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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / see a customer's t...
Microsoft Dynamics AX (Archived)

see a customer's total sales and payment amount

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Posted on by Tina Kim 103

Hello experts

My client asked us for a customized customer invoice which includes Total Sales Amounts, Total Payment and the Customer Balances.

I found the standard Customer Balance List report and it shows Debit Balance - Credit Balance = Total Customer Balances,  and I think this is not my client wants. For example, Credit Balances not only include the customer payment, but also include canceled sales amounts.

As I mentioned above, In the newly customized report, I want to include

1) Total Sales amount = Customer Sales - canceled Sales

2) Total Payment amount

3) Customer Balance= 1) - 2)

and I want to know where can I bring those amount.

Can you please let me know the AOT path for those data ?

Thank you

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I have the same question (0)
  • Verified answer
    Community Member Profile Picture
    Community Member on at

    Hi Tina,

    Should you choose to use AX Accounts receivable cube, this can be done easily in Excel.

  • Tina Kim Profile Picture
    Tina Kim 103 on at

    Thank you for your reply

    However what my client wants is showing 1) Sales amount 2)Payment 3) Total Balance  in invoice, so we are thinking to customize invoice report.

    the image i attached is what i designed, and I want to know how to bring data for red-marked part of the custmoized report .1261.invoice.png

  • Tina Kim Profile Picture
    Tina Kim 103 on at

    Thanks a lot .it was really helpful

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