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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer Unsettled Inv...
Microsoft Dynamics AX (Archived)

Customer Unsettled Invoices

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Posted on by Nadeem Bhatti 2,055

Hi All,

I am using AX 2012 CU7. I need to develop the customize customer aging report. For that I need to get the unsettled invoices. 

To find the open invoices I open "Settled Open Transaction" form. In "Amount to settle" column I find the method custTransOpen.editSettleAmountCur() method. 

According to this I write this query but now did not find the editSettleAmountCur in CustTransOpen table. 

while select * from custTransOpen
join custTrans
where custTransOpen.AccountNum == custTrans.AccountNum
&& custTransOpen.RefRecId == custTrans.RecId

&& custTrans.AccountNum == "Cust-00001"

Please help to find the unsettled invoices. How I can do this. 

*This post is locked for comments

  • Brandon Wiese Profile Picture
    Brandon Wiese 17,788 on at
    RE: Customer Unsettled Invoices

    Adding a new Design to the existing SSRS report is probably the easiest approach in your case.  It will let you customize the layout of your new design without altering the layout of the existing design, and let the user access both of them from different menu items, all while taking advantage of the code already in place to calculate the underlying data for you, which is fairly complicated since it allows for an "as of" date in the past.

    Given that, you shouldn't have to worry at all about how the data is calculated, unless you're simply curious.  Re-use what is there.

  • Nadeem Bhatti Profile Picture
    Nadeem Bhatti 2,055 on at
    RE: Customer Unsettled Invoices

    I have multiple reasons

    to customize the report

    1. To omit some filters which the aging report have

    2. I need some different design

    3. I have to keep the default report as it is.

    When I try to copy the report I face different parameter issues, secondly I try to use the framework, which the aging report is using, then the report going to hangout the system and gives no response.

    Now I have create new design according to my requirement and compromise the parameter list.

    The Sohaib Cheema answer give me good knowledge, I will use the mention screen by him, when ever I need the un-settled invoices.

    Thanks to all, please gives more suggestions, you have regarding my answer.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    RE: Customer Unsettled Invoices

    Hi Nadeem,

    Why do you need to create a new customer aging report? There is already one available in standard AX. Can you use this one? Otherwise have a look how this report now fetches the records. The aging report is taking historical data into account. So e.g. you can run the report as the situation on January 31, 2016.

  • Muhammad Rizwan Idrees Profile Picture
    Muhammad Rizwan Idrees on at
    RE: Customer Unsettled Invoices

    Remaining / Open Amount  =  AmountCur - SettleAmountCur

  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: Customer Unsettled Invoices

    below path is self-descriptive for your requirement

    Accounts receivable/Common/Customer invoices/Open customer invoices

    you can find out how its joining tables and how is showing you open invoices

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