i am trying to produce a simple customer statement using
financial management
receivables
documents
customer statement
can anyone please tell me how to produce an open item only list for all entries in an account
ageing and banding into months does not matter
there does not seem to be a open item filter available
any help would be aprreciated
regards
andrew
0
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2nd you want to use the customer ledger entry table - it has a field called "open" (true/false)
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all we want is open entries that balance to the customer card balance
ie. what the customer owes us on a line by line (invoice by invoice) basis
Print All with Entries or Print All with Balance?
Also try Statement Style = 'Open Item'
I have a customer that shows 4 entries with the open amounts with this choice.
When I choose Statement Style = 'Balance'
I get 20+ lines with payments, credits & invoice's.
sound like you're looking for the frist option.
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AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
If so why hasn't MS improved so many WW reports as it has done in the US versions?
It seems to be a basic standard that would be useful to all. ](*,)
Perhaps he can at least filter Remaining Amount <> 0
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The 'customer' tab only offers us fields from the customer table. The options tab doesn't allow us to choose e.g. 'open items only'.
So how do we choose fields from customer ledger entry?
There is a date filter field in the customer tab, which doesn't appear to be in the customer table, but we don't know how to add other fields from the customer ledger entry table so that we can filter on these.
http://docs.google.com/Doc?docid=0AQY09 ... 1ZjY&hl=en
Even upload it into your system. Probably the only thing you need to change is the ($) symbol.
Below is a pic of what the dataitems look like.
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