Hi Microsoft Support Team,
I am currently working on connecting customer details with General Ledger data via the Business Central API and would like guidance on the recommended approach.
BACKGROUND:
Based on my research, a direct connection between the General Ledger and customer data does not appear to be natively supported. One possible approach I identified is linking the data using the Source Type column — for example, if the Source Type is 'Sales Invoice', the related customer data would be retrieved from the Sales Invoice table.
ALTERNATIVE APPROACH FOUND:
While reviewing the Finance Reports documentation, I noticed that the Customer Ledger Entry table is available under the Beta endpoint:
GET https://api.businesscentral.dynamics.com/v2.0/{tenantId}/{environmentName}/api/microsoft/reportsFinance/beta/companies({companyId})/customerLedgerEntries
Using this endpoint, I am able to retrieve customer data and successfully join it with General Ledger entries. This approach appears to work, but since it is a Beta endpoint, I have concerns about using it in a production environment.
QUESTIONS:
1. Is it safe and recommended to use the reportsFinance Beta API endpoint in a production scenario?
2. Is the Source Type-based approach (linking GL entries to customer data via Sales Invoice / source tables) the officially recommended method?
3. Is there a more standard or stable API approach to establish a direct connection between General Ledger entries and customer details?
4. When is the customerLedgerEntries Beta endpoint expected to be promoted to a stable release?
I would appreciate your guidance on the best practice for this scenario to ensure we are building a reliable and future-proof integration.
Thank you.
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