(CHN) Accounts receivable reports [AX 2012]

Updated: October 11, 2012

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

This topic provides a list of country/region-specific reports for China. These reports are located in the Accounts receivable area of Microsoft Dynamics AX. For more information about how to work with reports, see Microsoft Dynamics AX reports.

Generate and print a report that displays information about customer transactions and the ledger accounts to which the transactions are posted.

Detail

Description

Name of the report in the AOT

CustLedgerTransactions_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustLedgerTransactions_CN

Menu item of the report

CustLedgerTransactions_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer details (China).

Where the data in this report comes from

CustLedgerTransactionsTmp_CN

Generate and print a report that displays collection letters and account aging period information for a specified customer.

Detail

Description

Name of the report in the AOT

CustCollectionletter_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustCollectionletter_CN

Menu item of the report

CustCollectionLetter_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer collection letter.

Where the data in this report comes from

CustCollectionletterTmp_CN

Generate and print a report that displays customer balances, including aging details.

Detail

Description

Name of the report in the AOT

CustAging_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustAging_CN

Menu item of the report

CustAging_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer aging.

Where the data in this report comes from

CustAgingTmp_CN

Generate and print a report that displays customer balances across multiple posting profiles. The data in this report is sorted by customer.

Detail

Description

Name of the report in the AOT

CustBalance_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustBalance_CN

Menu item of the report

CustBalance_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer balance report.

Where the data in this report comes from

CustVendBalanceTmp_CN

Generate and print a report that displays customer balances for each dimension.

Detail

Description

Name of the report in the AOT

CustBalanceByDimension_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustBalanceByDimension_CN

Menu item of the report

CustBalanceByDimension_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer balance by dimension (China).

Where the data in this report comes from

CustBalanceByDimensionTmp_CN

Generate and print a report that displays customer balances for each posting profile. For example, the report displays customer balances by General or by Prepayment.

Detail

Description

Name of the report in the AOT

CustBalanceByProfile_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustBalanceByProfile_CN

Menu item of the report

CustBalanceByProfile_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer balance by profiles (China).

Where the data in this report comes from

CustBalanceByProfileTmp_CN

Generate and print a report that displays the customer balances for each customer group.

Detail

Description

Name of the report in the AOT

CustBalancebyCustGroup_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustBalancebyCustGroup_CN

Menu item of the report

CustBalancebyCustGroup_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer balance by customer groups (China).

Where the data in this report comes from

CustBalancebyCustGroupTmp_CN

Generate and print a report that displays the customer balances for each sales group.

Detail

Description

Name of the report in the AOT

CustBalancebySalesGroup_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustBalancebySalesGroup_CN

Menu item of the report

CustBalancebySalesGroup_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer balance by sales groups (China).

Where the data in this report comes from

CustBalancebySalesGroupTmp_CN

Generate and print a report that displays the following information about the statistics of customer balances:

  • The receivable amount increased for each accounting period in a specific period

  • The payment amount

  • The ending balance

  • The calculated monthly payment collection rate

Detail

Description

Name of the report in the AOT

CustReceivableStatistics_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustReceivableStatistics_CN

Menu item of the report

CustReceivableStatistics_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Receivable statistics report.

Where the data in this report comes from

CustReceivableStatisticsTmp_CN

Generate and print a report that displays customer transactions that occurred during a specified period.

Detail

Description

Name of the report in the AOT

CustReceivableTransaction_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustReceivableTransaction_CN

Menu item of the report

CustReceivableTransaction_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Receivable details (China).

Where the data in this report comes from

CustReceivableTransactionTmp_CN

Generate and print a report that displays a customer’s payment aging details, including prepayment and payments that were made during various periods.

Detail

Description

Name of the report in the AOT

CustAgingAnalysisofPayment_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustAgingAnalysisofPayment_CN

Menu item of the report

CustAgingAnalysisofPayment_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Aging analysis of receivable payment.

Where the data in this report comes from

CustAgingAnalysisofPayment_CN

Generate and print a report that displays the statistics of customer turnover during a specified period.

Detail

Description

Name of the report in the AOT

CustReceivableBalance_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustReceivableBalance_CN

Menu item of the report

CustReceivableBalance_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Receivable balance report.

Where the data in this report comes from

CustReceivableBalanceTmp_CN

Generate and print a report that displays settled or partially settled customer transactions.

Detail

Description

Name of the report in the AOT

CustSettlement_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustSettlement_CN

Menu item of the report

CustSettlement_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer settlements (China).

Where the data in this report comes from

CustSettlementTmp_CN

Generate and print a report that displays the amounts due from a customer, any prepayments that the customer made, and the customer’s credit limit as of a specified date. You can use this information to analyze the customer's due status.

Detail

Description

Name of the report in the AOT

CustDueAmountAnalysis_CN

Location of the report in the AOT

SSRS Reports\Reports\ CustDueAmountAnalysis_CN

Menu item of the report

CustDueAmountAnalysis_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Due amount analysis (China).

Where the data in this report comes from

CustDueAmountAnalysisTmp_CN

Generate and print a report that displays the following customer balance information for a specified period of time:

  • Opening balance

  • Primary debits and credits

  • Period balances

  • Year-to-date balance

  • Closing balance

If the Display foreign currency check box is selected, the report displays foreign debit and credit amounts in addition to the debit and credit amounts in the company currency.

Detail

Description

Name of the report in the AOT

CustBalanceList_CN

Location of the 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.

Where the data in this report comes from

CustVendBalanceListTmp_CN


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