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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customizing Customer a...
Finance | Project Operations, Human Resources, ...
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Customizing Customer aging report

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Posted on by wassim.77 51
Hello everyone,
in the customer aging report i need display both the TransactionDate and the DueDate (if the user chose in the parameters TransactionDate then DueDate, if the user chose DueDate then it's DueDate and TransactionDate in that order) and i need to add another field which is invoice from CustTrans.
my problem is that i can't figure which method i need to override inside the DP or is it more complicated then that?
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    Customizing Customer aging report
    No Just create normal class which should extends the class that CustAgingReportDp extends.
    It's just normal way of creating the SSRS report - You can refer to any blog for creating new SSRS report from scratch.
     
    Thanks,
    Girish S.
  • wassim.77 Profile Picture
    wassim.77 51 on at
    Customizing Customer aging report
    Thank you Girish.
    can you gave me an example on how to "Point the report dataset dp class to the new class you created"?
    does my new class need to be an extension for CustAgingReportDP and if so in what methode should i insert my new data.
  • GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    Customizing Customer aging report
    Yes, that's what I am saying. From my knowledge the DP class code includes call to another class which extends SysQueryRecordInsert class to insert bulk records in temp table.
    Also, records are updated in the temp table.
    I am asking you to duplicate all the objects related to DP class which includes DP, DC, UI, Controller class - Point the report dataset dp class to the new class you created - Design wise you can use the standard report.
    After duplicating it you can customize as you want.
    There is lot of question asked against this report in the forum and no thread has verified answers.
    Only disadvantage will be, if the update is released by Microsoft for this report - It won't update your custom report.
     
    Thanks,
    Girish S.
  • wassim.77 Profile Picture
    wassim.77 51 on at
    Customizing Customer aging report
    Thank you Girish for your quick answer, indeed i duplcated the report and customized the needed disgn with the fields that i need.
    but i need to populate them with data from the DP
  • Suggested answer
    GirishS Profile Picture
    GirishS 27,821 Super User 2024 Season 1 on at
    Customizing Customer aging report
    Hi Wassim,
     
    I would suggest you to create new report same as the standard report and do your customization there.
    Coding inside the DP class uses SysQueryRecordInsert to insert records in the table. Also, this class used update_ recordset to update the record in the temp table.
    So instead of troubleshooting them I would go with creating the report same as the standard.
     
    Thanks,
    Girish S.

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