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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Running Balance
Small and medium business | Business Central, N...
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Running Balance

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Posted on by Maro9595 105

Hi all,

In Latest BC, there is additional column for Running Balances in Bank Account Ledger Entry

pastedimage1668247982380v1.png

Can anyone please guide me, I want to archive the same concept for Vendor/customer ledger entry as well

Thank you Indeed

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    Pushparaj P Profile Picture
    Pushparaj P 205 on at

    Hi,

    The Running Balance Field Is For The Consolidated Total.

    In the Below Image You Can See that It Summing Up All The Debit Amount And Giving You The Total And

    If The Ledger Entry Got Any Value On Credit Amount Field, Then It Will Subtract It.

    pastedimage1668256827023v1.png

  • Maro9595 Profile Picture
    Maro9595 105 on at

    Thank you Pushparaj,

    So in Customer ledger entry we can do some modifications to show something like that right?

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 211 User Group Leader on at

    You face a challenge in the customer ledger but using the remaining amount field you can create the column, just know that the running balance you create is point in time (at the moment you open the screen/page) you cannot make it date filterable without some significant code. You can apply a date filter to the customer card and see the balance change and that balance is drillable.

  • Suggested answer
    Amit Profile Picture
    Amit 2,557 on at

    OpeningBalance

    RunningBalance := OpeningBalance + DrAmount - CrAmount

    Regards

    Amit Sharma

    www.erpconsultors.com

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 95,329 Super User 2025 Season 2 on at

    Hi, You can refer to the standard logic below to add custom fields to the Vendor/customer ledger entry.

    pastedimage1668386285237v1.png

    pastedimage1668386324965v2.png

    pastedimage1668386347309v3.png

    Hope this helps

    Thanks.

    ZHU

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