Good day we have a requirement to use the invoice account to consolidate all invoices on one statement, but in a hierarchal manner.
The scenario is:
Customer invoice transaction on account A (Invoice account C)
Customer invoice transaction on account B (Invoice account D)
Account C and D also have an invoice account E
If I print a statement on C or D, the system finds the "child" records.
But if I print a statement on account E no transactions found.
Is this possible with standard Dynamics 365?
Thank you.
Maybe it would be possible. I have not done this myself, so can't share any experience.
Thank you, do you know if this is possible with electronic reporting?
Hi Elbeth,
For this requirement you must create a custom report. This is not as part of any standard report in the application.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,149 Most Valuable Professional
nmaenpaa 101,156