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[master] Overdue Balance (LCY) filters do not behave as expected if you open the Customer Card from a document or journal.#8940

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[master] Overdue Balance (LCY) filters do not behave as expected if you open the Customer Card from a document or journal.#8940
neeleshsinghal wants to merge 1 commit into
microsoft:mainfrom
neeleshsinghal:bugs/Bug-640988-Overdue-Balance-filters-do-not-behave-as-expected

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@neeleshsinghal neeleshsinghal commented Jun 30, 2026

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Workitem Bug 640988: [master] [all-e]Overdue Balance (LCY) filters do not behave as expected if you open the Customer Card from a document or journal.

Fixes AB#640988

Issue: Overdue Balance (LCY) on the Customer Card shows 145 instead of 45 when the card is opened from a document or journal.

Cause: The card kept an inherited Date Filter from the document (guard if Rec.GetFilter("Date Filter") = '' skipped the default), so upperlimit("Date Filter") no longer equaled the work date and included future-dated (not-yet-due) entries.

Solution: In OnAfterGetCurrRecordFunc, unconditionally set Rec.SetRange("Date Filter", 0D, WorkDate()) so the overdue calculation is always "as of today" regardless of how the card is opened.

@github-actions github-actions Bot added From Fork Pull request is coming from a fork Linked Issue is linked to a Azure Boards work item labels Jun 30, 2026
@github-actions github-actions Bot added this to the Version 29.0 milestone Jun 30, 2026
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