This article will guide you through the process of creating a generic inquiry to report back customer balances. The screen shot below lists the tables required.
Within the relations tab you need to specify the table relations (joins) as shown below.
You can specify conditions, parameters and sort order if required and also the fields that the generic inquiry will report back on in the results grid tab.
Below is the result set of the generic inquiry.
As always, we recommend that thorough testing in a non-live environment is undertaken before commencing an upgrade