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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Parameters of Customer...
Microsoft Dynamics AX (Archived)

Parameters of Customer Balance List report

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Posted on by Muhammad Yousaf 1,339

Hi everyone 

Can any one explain this to me

when i go this report (Customer Balance List) as customer receivable Accounts Receivables -> Reports --> Reports --> Status --> Customer Balance List) report, i have here some options in the criteria drop down menu

1- None

2- Opening Balance

3- Transactions

4-Closing Balance

Can someone explain to me about these 4 options? 

2nd question is that can we present this report as an Accounts Receivable report to the management

Regards

Yousaf

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  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    Please see:

    docs.microsoft.com/.../customer-balance-list-report-custprovisionalbalance

    None – Print accounts, regardless of whether transactions or a balance exist in the date interval.

    Opening balance – Print accounts that have a balance on the date in the From date field.

    Transactions – Print accounts that have transactions in the date interval.

    Closing balance – Print accounts that have a balance on the date in the To date field.

    Best regards,

    Ludwig

  • Muhammad Yousaf Profile Picture
    Muhammad Yousaf 1,339 on at

    Hi Ludwig

    Thank you for this reply 

    Now if the management is willing to get an updated customer receivable report, then i should select the option "closing balance" right?

    Regards

    Yousaf

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Yousaf,

    Right, I would say so. Double check and test this once more before you submit the data to your management ;-)

    Best regards,

    Ludwig

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