(CHN) Accounts receivable reports
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
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.
Customer details (China) report
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 |
Customer collection letter report
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 |
Customer aging report
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 |
Customer balance report
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 |
Customer balance by dimension (China) report
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 |
Customer balance by profiles (China) report
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 |
Customer balance by customer groups (China) report
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 |
Customer balance by sales groups (China) report
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 |
Receivable statistics report
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 |
Receivable details (China) report
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 |
Aging analysis of receivable payment report
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 |
Receivable balance report
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 |
Customer settlements (China) report
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 |
Due amount analysis (China) report
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 |
Customer balance inquiry report
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 |