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I have been using the AR Report > Open Transactions Report and it is thousands of pages long. If I want to do analysis on the data, the wait for the report to run is unbearable, and the export is fraught with page break rows and other non-essentials.
Does this exist as an Inquiries screen somewhere that I can view this in a grid view, where I can export it directly to Excel?
Hi,
It would be possible to develop a data entity. Then you can export the transactions to a file (Excel, XML, CSV, etc).
It is also possible to open the customer transactions form without a customer filter as a system administrator. You can then change the URL and set the menu item part to: mi=CustTrans. With a personalization you can add the customer account field and start your export to Excel. Note that this can also take a while with a large number of records.
Yes you can:
exploredynamics365.home.blog/.../
If you have many customer transaction in your legal entity, like Andre mentioned you can evaluate to create a custom data entity for customer transactions, so you can export data into Excel file via batch job.
Possible workaround is to open this form via table browser (?mi=SysTableBrowser&TableName=CustTrans&cmp=XXXX&limitednav=true&lng=en-us) or directly from UI by refreshing the URL with CustTrans (mi=CustTrans)
Opening the CustTrans form as Sys Admin was a great idea. Thanks.
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