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Customer invoice transactions report (CustInvoice) [AX 2012]

Updated: April 28, 2011

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

The Customer invoice transactions report displays Accounts receivable customer invoice transactions. The transactions are sorted in the order of the general ledger account that was credited on each line of the invoice.

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

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.

Include transactions without a billing classification

If this check box is selected, all transactions that do not have a billing classification assigned to them will appear on the report.

NoteNote

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

Dimension set

Select a financial dimension set for the report. These were defined in the Financial dimension sets form. A financial dimension set is a named group of accounts or dimensions that contains either account values for the account or dimension values for a single dimension. Examples include main accounts, departments, and cost centers, or combinations such as a cost center and main account, or a department and cost center.

For more information, see Financial dimension sets (form).

From date

Select the start of the date range for the posted customer invoice transactions to include on the report.

To date

Select the end of the date range for the posted customer invoice transactions to include on the report.

Invoice type

Select the type of customer invoice transactions to include on the report. You can select invoice transactions that are open, paid, or both open and paid.

Invoice account

The selected customer invoice account or accounts that will be included on the report. Click Select to select invoice accounts.

Customer account

The selected customer account or accounts whose transactions will be included on the report. Click Select to select customer accounts.

Date

The date of the selected customer invoice transaction or transactions that will be included on the report. Click Select to select a date.

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

CustInvoice

Location of report in the AOT

SSRS Reports\Reports\CustInvoice

Menu item of the report

CustInvoice

Navigation to the report

Click Accounts receivable > Reports > Transactions > Invoice > Customer invoice transactions.

The data on this report comes from the following sources:

  • CustInvoiceJour table

  • CustInvoiceTrans table

  • CustTrans table

  • GeneralJournalAccountEntry table

  • GeneralJournalEntry table

  • CustInvoiceTmp table

NoteNote

To determine where the data in the temp table comes from, view the cross-references for the CustInvoiceDP.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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