Skip to main content

Notifications

Announcements

No record found.

Microsoft Dynamics AX (Archived)

Show Invoice Account in Customer Account Statement Report

(0) ShareShare
ReportReport
Posted on by 207

Standard Report at: Accounts Receivable > Reports > External > Customer account statement

i need to show the Invoice Account/Name of each Line, then group them by Invoice Account.

I traced the Lines are at CustTrans, now I need to link them to the Invoice Account.

please help me find the tables and relations to get it. thanks.

*This post is locked for comments

  • Sohaib Cheema Profile Picture
    Sohaib Cheema 46,610 User Group Leader on at
    RE: Show Invoice Account in Customer Account Statement Report

    CustTrans and CustTable are joined using following relationship

    CustTrans.AccountNum == CustTable.AccoutNumber

    Apart from your question I have a question for you.

    what is benefit of this Grouping.

    This report, Customer Account Statement,  is opened for one customer at a time. So all the records which you see at screen by running this report are belonging to one customer. Now what will give by grouping it with  CustTable.InvoiceAccount...???

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Show Invoice Account in Customer Account Statement Report

    Hi - There are two accounts on the CustTrans table.  CustTrans.AccountNum and CustTrans.OrderAccount.  CustTrans.AccountNum represents the Invoice account.  Logically, its the account where the invoice is posted too, where Order account represents the customer account where the order was sent or placed.  They can be different, but many times they are the same.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,391 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,445 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans