Customer Invoice Life Cycle

(0) Share

Report

Posted on by Community Member

I am struggling to Track how customer invoice is settled through various steps . I want to build query using below tables like

CUSTINVOICETABLE

CUSTTRANS , CUSTSETTLEMENT not sure what tables else I need it

Say I have Invoice 0001 , invoiced on 1st Of June 2017 , partially credit noted , partially allocated from Prepayments , Partially Paid , Partially Unsettled / settled Again . How can i see the entire invoice settlement life cycle from Invoice raised stage to full settlement and How to tie up credit notes issued against invoice etc

*This post is locked for comments

I have the same question (0)

All responses (3)

Answers (0)

André Arnaud de Cal... 301,025 Super User 2025 Season 2 on at

Like (0)

Report

Hi,

The CustSettlement has references per record to two CustTrans records. One CustTrans can be an invoice transaction; the other a partial payment. It is possible that multiple CustSettlement records will point to the same CustTrans record of the invoice.

From the CustTrans, you can find the CustInvoiceTable if you need some more details which are not stored on the CustTrans.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

Thank you Andre for your help .

Was this reply helpful? Yes No
Suggested answer

Chaitanya Golla 17,225 on at

Like (0)

Report
Hi,

CustInvoiceTable holds data for customer free text invoice and you can get desired data from tables CustInvoiceTable, CustTrans and CustSettlement based on following code/job:

static void AXC_FreeTextInvoice(Args _args) { CustTrans custTrans; CustInvoiceTable custInvoiceTable; CustSettlement custSettlement; while select custInvoiceTable where custInvoiceTable.InvoiceAccount == "XYZ" // Specify invoice account here join custTrans where custTrans.Invoice == custInvoiceTable.InvoiceId && custTrans.Invoice == "Inv1" // Specify invoiceId here && custTrans.AccountNum == custInvoiceTable.InvoiceAccount join custSettlement where custSettlement.TransCompany == custTrans.dataAreaId && custSettlement.TransRecId == custTrans.RecId && custSettlement.AccountNum == custTrans.AccountNum { info(strFmt("Account: %1, Invoice: %2, SettleAmountCur : %3", custInvoiceTable.InvoiceAccount, custTrans.Invoice, custSettlement.SettleAmountCur)); } }

Was this reply helpful? Yes No