Where are Customer Balance Statistics used in F&O Modules?

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Posted on by MarcRohde

354 User Group Leader

When we implemented F&O our partner recommended that we turn don't the batch job to capture customer balance statics and populate the table. While this sounds good in theory it has grown the be one our largest tables in terms of storage and gets larger every day.

We are trying to make some decisions on how much history we want to keep and probably if daily/weekly/monthly makes the most sense. To make this decision I'm trying to figure out where this information is used within dynamics because we know we have no custom reporting reliant on this table.

A particular question I haven't found addressed in the "learn" site if if this table is used for payment predictions in financial insights. So far it doesn't appear to be source data and rather than tool appears to use payment journals.

Thanks in advance for any insights into how Dynamics uses or presents this data to users.

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André Arnaud de Cal... 306,442 Super User 2026 Season 1 on at

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Hi Marc,

Can you confirm if you are referring to the periodic task Calculate balance statistics that can be found in the Credit and collections menu? What is the exact table name with the large number of records?

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