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ER reporting - Customer direct debit from Customer payment journal line

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Posted on by ShawnDEV 674
Hi All,
In case a customer payment journal line links to several invoice lines, the invoice column displays with * mark. 
 
 
then when I create a ER reporting with the following model mapping it shows several <MarkedInvoice>* per line as you can see below.
 
How can I group them to show only one <MarkedInvoice>* instead of many?
 
 
 
 
 
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Financial Management
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,151 Super User 2024 Season 2 on at
    ER reporting - Customer direct debit from Customer payment journal line
    Hi Shawn,
    You can try to use COUNT function to count invoices and if they are over than 1, it will show <MarkedInvoice>*<MarkedInvoice>.
  • ShawnDEV Profile Picture
    ShawnDEV 674 on at
    ER reporting - Customer direct debit from Customer payment journal line
    Hi Alireza,
    Thank you. 
    if I follow your suggestion, 
     
     
    it shows linked invoice ids. but what I want is to show one <MarkedInvoice>*<MarkedInvoice> per journal line. Can we do that?
     
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 11,151 Super User 2024 Season 2 on at
    ER reporting - Customer direct debit from Customer payment journal line
    Hi,
    When you settle more than one invoice to a payment journal line, you will get * to indicate that there are more than one invoice that is marked to the journal line. In order to change this routine you need to do a customization.
    While on ER side, you can create a modification to show group of invoiceId that are marked to a journal line based on settlement information.
    Example:
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    ER reporting - Customer direct debit from Customer payment journal line
    Hi,
    You can refer to this official documentation: Electronic reporting (ER) overview - Finance & Operations | Dynamics 365 | Microsoft Learn. This article provides an overview of the Electronic reporting (ER) tool. It includes information about key concepts, the scenarios that ER supports, and a list of formats that have been designed and released as part of the solution. Or you can also try custom development to solve this problem.
    Best regards,
    Kevin

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