Finance | Project Operations, Human Resources, ...

Viewing Customer Balance in Customer master

(1) Share

Report

Posted on by M Saravanan

244

Dear Members,

Is there any way which will allow me to see the customer balance in the customer master page ? User is looking forward to have the customer balance within the customer master, as like we have in Business Central.

Please help me out to add the customer balance in the customer master (if we have any standard ways) or could it be achieved only through customization?

Best

Saravanan

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

André Arnaud de Cal... 301,134 Super User 2025 Season 2 on at

Like (3)

Report

Hi Saravanan,

Having an online calculation on a grid will result in performance degradation. For your requirement, you can use the Credit management features. You can create an aging snapshot and then see outstanding balances per customer on the Aged balances page. There is an option to have this information being built up using open balances across multiple legal entities.

Was this reply helpful? Yes No
André Arnaud de Cal... 301,134 Super User 2025 Season 2 on at

Like (0)

Report

PS. You created a duplicate post for this question on the forum. The duplicate has been removed.

Was this reply helpful? Yes No
Suggested answer

Frank Hamelly | MVP... 46,625 Super User 2025 Season 2 on at

Like (0)

Report

You mean like this? This is standard. If you mean in the list view itself, that would require a customization, and as Andre points out, would mean a performance hit on this page because the balance would need to be calculated for each customer every time the page is opened.

Was this reply helpful? Yes No
Suggested answer

BillurSamdancioglu 19,854 Most Valuable Professional on at

Like (0)

Report

As Andre said, this may cause performance issues durğing the opening of the form so that calculations on forms not to be made unless they are reports etc. But by customization, it is technically possible.

Was this reply helpful? Yes No