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Customer Ledger Entries - Where to find Document Date?

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Posted on by Nadim1

Hi all,

I'm wondering where I would be able to find a listing of the Document Dates for all Customer Ledger Entries. For some reason the Customer Ledger Entries & Detailed Customer Ledger Entries cards both do not include a Document Date field (but include the Due Date field). Wondering where I can find this?

For clarity, I can't use the Posted Sales Invoice Header as I want to include General Journals posted to the Customer Ledger (Posted Sales Invoice only includes Sales Invoices and not Customer Entries made via GL).

Thanks!

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YUN ZHU 73,339 Super User 2024 Season 2 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Hi, Yes, this also requires the field to be added to the page before the value of the field can be obtained in Web Service.
Or you can just create a new API page, the performance will be much better than Web Service.

Hope this helps.

Thanks.

ZHU
Nadim1 40 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Thanks Zhu - seems like I'll need permission for the view table & then customize it in using Design. Is it fair to assume that if this is done I will be able to pull it in as a field in Web Services as well? Or would that also be an additional customization.
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YUN ZHU 73,339 Super User 2024 Season 2 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Hi, There is a permission for View Table, hope the following helps.

https://yzhums.com/7087/

As for why it is not in Personalization, because this field is not added to this page, it needs a little customization.
You can use the Design feature in Sandbox and deploy to production, but I personally recommend letting the developers do it.

More details: How to deploy your Design Extension (.zip file) to production environment

https://yzhums.com/21735/

Thanks.

ZHU
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DAnny3211 9,272 Super User 2024 Season 1 on at

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RE: Customer Ledger Entries - Where to find Document Date?

hi

you need to have a small extension developed on the page custom ledger entry and have the field added to the screen

confirm my answer if it helps you

thanks
DAniele
tww 90 on at

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RE: Customer Ledger Entries - Where to find Document Date?

I can see the view table; my guess is you will need to talk to your administrator and make sure you have the appropriate permissions to access to the full details that are shown in the page inspection pane.
Nadim1 40 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Hi Zhu - how were you able to find this? When I go to personalize this is my view (note Doc Date is not already on the page):

If I go to Page Inspector, I don't have the same option as you (view table)?

Maybe I am missing something here... if you can let me know that would be great!
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YUN ZHU 73,339 Super User 2024 Season 2 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Hi, The Customer Ledger Entry table contains the Document Date field, you just need to display it on the page.

Or, just click View table in Page Inspection, you can open the Cust. Ledger Entry table with Document Date.

Hope this helps.
Thanks.

ZHU
tww 90 on at

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RE: Customer Ledger Entries - Where to find Document Date?

You could join the two tables on a lookup of your Document no. between GL table and CLE table, since you do not post via Sales Invoices.
Nadim1 40 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Hi Amit,

This won't work for me unfortunately as I want to get the document date from General Journals made to the Customer Ledger as well (there is a document date field in there). Unless you're thinking of something else? When I look at Sales Invoice Header I'm only seeing items that were posted through the Sales Invoice module vs GL.
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Amit_Sharma 2,545 on at

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RE: Customer Ledger Entries - Where to find Document Date?

Hi,

Take CLE as base table and get the document date from Sales Invoice Header. Linking between CLE & SIH is "Document No." --> "No."

Regards

Amit Sharma

www.erpconsultors.com