(CHN) Customer balance inquiry (report) [AX 2012]
Updated: February 5, 2013
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Generate and print a report that displays the following customer balance information for a specified period of time:
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Opening balance
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Primary debits and credits
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Period balances
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Year-to-date balance
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Closing balance
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
| Field | Description |
|---|---|
| Display foreign currency | Select this check box to display foreign debit and credit amounts in addition to the debit and credit amounts in the company currency. |
| From period | The start date for the report based on the selected period. |
| To period | The end date for the report based on the selected period. |
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
| Detail | Description |
|---|---|
| Name of report in the AOT | CustBalanceList_CN |
| Location of report in the AOT | Forms\CustBalanceList_CN |
| Menu item of the report | CustBalanceList_CN |
| Navigation to the report | Click Accounts receivable > Inquiries > Customer balance inquiry. |
The data on this report comes from the following sources:
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CustVendBalanceListTmp_CN
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
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Open the AOT.
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Locate the report in the SSRS Reports\Reports node.
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Right-click the report and click Add-Ins > Cross-reference > Using (instant view).
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).