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How to extract applies doc in payment journal to a report?

Posted on by 5

Hi everyone,

May I know is there any ways or method that we can extract applies doc in payment journal to a report?

Thank you.

  • FMidi611 Profile Picture
    FMidi611 5 on at
    RE: How to extract applies doc in payment journal to a report?

    Hi, 

    I actually managed to pull out the "Applies to Doc No" and "Applies to Doc Type" Fields in the vendor ledger page using page extension through AL Code just to see if there's any value.

    pastedimage1683768620488v3.png

    As you can see,  the "Applies to Doc Type" is filled with their respective doc type but the "Applies to Doc No" is empty for all entries even though I'm pretty sure you need to fill the field during entry which is why there won't be any output if I used in in a report. I think the main problem is that it does not automatically sync with other tables when posted in payment journal either because we missed something while posting or because it just did not automatically sync after posting.

  • Suggested answer
    Govinda Kumar Profile Picture
    Govinda Kumar 2,203 Super User 2024 Season 1 on at
    RE: How to extract applies doc in payment journal to a report?

    Hi,

    If I understand correctly, you want to extract 'applies doc' information from the ledger entries. I think you would need to use AL code and query the relevant tables, such as the vendor or customer ledger entries depending on the type of transaction.

    pastedimage1683733353571v2.png

    I suggest you to get help from a developer if you are unfamiliar with AL code.

    Regards

  • Collin0426 Profile Picture
    Collin0426 5 on at
    RE: How to extract applies doc in payment journal to a report?

    Hi Tanya...

    I would like to pull to a new one. BUT Im not sure pull from where as I cant see the applied doc from my ledger entries. Can you give me some clues or guidance?

    Regards,

    Collin

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: How to extract applies doc in payment journal to a report?

    Have you looked at the Journal Pre-Payment Report?

  • Suggested answer
    tanya07 Profile Picture
    tanya07 1,554 on at
    RE: How to extract applies doc in payment journal to a report?

    Hi,

    Yes, we can, do you want to pull in any existing report or a new one ?

    Regards,

    Tanya Kharbanda

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