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Hello everyone,
Is there a standard method to add a column to Customer Transaction table, similar to settlementid from Ledger settlement form, that would allow the user to check which invoice/credit note was cleared by which payment for all customers? This is needed as a report.
If there is another report that already does this or it can be done through data entities, please let me know.
Thanks you!
Hi D73,
The details for what transactions are settled, are managed on the form 'View settlements' which can be opened from the customer transaction. I thought the table name is CustSettlement or CustTransSettlement.
Hi André,
Thank you for your answer! I know the option "View settlements" to check the settled transactions' details - per customer.
However this is not exactly ideal, since the transaction type is "Settlement" and I am interested in finding/creating (through data entities/filters or any standard solution) a report that contains all the payments and invoices (or credit notes) and a field to link them together, similar to the picture attached.
I have not found a table/target entity CustSettlement or CustTransSettlement.
Out of the box, there is indeed not a similar solution and also no entities for the settlement history on customer transactions.
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