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How to find invoices that replaced by asterisk in posted customer payment journal

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Posted on by Chaidir Ali Assegaf 200

hi everyone,

according to my last question that have been answered (https://community.dynamics.com/ax/f/33/t/272526), i ask about how to pull Invoices that replaced by asterisk when you settle many invoices in Customer Payment Journal.

the difference between my old question is, when i retrieve Invoices from Posted Customer Payment Journal, there's no invoice displayed. this is because TmpCustVendTrans only store invoices from Open Customer Payment Journal.

where i can find it?

Thank's for helping me, i appreciate any answer.

Categories:
Development / Customization / SDK
  • Suggested answer
    Khaled Alloud Profile Picture
    Khaled Alloud 3,658 on at
    RE: How to find invoices that replaced by asterisk in posted customer payment journal

    Hello,

    You can also check the column 'Invoice' from Closed transaction editing from Customer form.

    Thank you,

  • Chaidir Ali Assegaf Profile Picture
    Chaidir Ali Assegaf 200 on at
    RE: How to find invoices that replaced by asterisk in posted customer payment journal

    Hi André,

    from the CustSettlement table, i looked into the relation it has,

    i found the CustTrans Table and all the invoice is in the CustTrans Table.

    Thanks for your help.

  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at
    RE: How to find invoices that replaced by asterisk in posted customer payment journal

    Check  closed transaction form for customers  and use the same logic.

  • Verified answer
    Andrew Xu Profile Picture
    Andrew Xu 3,877 on at
    RE: How to find invoices that replaced by asterisk in posted customer payment journal

    Chaidir,

    The easiest way to get the settled invoices from posted payment journal I can think of is to print the payment report from that journal. See screenshots below please,

    2018_2D00_3_2D00_21-9_2D00_59_2D00_30.jpg

    2018_2D00_3_2D00_21-9_2D00_59_2D00_30.jpg

    Or you can write your own logic to get the data from CustSettlement and CustTrans as Andre said. You can also filter out the data from Transaction and Closed transaction editing form of a customer.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 290,277 Super User 2024 Season 2 on at
    RE: How to find invoices that replaced by asterisk in posted customer payment journal

    Hi Chaidir,

    For posted journals, you can pull data from the table CustSettlement. This has a relation between the customer transactions related to invoices and payments (including settled amount).

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