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

(0) Share

Report

Posted on by Chaidir Ali Assegaf

202

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.

*This post is locked for comments

All responses (5)

Answers (2)

Suggested answer

Khaled Alloud 3,658 on at

Like (0)

Report

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 202 on at

Like (0)

Report

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 17,887 on at

Like (0)

Report

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 3,877 on at

Like (1)

Report

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,

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 Cal... 296,161 Super User 2025 Season 1 on at

Like (1)

Report

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).