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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Trial Balance Inquirie...
Finance | Project Operations, Human Resources, ...
Answered

Trial Balance Inquiries Customization

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Posted on by AB-21051008-0 89
 
 
Hello experts, on Trial Balance form i want to add custom column to know amount in another curency (IDR) for Opening Balance, Credit, Debit, etc (first image). The column value is sum of column Amount IDR (second image). I'm beginner in D365FO and after i review  the Trial Balance Calculating Process, i'm afraid i'll break the standard process by customizing it. 
 
So please give me suggestion should i do the customization on standard process or i should create full custom inquiries. And if you don't mind can you give me the steps to do it?
 
Thanks!!
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    What do you mean break the standard process by customizing it? Are you afraid that your custom code will have an impact on standard functionality? You can test it in the development environment, and then deploy it after the test is okay. If you're creating a new custom inquiries, follow the same logic or code structure as the standard process to avoid unnecessary errors.
    Best regards,
    Kevin
  • Verified answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 21,496 Most Valuable Professional on at
    I would advise rather to use Financial Reports than to customize this form.

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