Key tables for using in Analytics/inquiries/reports for customer transactions in Microsoft Dynamics 365 Finance and Operations 

Table sources from where information is needed if going to use ADL / BYOD:

  • Base data
    • CustTable
    • CustGroup
    • ProjInvoiceTable (Contract)
      • ProjTable
  • Posted Transactions
    • CustTrans
      • CustSettlement
  • Open documents
    • Open Sales Orders
    • Open Sales Quotation
  • Rebates (If any)