Small and medium business | Business Central, N...

Creating Cust Ledger Entries with the API

(0) Share

Report

Posted on by Pat Arneson

While I see there is a an OData call to retrieve Cust. Ledger Entries, how to I create a new Cust. Ledger Entry via the API? I'm not seeing anything for that

I have the same question (0)

All responses (6)

Answers (0)

Suggested answer

Inge M. Bruvik 1,035 Moderator on at

Like (0)

Report

Creating Cust Ledger Entries with the API

You can suggest this API functionality on this website and Microsoft will review your suggestion.

https://aka.ms/dynamicsideas

Was this reply helpful? Yes No
chrisgoman 12 on at

Like (0)

Report

Creating Cust Ledger Entries with the API

I think the main issue here is

https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/api-reference/v2.0/resources/dynamics_applyvendorentry

does not have the corresponding functionality on the customer side, meaning, there should be "Apply customer entry" but it does not exist

How hard would it be for "any" BC developer (or Microsoft) to create this REST endpoing for API 2.0 since the apply vendor entry code is in Github already

BTW, the Apply vendor entry has some quirks (like the 1st apply sometimes does not work if the "documentNumber" is not blank, so you have to do it twice

- Create 1st vendorPayment, apply clears the "documentNumber" but does not work.
- Delete 1st VendorPayment.
- Create 2nd VendorPayment (same exact thing as first one), apply now works

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 90,179 Super User 2025 Season 2 on at

Like (0)

Report

RE: Creating Cust Ledger Entries with the API

Hi, You can import pre-post data, master data and configuration data through APIs, but you cannot import posted data.

So you can consider using the API to import data, and use the following two methods to automatically post. Of course, you can also customize a posting API.

To set up background posting with job queues
https://learn.microsoft.com/en-nz/dynamics365/business-central/ui-batch-posting#to-set-up-background-posting-with-job-queues

How to use Configuration Package to post documents (Sales Order, Purchase Order, Transfer Order, General Journal, etc.)
https://yzhums.com/16530/

Hope this can give you some hints.

Thanks.

ZHU

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,035 Moderator on at

Like (0)

Report

RE: Creating Cust Ledger Entries with the API

I totally agree with Rahul here. You can not insert anything directly into the customer ledger entry table. All the entries that should go in there needs to come as the result of posting documents or journals.

And it is important that you understand the key concepts about how Business Central works and how the data ends up in the different tables before you start doing customizations or integrations with Business Central.

Was this reply helpful? Yes No
Suggested answer

NAV_with_Narang 2,250 Moderator on at

Like (0)

Report

RE: Creating Cust Ledger Entries with the API

As rightly suggested by Mohana, no direct data entry should be done in Customer ledger entries, ask your Business Central developer to create a cash receipt journal page API for you and you can then enter data into this journal.

In Detail:

1. CLE (Customer ledger entry) is a table which records historical transaction data of all the transactions a customer/customers have. Including invoices, payments, refunds, etc. The data in this table is strictly used by Microsoft to further realize the GL value and link customers with Accounting

2. Since this table's purpose is to store "transactional logs", the only way to enter data here is by either posting invoices or processing journals. The video below will highlight some of the processes (on how those are done physically in BC) www.youtube.com/watch

3. Contact your BC developer and ask him to create an API type page of Cash Receipt Journal (if not already accessible OOTB by Web Services)

4. Later, all that's left to do is publish this page inside BC's Web Services: learn.microsoft.com/.../web-services

Was this reply helpful? Yes No
Suggested answer

Mohana Yadav 60,635 Super User 2025 Season 2 on at

Like (0)

Report

RE: Creating Cust Ledger Entries with the API

You have to fill the Journal line/documents and post from there. We should not directly insert data in ledger entry tables.

Was this reply helpful? Yes No