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Viewing Customer Balance in Customer master

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Posted on by M Saravanan

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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

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BillurSamdancioglu 17,153 Most Valuable Professional on at

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Viewing Customer Balance in Customer master

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.
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Frank Hamelly | MVP... 46,510 Super User 2025 Season 1 on at

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Viewing Customer Balance in Customer master

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.
André Arnaud de Cal... 294,430 Super User 2025 Season 1 on at

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Viewing Customer Balance in Customer master

PS. You created a duplicate post for this question on the forum. The duplicate has been removed.
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André Arnaud de Cal... 294,430 Super User 2025 Season 1 on at

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Viewing Customer Balance in Customer master

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.