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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Electronic Reporting -...
Finance | Project Operations, Human Resources, ...
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Electronic Reporting - Collection letter report (Excel)

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Posted on by Tini Bosch 20

Hi,

I'm investigating the options to add the following two fields from the collection letter journal transaction table (collection letter lines) to the report.

 - Calculation amount (=original invoice amount)
 - Collection letter code

Has anyone of you did this before? If so, how did you manage to do that? As I'm getting stuck in the data source part.
For the Calculation amount, I added a new name label to the Excel Document and I managed to bind it with the AmountInCur field in the DataModel. This however is not bound yet to a datasource.
I would like to bind this DataModel Field to the Calculation amount from the CustCollectionLetterTrans table. This seems not to be available as a data source. Whereas other fields from the same table are available.

Any suggestions to make this work?

Regards,

Tini

Electronic Report...
  • Ramit Paul Profile Picture
    Ramit Paul 22,600 Most Valuable Professional on at
    Electronic Reporting - Collection letter report (Excel)
    MODERATOR UPDATE ****UPDATED THE QUESTION FROM WORD DOC TO TEXT HERE******
     
    Hi,
    (For some reason my description is not visible to others, hence I’ll try a word attachment).
    I'm investigating the options to add the following two fields from the collection letter journal transaction table (collection letter lines) to the report.
     - Calculation amount (=original invoice amount)
     - Collection letter code
    Has anyone of you did this before? If so, how did you manage to do that? As I'm getting stuck in the data source part.
    For the Calculation amount, I added a new name label to the Excel Document and I managed to bind it with the AmountInCur field in the DataModel. This however is not bound yet to a datasource.
    I would like to bind this DataModel Field to the Calculation amount from the CustCollectionLetterTrans table. This seems not to be available as a data source. Whereas other fields from the same table are available.
    Any suggestions to make this work?
    Regards,
    Tini
     
  • BillurSamdancioglu Profile Picture
    BillurSamdancioglu 17,153 Most Valuable Professional on at
    Electronic Reporting - Collection letter report (Excel)
    Hi,
     
    Please fill with details.

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