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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How does the Customer ...
Small and medium business | Business Central, N...
Suggested Answer

How does the Customer Statement Report grab all the customer's ledger entries?

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Posted on by jdrco 481

Screen-Shot-2022_2D00_06_2D00_01-at-11.33.14-PM.png

I believe this report grabs data from all ledger entries for a specific customer (highlighted in red). Customer Ledger Entries isn't the same table or page as Customer / Customer Card but they are still grabbing its data for the current customer right now. I would like to implement the same functionality but from data on a different table on a different page (on a report extension). Kinda hard to wrap my head around since this isn't just one field I am getting from a different location, but a whole table of data for a specific customer.

Any guidance is appreciated.

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  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    The statement report is a hard one to replicate given it has many data items which aren’t linked in an obvious way. If you can devise a filter criteria then you can put that in place in the OnAfterGetRecord trigger of your related table. The data item will then be filled with data. Add all the columns you need. An example design that is easier than the customer statement: docs.microsoft.com/.../devenv-walktrough-designing-reports-multiple-tables

  • jdrco Profile Picture
    jdrco 481 on at

    Hi JAngleHow would one create a filter that:

    - gets shipping information of the customer from the Sales Invoices or Posted Sales Invoices that is related to the current customer (just one field for each shipping info: Ship-to Name, Ship-to City, etc).

    - get Sales Invoice Line information from all of the Posted Sales Invoices of the specific customer (a whole table of data where for each posted invoice -> get Quantity and Unit Price from each Sales Invoice Line

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