Small and medium business | Business Central, N...

Customer Open Entries Report not showing anything anymore

(1) Share

Report

Posted on by RH

188

Hey all,

I've noticed that one employee has been entering sales orders, posting, inventory picks, ship, etc. Then doing cash receipts when receive payments. However, for some reason she's not posting these cash receipts correctly so they're not applying to the correct invoices she's trying to pay. Now after this, I have to manually apply these entries again which is strange I have to Applied-to-ID and it uses my username instead of the Doc #. Then when I go to Customer Card level, the Open Entries doesn't work anymore for new sales order posted it won't show anymore. It will still show in Aged AR.

Anyone encounter this? Is there way to reset this?

Thanks!

Categories:

Dynamics 365 Business Central

All responses (4)

Answers (0)

RH 188 on at

Like (0)

Report

Customer Open Entries Report not showing anything anymore

Hey all thanks for your responses! Yes the Applies-to-Entry I'm doing correctly for her. However, for new sales orders posted afterwards they are not showing up in Report/Open Entries at all. Just keeps saying there is nothing to be generated but there are new open invoices to be paid.
Suggested answer

Valentin Castravet 26,349 Super User 2025 Season 1 on at

Like (0)

Report

Customer Open Entries Report not showing anything anymore

Based on your description, everything appears to be functioning correctly. The system uses the user’s ID in the Applies-to-ID field rather than the document number. Once an entry is applied, it will no longer appear as an open entry. However, if an entry is fully applied, it should not be visible in the Aged AR report. It will only appear in the Aged AR if it is unapplied or partially applied.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
Suggested answer

gdrenteria 14,557 Most Valuable Professional on at

Like (1)

Report

Customer Open Entries Report not showing anything anymore

Hi

I hope this can help you: Reconcile vendor payment receipts or refunds in the payment journal - Business Central | Microsoft Learn

Best

GR
Suggested answer

YUN ZHU 77,981 Super User 2025 Season 1 on at

Like (2)

Report

Customer Open Entries Report not showing anything anymore

This is standard behavior. When you apply in Customer Ledger Entries, the user id will be displayed.

Before posting, such as in Payment Journals, the Document No. will be displayed.

But you can edit it.

Hope this can give you some hints.

Thanks.

ZHU