Customer Payment Allocation information to Power BI

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Posted on by PortellaDM

Good evening all,

I have a very particular query and can not find an answer anywhere!

I need to generate a report from our Business Central environment that shows payment allocation information, i.e. An invoice number alongside the payment number (or credit memo) that was allocated to that invoice.

I am ideally trying to do this in PowerBI. On Business Central I have looked into creating the necessary OData V4 URL in Web Services, and the closest page I can find that might contain this information is Applied Customer Entries (61, List). However, when this table is brought into PowerBI via Web Services it is blank.

Does anyone know a way of accessing this data without requiring development? It seems to be such a basic thing to report on that there must be a way of doing it.

Thanks in advance for any help given.

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Dynamics 365 Business Central

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Marco Mels on at

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Hello,

You probably need a partner to create this for you. If you think a feature or report is missing, you can creaet a feature request via https://aka.ms/bcideas .

Thank you.

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Inge M. Bruvik 1,111 Moderator on at

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As Marco says. You can not do this without any development. So you should work with your partner in order to achieve what you want on this case.

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