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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Understanding Table st...
Microsoft Dynamics NAV (Archived)

Understanding Table structure for Customers and Accounts Receivable

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Posted on by Priti Pipalia 35

Hi,

I am new to Dynamics NAV and have been working with Dynamics CRM for a few years now.

I have a task on hand to fetch the Accounts Receivable data related to each Customer, from D365 Finance and Operations (have signed up with a trial version) and view it in CRM (Customer wise). Customers are successfully mapped to CRM by setting up connection to Dynamics 365 for Sales. The next thing is to fetch Accounts Receivable related to each customer.

Need to understand the Table structure and relationship between Customers and Ledger (I think this is the table I should get Accounts Receivable data for Customers. Please correct if not) entries in D365 Finance and Operations. Or if there is a direct way to map required table directly into CRM.

Any help is greatly appreciated.

Dynamics 365 for Sales connection

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  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,096 on at

    For each customer there is (21) Cust. Ledger Entry table and related (379) Detailed Cust. Ledg. Entry table. Both tables contain the information on payments and invoices posted. The second one contains additional information, such as which invoices and which payments are related to each other (applied to), as well as variety of currency exchange rates revaluations when take place. Each invoice in Cust. Ledger Entry table has a "remaining amount" flow field that shows the rest of the receivable, not yet covered by any payment or credit-memo (if any). On the customer card itself there is a "Balance" field that show the total of invoices minus payments made by this customer.

  • Priti Pipalia Profile Picture
    Priti Pipalia 35 on at

    Got it. Thanks a lot Alexander.

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