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Small and medium business | Business Central, N...
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Customer Balance To Date

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Posted on by 60

Im using Customer Balance To Date to get information from 2022 year, I need to know ending balance by customer in foreign currency month by month, If I only set date and I run it, it says there is no information to display that meets my criteria (only date).

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If I add a customer id that I know had open documents it shows its information.

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Can someone help me to understand what is happening? 

  • RE: Customer Balance To Date

    Ho. You can create new report extension for add new fields.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 75,883 Super User 2024 Season 2 on at
    RE: Customer Balance To Date

    Hi, You can use the ReportExtension Object to add new fields to the report. But this requires customization.
    More details: https://yzhums.com/10723/

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 993 Super User 2024 Season 1 on at
    RE: Customer Balance To Date

    For this purpose you are probably best off by customizing a report that fit your need.

    Your partner should be able to assist you with that.

  • MarisolC Profile Picture
    MarisolC 60 on at
    RE: Customer Balance To Date

    It does not show foreign currency amounts, and that is what I need most.

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,081 Super User 2024 Season 1 on at
    RE: Customer Balance To Date

    You can try this report "Customer - Summary Aging Simp."

    Thanks.

  • MarisolC Profile Picture
    MarisolC 60 on at
    RE: Customer Balance To Date

    So if I need info with all my customer should I go one by one? That is insane!!! Is there any alternative to get this information for all my customers?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,081 Super User 2024 Season 1 on at
    RE: Customer Balance To Date

    Hi,

    Customer balance to date is designed to show the report data based on the Customer No. filter or per customer, so without customer No. filter it would not show any data.

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