ER reporting - Customer direct debit from Customer payment journal line

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Posted on by ShawnDEV

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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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Kevin Xia Microsoft Employee on at

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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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Alireza Eshaghzadeh 15,225 Super User 2026 Season 2 on at

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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:

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ShawnDEV 680 on at

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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?

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Alireza Eshaghzadeh 15,225 Super User 2026 Season 2 on at

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Hi Shawn,

You can try to use COUNT function to count invoices and if they are over than 1, it will show <MarkedInvoice>*<MarkedInvoice>.

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