what difference for 'customer transaction' and 'Open customer transaction' is

(1) Share

Report

Posted on by J_Lee

1,208

In the 'All customers',

1) click the 'Customers' > 'Transactions' in the menu item

2) select a transaction with type=sales order

3) click 'clip' icons

it shows 'Customer transactions'

In the 'Open customer invoice'

1) select a entry and then click the 'clip' icon

It shows 'Open customer transaction'

I am confused that both are customer transactions. Why do their attachment be different? Any relationship among, customer invoice, invoice journal and customer transaction? Please advise

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (4)

Answers (1)

Verified answer

Abhilash Warrier 5,402 Super User 2025 Season 2 on at

Like (1)

Report
what difference for 'customer transaction' and 'Open customer transaction' is

Hi,

Please find below comments –

Customer Transactions (CustTrans):

This table contains all transactions related to customers, including invoices, payments, credit memos, and fees. It records every financial transaction involving a customer.

Open Customer Transactions (CustTransOpen):

This table specifically tracks unsettled or outstanding transactions. These are transactions that have not been fully settled or paid, such as unpaid invoices.

Direct Record ID Relationship
The relationship between the Customer Transactions and Open Customer Transactions is maintained through specific fields:

Transaction ID (TransId): This is a unique identifier for each transaction. It is used to link records between the CustTrans and CustTransOpen tables.

Voucher: This field can also be used to trace transactions across different tables.

By using these fields, you can establish a direct relationship between the records in the Customer Transactions and Open Customer Transactions tables.

Was this reply helpful? Yes No
J_Lee 1,208 on at

Like (0)

Report

what difference for 'customer transaction' and 'Open customer transaction' is

Thank all. Your response is valuable to me.

May i have more information about a direct record id relationship between the customer transaction and the open customer transaction? which key/field is used?

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 298,933 Super User 2025 Season 2 on at

Like (0)

Report

what difference for 'customer transaction' and 'Open customer transaction' is

Hi J Lee,

The attachments icon is opening a reference to a table on the form you opened. On the transactions, this is the table Customer transactions (CustTrans). There is an additional table that stores all open payment details for a customer transaction: Open customer transactions (CustTransOpen). These are distinct tables and will have distinct references to document attachments.

Was this reply helpful? Yes No
Suggested answer

Jonas "Jones" Melgaard 4,894 Super User 2025 Season 2 on at

Like (0)

Report

what difference for 'customer transaction' and 'Open customer transaction' is

Open customer transactions is the unsettled customer transactions part, for example unpaid invoices. As you settle them, they either get's decreased in amount or get's deleted entirely. It's a design that's been part of D365 Finance (Think Dynamics AX and Axapta) for a LONG time.

There is a direct record id relationship between the customer transaction and the open customer transaction.

Was this reply helpful? Yes No