For Daniell. What changes in the AR reports with PR #10619, shown as scenarios, and four questions with an answer box under each. Numbers come from a real case in the QA org; "before multiple contracts" means the product before v6.60 (June 2026), when an at-need case had one contract.
The case behind every example#
Case DualDemo MixOne, org Cetina FH. Two at-need contracts:
| Contract | Signed | Goods and services | Paid |
|---|---|---|---|
| Contract 1 | yes | $5,000 | $2,000 |
| Contract 2 | no | nothing | $300 |
The case page says the family owes $2,700. Every scenario below asks the same thing: does the report say $2,700 too, and where does the $300 show up?
Tickets#
| Ticket | Report | Problem reported | After this change |
|---|---|---|---|
| PASSARE-19440 | AR Aged, rows as cases | the case row ignores the $300 paid on the unsigned contract | the case row shows $2,700 |
| PASSARE-19441 | AR Aged, rows as contracts | the unsigned contract that holds $300 has no row | it gets a row showing ($300) |
| PASSARE-19425 | AR by Director | "rows as cases" and "rows as contracts" give different grand totals | both grand totals are the same |
Your decision of 2026-09-03 (catch-up notes) is what shipped: rows as cases show the whole case; rows as contracts show one row per signed contract plus a row for an unsigned contract that holds money; an unsigned contract with no money gets no row; cases with one contract do not change.
Scenarios#
AR Aged, rows as cases#
| Scenario | Before multiple contracts | Today (production) | After this change |
|---|---|---|---|
| One signed contract, $500 charged, $200 paid | $300 | $300 | $300 |
| MixOne (signed $5,000 with $2,000 paid, unsigned with $300 paid) | $2,700 | $3,000 | $2,700, last payment $300, the $300 credit in the Current bucket |
| Signed $160, unsigned contract paid $160 | nothing owed, no row | $160 | nothing owed, no row |
| Only an unsigned contract, $160 paid | ($160) | ($160) | ($160) |
AR Aged, rows as contracts (and any user report grouped by "Contract signings")#
| Scenario | Before multiple contracts | Today (production) | After this change |
|---|---|---|---|
| One signed contract | one row | one row | one row |
| MixOne | did not exist as a layout | one row, $3,000 | two rows: $3,000 and ($300) on the unsigned contract |
| Unsigned contract, no money | listed as a $0 row | not listed | not listed |
| Only an unsigned contract, $300 paid | listed | not listed | listed, ($300) |
AR by Director#
| Scenario | Today (production) | After this change |
|---|---|---|
| Rows as cases, MixOne | $3,000 | $2,700, last payment $300 |
| Rows as contracts, MixOne | ($300) and $3,000 | same |
| Grand total, cases vs contracts | $790 apart | identical |
Not changed#
General Cases, Sales Tax, Contract Items reports, Payments & Adjustments reports, Pre-Need Contracts, the Case Listing, the case page.
Four questions#
1. The credit row appears on every user report grouped by "Contract signings", not only AR#
A sales report by contract will list MixOne's unsigned contract as a row with $0 sold and $300 in payments. Before multiple contracts that grouping listed unsigned contracts too. Keep it, or AR reports only?
2. Signing filter#
With the filter "First Signing Only" or "All Signed" on a report by contract, should the unsigned contract holding $300 still be a row?
3. The credit row always ages in Current#
Whatever the payment date: a payment from 2025 on an unsigned contract shows as Current in 2026. This is how the report treated unsigned money before multiple contracts. Confirm?
4. General Cases#
Its Balance column still ignores the $300 (it shows $3,000 for MixOne). PASSARE-14794 said "rows as cases: financial columns are an aggregate of ALL contracts". Fix it in a new ticket?
Engineering detail, if you want it: affected reports and the review.