I want an inquiry or a report that shows the customer transactions and its settlement details Thanks Sam
With D365FO new settlement functionalities became available.
Is this what you are looking for?
I am on 8.1 but can't see the view settlement button.
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?
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?
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.
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