Microsoft Dynamics AX (Archived)

CustTransOpen

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Posted on by jihane

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Hello Community,

Might you please explain to me how and when records are created in CustTransOpen?

Kind regards,

Jihane

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Ludwig Reinhard Microsoft Employee on at

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Hello jihane,

Do you just need to create a record in this table through a transaction in the AX client or is it something else that you are looking for?

To create a transaction in the CustTransOpen table you can e.g. post a free text customer invoice or a sales order invoice.

All the best,

Ludwig

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Sohaib Cheema 49,438 User Group Leader on at

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"Customer Open Transitions" refer to un-paid customer invoices. Irrespective of source, whether they came via Free text invoice or via sales invoice.

Based on customer Payment Terms & Discount, number of records of records are created in CusTransOpen Table.

In short CustTransOpen table contains transaction information for customers which are not settled yet

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jihane 1,264 on at

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Hello Ludwig,

I want to understand how records are generated in CustTransOpen.

Now I know, thank s to you and Sohaib, that records are automatically created in custTransOpen, when an invoice is created and not paid yet

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Community Member on at

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Is there a data Entity that references the CusTransOpen Table? I only have access to Odata and am looking to build a report of Open Invoices.

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guk1964 10,888 on at

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CustTransOpen contains one or more records for all transactions in CustTrans that are not. completely settled against other transactions.

To determine whether a CustTrans record is open.

An open CustTrans record will have a matching CustTransOpen record, as joined by the standard relation, i.e. CustTransOpen.RefRecId == CustTrans.Recid.

An open CustTrans record will have its AmountCur != SettleAmountCur and its AmountMst != SettleAmountMst.

An open CustTrans record will have a null date (01\01\1900) in the Closed field.

When 01\01\1900, the CustTrans record is open.

When not 01\01\1900, the CustTrans record is closed on the date indicated.

A reason for separating the CustTransOpen table from CustTrans table is that its possible for custTransOpen to have multiple records for the same CustTrans table in case of Payment schedule on customer invoice. Another is that this separation means that search is faster for open transactions, or total balance of the client.

The relation between CustTransOpen and CustTrans is the RefRecId in CustTransOpen that is a foreign key to the RecId of the related CustTrans.

The invoice and the actual settle amount are referred from the table CustTransOpen (from the relation CustTrans). So these fields have the values of TableId and RecId of CustTransOpen. The field Balance01 denotes the amount that is being settled. If there is partial settlement, then this field has the value of settled amount.

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Hossein.K 6,648 on at

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Hi jihane,

Table CustTransOpen is created by method Classes/PaymSchedCalc/createCustVendTransaction according to payment schedule.

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