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Finance | Project Operations, Human Resources, ...
Suggested Answer

Adding a custom field in Customer Aging Report

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ReportReport
Posted on by 5

Can any one let me know the process to add a custom field from custTrans in "Customer Aging Report"

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  • Suggested answer
    Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi,

    You need add the new field to CustAgingReportTmp table. Next you have to check the CustAgingReportDP class processReport method and create a CoC on the same. You should be able to update the field based on a query in this method. Something like this -

     CustTrans  custTrans;
     
     update_recordSet custAgingReportTmp
            setting NewField   = custTrans.Field,
                join custTrans
                    where custTrans.AccountNum  == custAgingReportTmp.AccountNum &&
                          custTrans.Voucher     == custAgingReportTmp.Voucher;

    You might need to tweak the query as per your requirement.

  • André Arnaud de Calavon Profile Picture
    303,483 Super User 2026 Season 1 on at

    Moved to the Dynamics 365 Finance forum.

  • MD Mujahid Shaan Profile Picture
    5 on at

    Hi Gunjan Bhattacharya,

    Thanks for the reply.

    We will get a voucher in case of Details parameter is on in the report parameter, otherwise we won't get the voucher information in the temp table. Can you please suggest how to handle if details parameter is off.

  • Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi MD Mujahid Shaan,

    I think you will get a voucher either way. If I remember correctly the data processing is the same for all the parameters, only the design (with different grouping) changes as per the parameters selected.

    Please debug the report and check if you can see the voucher number with the selected parameters.

  • MD Mujahid Shaan Profile Picture
    5 on at

    HI Gunjan Bhattacharya,

    I have checked the same, but I will confirm one more time after debugging...Thank you

  • Gunjan Bhattachayya Profile Picture
    35,423 on at

    Please do.

    I worked on a similar requirement a few months back and don't exactly remember my findings.

  • Gunjan Bhattachayya Profile Picture
    35,423 on at

    Hi MD Mujahid Shaan,

    Please let us know if you are facing any other issues in getting this working.

    In case the solution worked for you, please mark the correct answer(s) as verified.

  • MujahidShaan Profile Picture
    15 on at

    Hi Gunjan Bhattacharyya,

    While the details parameters are turned off, we will not get the voucher as I said in the previous reply, can you plz let me know is there any way to handle this.

  • André Arnaud de Calavon Profile Picture
    303,483 Super User 2026 Season 1 on at

    Hi Mujahid,

    If you didn't select the details, I would expect to have no voucher either. Can you explain where to display what exact voucher number and what would be the purpose of a voucher number if there are no details?

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