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Customer Statement report

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Posted on by amy

Hello All,

One of my customer wanted to group their payment to particular Invoice in Customer ledger entry Report in Business Central SaaS.

Could you please suggest if there is any way we can do that. Its standard Customer statement report-10072.

Any suggestion would be highly appreciated.

Thanks alot.

Amy

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Binesh 7,887 on at

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Hello,

You can not extend the Reports, But you can achieve your requirement by follow the below steps.

Copy the standard Report(It can be available in the DVD under Base Applications).

Customize the report as per your requirements.

Subscribe the "Reporting Triggers" codeunit as shown below.

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Reporting Triggers", 'SubstituteReport', '', false, false)]

    local procedure SubstituteReport(ReportId: Integer; RunMode: Option; RequestPageXml: Text; RecordRef: RecordRef; var NewReportId: Integer);

    begin

        if ReportId = 10072 then

           NewReportId := 70001;    //This is your new Customer Statement report

    end;
Mithila Lishan 92 on at

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In Standard Report include Customer Ledger Entry Data Item and Detailed Cust Ledger entry, So You have to Filter  Detailed Cust Ledger entry Using

DataItemLink = "Cust. Ledger Entry No." = field("Entry No."); --> Connect Customer Ledger Entry and Detailed Cust Ledger entry

DataItemTableView = where("Document Type" = filter("Payment"), Unapplied = filter(false), "Entry type" = filter(Application)); --> this code help to filter Payment Details in  Detailed Cust Ledger entry

You Have to Code Like Below

dataitem("Cust. Ledger Entry"; "Cust. Ledger Entry")

{



dataitem("Detailed Cust. Ledg. Entry"; "Detailed Cust. Ledg. Entry")

            {

                DataItemLink = "Cust. Ledger Entry No." = field("Entry No.");

                DataItemTableView = where("Document Type" = filter("Payment"), Unapplied = filter(false), "Entry type" = filter(Application));

}

}

This Code Help You To Find, Payment of Invoices in Customer Ledger entry, After That You Have To Group Those Data Like Below

In This Report You can See 1 and 2
1 ---- is invoice Number of Customer Ledger entry

2 ---- this is shown payment document numbers related invoice which is shown in customer ledger entry