SBX - Search With Button

SBX - Forum Post Title

Customer trx settlement report

Dynamics 365 for Finance and Operations Forum

Sam Khawaja asked a question on 9 Nov 2018 6:48 PM
My Badges

Question Status

Verified

Hi,

I want an inquiry or a report that shows the customer transactions and its settlement details Thanks Sam

Reply
Suggested Answer

Hello Sam,

With D365FO new settlement functionalities became available.

See: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-1-october-2018

Is this what you are looking for?

Best regards,

Ludwig

Reply
Sam Khawaja responded on 9 Nov 2018 7:29 PM
My Badges

I am on 8.1 but can't see the view settlement button.

Reply
Verified Answer

Good Morning Sam,

Here are two screenprints that illustrate where you can find this new feature:

Does this help or are you looking for something else?

Best regards,

Ludwig

Reply
Sam Khawaja responded on 10 Nov 2018 7:27 PM
My Badges

Hi,

Thanks for sending the screenshots. That works great as long you positing on the transaction ( invoice, payment,...) and then check the settlement. However, is there one global view, that shows all invoices ant their settlement by customer? or do we need to build a report for that?

Thanks

Sam

Reply
Verified Answer

Hello Sam,

I do not know something about a new global settlement report.

Guess that you have to develop it yourself.

When doing that please have an eye on the performance especially if many records are included in the report.

Best regards,

Ludwig

Reply
Sam Khawaja responded on 11 Nov 2018 7:50 AM
My Badges

Thank You!

Reply
Verified Answer

Good Morning Sam,

Here are two screenprints that illustrate where you can find this new feature:

Does this help or are you looking for something else?

Best regards,

Ludwig

Reply
Verified Answer

Hello Sam,

I do not know something about a new global settlement report.

Guess that you have to develop it yourself.

When doing that please have an eye on the performance especially if many records are included in the report.

Best regards,

Ludwig

Reply
Suggested Answer

Hello Sam,

With D365FO new settlement functionalities became available.

See: https://docs.microsoft.com/en-us/dynamics365/unified-operations/fin-and-ops/get-started/whats-new-changed-8-1-october-2018

Is this what you are looking for?

Best regards,

Ludwig

Reply

SBX - Two Col Forum

SBX - Migrated JS