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Customizing Customer Account Statement Report

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Posted on by Hisham Alsayed 723
Hello everyone,

I have a requirement to customize the Customer Account Statement report in Dynamics 365 Finance. Currently, the standard printout generates one page for each customer account, but I need to modify it to display the contents of all customer accounts in one table with a single total.

Has anyone had experience customizing this report or working with similar requirements before?
 
I would greatly appreciate any insights, tips, or advice on how to approach this customization.

Thanks,
H
Categories:
Financial Management
Development / Customization / SDK
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  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 10,767 Super User on at
    Customizing Customer Account Statement Report
    Hi Hisham,
    If you want to create customization on this document, you can use Electronic Reporting and add required changes on Cust account statement, Ext model by creating derived version or creating a custom one from scratch.
     
  • Suggested answer
    Nisha Soni 2709 Profile Picture
    Nisha Soni 2709 48 on at
    Customizing Customer Account Statement Report
    Hello Hisham,
     
    Here I sent you a link for your reference. Kindly go through this.
     
  • Hisham Alsayed Profile Picture
    Hisham Alsayed 723 on at
    Customizing Customer Account Statement Report
    Hi Nisha,
     
       Thanks, I plan to make a new report and design but do you have experience before create customized customer statement report for customer as header and its details in line. I appreciate if you can share any link.
     
    Thanks,
    H
  • Suggested answer
    Nisha Soni 2709 Profile Picture
    Nisha Soni 2709 48 on at
    Customizing Customer Account Statement Report
    you can duplicate that design and call that from controller class for that you need to create COC or POST eventhandler of that for calling your duplicate print.
  • Hisham Alsayed Profile Picture
    Hisham Alsayed 723 on at
    Customizing Customer Account Statement Report
    Hi Andre,
     
        I will make another design without aging balance while I will keep the standard design for these functionality.
     
    Thanks,
    H
  • Andre Arnaud de Calavon Profile Picture
    Andre Arnaud de Cal... 283,176 Super User on at
    Customizing Customer Account Statement Report
    Hi Hisham,
     
    When you mention you need all customers in one table with a total, have you considered printing the Ages balances report with transaction details? 

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