Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Understanding Table st...
Microsoft Dynamics NAV (Archived)

Understanding Table structure for Customers and Accounts Receivable

(0) ShareShare
ReportReport
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

*This post is locked for comments

  • Priti Pipalia Profile Picture
    Priti Pipalia 35 on at
    RE: Understanding Table structure for Customers and Accounts Receivable

    Got it. Thanks a lot Alexander.

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Understanding Table structure for Customers and Accounts Receivable

    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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,235 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans