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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / List of customers with...
Microsoft Dynamics GP (Archived)

List of customers with outstanding balance

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Posted on by Alaa Ramadan 4,130

Hi,

What would be the easiest way to get the list of customers in RM having outstanding  balance on any giving date.

It similar to the aging report but all what I need is the customer number only  

thanks,

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  • Suggested answer
    sandipdjadhav Profile Picture
    sandipdjadhav 18,306 on at
    RE: List of customers with outstanding balance

    Hi Alaa,

    Are you aware of smartlist or Aged Trial Balance reports? Troubleshoot more on these topics.

    Thanks
    Sandip

  • Alaa Ramadan Profile Picture
    Alaa Ramadan 4,130 on at
    RE: List of customers with outstanding balance

    sorry I meant to ask how to get this from the back end, what tables to use, I need this information to use in one of the Ssrs report that include some other details 

  • Suggested answer
    Joshua Page Profile Picture
    Joshua Page on at
    RE: List of customers with outstanding balance

    Hi Alaa!

    You'll want to take a look at the RM00101 (Customer Master) for customer info and the RM00103(Customer Master Summary) for the info your looking for.

    The specific column is the CUSTBLNC of the RM00103 table.

    If you have any questions feel free to let me know.

    Joshua

  • Suggested answer
    sandipdjadhav Profile Picture
    sandipdjadhav 18,306 on at
    RE: List of customers with outstanding balance

    Please check this blog post from Victoria: victoriayudin.com/.../sql-view-for-current-receivables-aging-in-dynamics-gp

    Thanks

    Sandip

  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at
    RE: List of customers with outstanding balance

    The script provided at Victoria's website is just great. Although, If I am not mistaken, Alaa is looking for a customer statement that could calculate the customer balance at any given date. In this essence, you should be looking for the RM work, open and history tables to calculate the balance according to the date parameter provided, to be more precise, a beginning and ending date (From ... To ... )
    I would not look for the customer summary table for such a requirement. The transactions table is required to get the beginning and ending balance.

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