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X++ code to get all the customer payments which are posted for a date given

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Posted on by D365_Wibes

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Hi All,

I have a requirement where I need to pull all the customer payments posted for a date provided.

Can I have some x++ code for this please?

Thanks all in advance!!

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi D365 Wibes,

Can you indicate if you need customer transactions without an invoice ID and negative amount, assuming it is a payment or are the payments always directly settled with the invoice?

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D365_Wibes 184 on at

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Hi Andre,

Thanks for your response.

I need payments always directly settled with the invoice.

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D365_Wibes 184 on at

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Also if would be helpful if you can suggest me both so that I can explore the both and see the difference.

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BillurSamdancioglu 19,854 Most Valuable Professional on at

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Hi,

It can be hard to understand a transaction is a payment or not unless you have certain rules. I advise always to use payment journals for this purpose.

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D365_Wibes 184 on at

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HI Andre,

Could you please give some suggestions?

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D365_Wibes 184 on at

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Hi Billur,

Can you please give some code for this ? I mean to pick up the posted payment journals

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André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

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Hi D365 Wibes,

In the CustTrans table, if the field InvoiceId is filled, it would be an invoice or credit note. When this field is not filled, it could be a payment , write off or correction. You would then need to know the source of customer transaction. Like Billur mentioned, this could be a specific payment journal.

You can link two or more customer transaction records using the settlement details which are stored in the table CustSettlement.

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BillurSamdancioglu 19,854 Most Valuable Professional on at

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Sorry I am not a developer:) Komi Siabi ?

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Komi Siabi 13,109 Most Valuable Professional on at

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Hi D365_Wibes ,

Just like André said, Please you can get your records from the custTrans table.

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