customer ledger entries form additional field

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Posted on by Community Member Microsoft Employee

hi i have copied a new form the customer ledger entries list form, in the new list form I want to add a column called balance.(where I can filter, balance >0, to see outstanding and document type=invoice)

balance field is in Customer table.. im sure, this requires some coding. Appreciate if you can provide some coding..

We are doing because, the users wants the balance to be showed in the New customer ledger enteries form, rather than looking in to the customer card..

help is appreciated.. thanks

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Community Member Microsoft Employee on at

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RE: customer ledger entries form additional field

In that case, create flowfield in Cust. Ledger Entry as follow.

This way, you would be able to filter the field (> 0)..
Community Member Microsoft Employee on at

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RE: customer ledger entries form additional field

it is working thanks!!!, but I want to show list of record only those custbalance is >0.. How can I achieve it..
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Community Member Microsoft Employee on at

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RE: customer ledger entries form additional field

Hi,

You can always filter on "Document Type" & "Remaining Amount" field in Customer Ledger Entries page to get the required details.

There is no point in displaying same balance in all the lines.

If at all you need Balance field, you can write following code at Page OnAfterGetRecord event or create the flowfield as needed.

CustBalance := 0;

IF Cust.Get("Customer No.") Then

Begin

Cust.Calcfields("Balance (LCY)");

CustBalance := Cust."Balance (LCY)"

End;

This way, you can calculate & use CustBalance on the newly created page..

Please note that, you can face certain performance issue due to the same. MS does not recommend to use calculated field or flowfield on list page.

Hope this helps.
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Alexander Ermakov 28,094 on at

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RE: customer ledger entries form additional field

How would this new field be different from Remaining Amount? Or, do you want the same customer balance be presented in all customer ledger entries? If so, you need to add a field with a FlowField type, and make a filtering setting as a sum by Detailed Customer Ledger entries. In fact, you can copy the same setting of flow field as in the balance field of the customer card.