How can I see all customer invoices in AX Dynamics 2012, paid and unpaid?

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Posted on by Linda Lindman

How can I see all AR invoices in AX, and if they are paid or unpaid?

I have tried the Accounts Receivable>Inquiries>Journals>Invoice journals and added the fields 'Amount due' and 'Paid'. However, these two fields only show amount 0,00.

Are there any other options?

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B K Sharma 737 on at

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Hi Linda Lindman,

If customer transaction is open than it is due and if it is settled than it is paid.

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Linda Lindman 20 on at

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I am looking for a way to see both paid and unpaid customer invoices in the same report or inquiry. How can I do that?

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Linda Lindman 20 on at

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Hi BK, I am not sure I understand your response. I am looking for a way to see all open and paid invoices in the same inquiry or report.

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B K Sharma 737 on at

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You mean, you just want a report of customer transaction where you can give a field in report which show the status of transaction paid or unpaid.

Thanks

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Linda Lindman 20 on at

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I would like to see all customer invoices, like in the Inquiry Invoice journals (Accounts Receivable>Inquiries>Journals>Invoice journals). But I also need to see if the invoices are open or paid.

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B K Sharma 737 on at

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You can open customer transaction from invoice journal, there are a button over invoice journal as 'Transaction' and on customer transaction form, we have a settlement tab where if settlement voucher exist than it is paid else its due, here you can also get settlement amount. See in attached piture

Thanks

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B K Sharma 737 on at

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You can also check the logic of standard report 'Customer invoice transaction'.

AR -> Reports -> Transaction -> Invoice -> customer invoice transactions

In this report there are a filter Invoice type : Open/Paid/Both, So if filter exist than in logic there will be some code to get record according invoice type.

Thanks

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Linda Lindman 20 on at

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I would like to see somthing like that, but for all customer invoices for all customers, not just for one customer.

EX: Invoice number, customer account, invoice amount, balance or settled amount

Do you understand how I mean?

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B K Sharma 737 on at

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The given report self explain the requirement you want, there are report filter where you can get report for a specific date range, for all/single/customer range and also for paid status.

Thanks

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guk1964 10,888 on at

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AR balance report.

Also look at the AR stats reports

To modify your journal screen try adding

PaidAmount

RemainingAmount/AmountDue

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