including information on what you can edit based on the bill state, see Edit bills.

If you are importing bills, enter the vendor ID in the APBILLITEM_VENDORID column in your import file to include it for the line item.

One-time use customers do not appear in customer dropdown lists. Omitting one-time customers allows reports to run faster.

If you need a report that includes fields that are not available on existing reports, use Custom Report Writer. The Custom Report Writer Wizard walks you through creating a report. For more information, see Welcome to Custom Report Writer—CRW.