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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to get the custome...
Microsoft Dynamics AX (Archived)

How to get the customer opening balance using X++

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Posted on by srinivas pamidi 1,737

Hi,

I am trying to write job  to display an Infolog of all customers with an open balance greater than 5,000 in the customer currency and display the balance in the customer and master company currency.

How to get this.

regards,

Srinivas Pamidi

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  • Brandon Wiese Profile Picture
    Brandon Wiese 17,788 on at
    RE: How to get the customer opening balance using X++

    Easy enough to fix.  Just use CustTrans instead of CustTransOpen, and filter on TransDate <= Assessment date.

  • Mea_ Profile Picture
    Mea_ 60,278 on at
    RE: How to get the customer opening balance using X++

    @Brandon

    That's faster if we don't  need  Assessment Date, because you dropped a half of the method.

  • Verified answer
    Brandon Wiese Profile Picture
    Brandon Wiese 17,788 on at
    RE: How to get the customer opening balance using X++

    This is even faster using a single set based operation, but still uses a CrossCompany query.

        Query                       q;
    QueryBuildDataSource        qbds;
    QueryRun                    qr;
    QueryHavingFilter           qhf;
    CustTable                   custTable;
    CustTransOpen               custTransOpen;
    ;
    
    q = new Query();
    q.allowCrossCompany(true);
    
    qbds = q.addDataSource(tableNum(CustTable));
    
    qbds.addGroupByField(fieldNum(CustTable, DataAreaId));
    qbds.addGroupByField(fieldNum(CustTable, AccountNum));
    
    qbds = qbds.addDataSource(tableNum(CustTransOpen));
    qbds.relations(true);
    
    qbds.addSelectionField(fieldNum(CustTransOpen, AmountMST), SelectionField::Sum);
    qbds.orderMode(OrderMode::GroupBy);
    
    qhf = q.addHavingFilter(qbds, fieldStr(custTransOpen, AmountMST), AggregateFunction::Sum);
    qhf.value('> 5000');
        
    qr = new QueryRun(q);
    while (qr.next())
    {
        custTable = qr.get(tableNum(CustTable));
        custTransOpen = qr.get(tableNum(custTransOpen));
        
        info(strFmt("Company: %1, Account number: %2, Open balance: %3", custTable.dataAreaId, custTable.AccountNum, custTransOpen.AmountMST));
    }


  • Verified answer
    Brandon Wiese Profile Picture
    Brandon Wiese 17,788 on at
    RE: How to get the customer opening balance using X++

    This is faster than using the openBalance method in a CustTable loop.

    The disadvantage of a CrossCompany query is that users will only see customers for which they have access.  Looping through DataArea and using changeCompany(..) ignores user security.

        CustTable                   custTable;
    CustTransOpen               custTransOpen;
    ;
    
    while select crossCompany DataAreaId, AccountNum
        from custTable
        group DataAreaId, AccountNum
            join sum(AmountMST)
            from custTransOpen
            where custTransOpen.AccountNum == custTable.AccountNum
    {
        if (custTransOpen.AmountMST > 5000)
        {
            info(strFmt("Company: %1, Account number: %2, Open balance: %3", custTable.dataAreaId, custTable.AccountNum, custTransOpen.AmountMST));
        }
    }


  • Verified answer
    Mea_ Profile Picture
    Mea_ 60,278 on at
    RE: How to get the customer opening balance using X++
    Try this: 

    DataArea dataAread;
CustTable custTable;

while select id from dataAread
    where !dataAread.isVirtual
{
    changecompany(dataAread.id)
    {
      custTable = null;
      while select custTable
      {
          if (custTable.openBalanceCur() > 5000)
          {
              info(strFmt("%1,%2,%3", custTable.AccountNum, custTable.openBalanceCur(),custTable.Currency));
          }
      }    
    }
}
  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: How to get the customer opening balance using X++

    Now it is working changing code like this

    while select custTable

      {

       if (custTable.openBalanceCur() > 5000)

           {

           info(strFmt("%1,%2,%3", custTable.AccountNum, custTable.openBalanceCur(),custTable.Currency));

           }

    }    

    but how to run this job in cross company?

  • srinivas pamidi Profile Picture
    srinivas pamidi 1,737 on at
    RE: How to get the customer opening balance using X++

    Hi

    i am writing like this but info log is not open

    while select custTable

      {

       if (custTable.openBalanceCur(fromDate, toDate, assessmentDate, custTable.Currency) > 100)

            {

           info(strFmt("%1,%2", custTable.AccountNum, custTable.openBalanceCur()));

           }

    }

  • Suggested answer
    Mea_ Profile Picture
    Mea_ 60,278 on at
    RE: How to get the customer opening balance using X++

    Hi srinivas,

    You can try something like

    while select custTable
{
    if (custTable.openBalanceCur(froamDate, toDate, assessmentDate, custTable.Currency)) > 5000)
         {
              //info();
         }
 }


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