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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer invoice accou...
Finance | Project Operations, Human Resources, ...
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Customer invoice account usage on statements

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Posted on by Elbeth 12

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.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: Customer invoice account usage on statements

    Maybe it would be possible. I have not done this myself, so can't share any experience.

  • Elbeth Profile Picture
    Elbeth 12 on at
    RE: Customer invoice account usage on statements

    Thank you, do you know if this is possible with electronic reporting?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,391 Super User 2024 Season 2 on at
    RE: Customer invoice account usage on statements

    Hi Elbeth,

    For this requirement you must create a custom report. This is not as part of any standard report in the application.

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