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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How To View Settlement...
Finance | Project Operations, Human Resources, ...
Answered

How To View Settlements Programmatically

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Posted on by Alex C 84

Hello everyone,

We are building a custom report and I am unsure how to fetch a customer's invoice settlements via code. From the CustTrans form, I select a voucher and decide to click on "View settlements" as seen below:

pastedimage1587995129395v1.png

This brings us to the following screen that I wish to fetch in a while select statement:

pastedimage1587995226018v2.png

I'd like to get all the records above in a while select statement (ex: ARI, REC, etc...) so that we can continue our custom report. Any ideas?

Thanks

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  • Verified answer
    Sergei Minozhenko Profile Picture
    Sergei Minozhenko 23,093 on at

    Hi Alex C,

    Information about customer settlements is stored in CustSettlement table.

    Link to customer transaction (CustTrans) is done by fields TransRecId or OffsetRecId.

  • Alex C Profile Picture
    Alex C 84 on at

    Hello Sergei,

    Thanks for the reply.

    In my current case explained I went into the customer's transactions to view the settlements:

    Customer > Customer tab > Transactions > View Settlements

    Do we use the same table when viewing the settlements from the  invoice journal transactions? For example:

    Customer > Invoice tab > Invoice journals > Transactions > View Settlements

  • Sergei Minozhenko Profile Picture
    Sergei Minozhenko 23,093 on at

    Hi Alex C,

    Yes, it's the same form but only filtered by selected invoice.

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