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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / To Get Customer Balanc...
Finance | Project Operations, Human Resources, ...
Suggested Answer

To Get Customer Balance with their type

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Posted on by Taslimarif Ansari 15

Hi there,

I want customer balance for specific customers in D365 f&o. if anyone knows this please let me know.

here is the SS of the same

2275.pastedimage1674057350514v1.png

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  • Suggested answer
    GirishS Profile Picture
    GirishS 27,833 Moderator on at

    Hi Taslimarif Ansari,

    This data is displayed using InMemoryTable - Meaning data will be loaded at form runtime.

    Refer to the form"CustOpenBalanceCurrency" - Refer to the form method "updateBalance" - Inside this method they are calling the "custTransBalancingCurrency" method - Please go through this method and find how they are getting balances for the customer.

    Thanks,

    Girish S.

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