We have a custom entity that holds records of debits and credits for customers. Each record has a cleared funds date field, a value column and a lookup on the account entity
Typically for one customer there may be records entered as
Licence Description Value Date
111111 OPEN/BAL 3.00 01/01/2013
111111 CREDIT 1.00 01/01/2013
111111 CREDIT 95.37 02/03/2013
111111 DEBIT -0.57 03/03/2013
111111 CREDIT 123.38 05/03/2013
What i would like to do is have a button on the custom entity view, enter a licence and date, to run a report and mark the included items ( ie items that are 'active' and before the specified date) as deactivated and also put a new entry in for OPEN/BAL based on a calculation
in the case above, if i entered 111111 and put the date of 04/03/2013 i would be left with
111111 OPEN/BAL 9.88 ( based on a calculation ) 10/05/2013 ( Date action taken )
111111 CREDIT 123.38 05/03/2013
Im presuming that I will need to add a button on the 'ribbon' and then run a process . does any one know of any examples that may help ?
Dont ask me .. i dont know