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Open transactions report (CustTransOpenPerDate) [AX 2012]

Updated: August 23, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use this report to provide detailed information about the open transactions for each customer as of the date entered in the Open transactions per field. For each transaction, the report includes the date of the transaction, voucher number, amount in the transaction currency, balance in the transaction currency, subtotal amount in the accounting currency, due date, and collection letter code.

If no date is entered, the date is set to the maximum date, which is December 31, 2154.

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

Open transactions per

Enter a date as of which transactions that are open will be included on the report.

If no date is entered, the date is set to the maximum date, but the date that was last used is proposed the next time that you access the report.

Billing classification

Select one or more billing classifications to include on the report.

NoteNote

This control is available only if the Public Sector configuration key is selected.

The following topics explain how to print a report and how to filter and sort the data on a report.

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

CustTransOpenPerDate

Location of report in the AOT

SSRS Reports\Reports\CustTransOpenPerDate

Menu item of the report

CustTransOpenPerDate

Navigation to the report

Click Accounts receivable > Reports > Transactions > Customer > Open transactions.

The data on this report comes from the following sources:

  • CustTransOpenPerDateTmp table

NoteNote

To determine where the data in the temp tables comes from, view the cross-references for the CustTransOpenPerDateDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. 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).
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