Are you trying to find the link between customer invoice and delivery note? This SQL query will show you how select b.PACKINGSLIPID packingSlip, c.invoiceId invoiceid, QUANTITY from CUSTINVOICEPACKINGSLIPQUANTITYMATCH a join CUSTPACKINGSLIPTRANS b on a.PACKINGSLIPSOURCEDOCUMENTLINE = b.SOURCEDOCUMENTLINE join CUSTINVOICETRANS c on a.INVOICESOURCEDOCUMENTLINE = c.SOURCEDOCUMENTLINE
Category: Customer Invoices
AX / D365FO – Data Entity to extract Invoices and related Payment vouchers
If you need to extract invoices and related payment voucher numbers you can use 2 Data entities : "Customer payment journal line" or alternatively use "Customer payment journal line settled invoice" Access Data management > Export "Customer payment journal line" Data Entity Select "Customer payment journal line" Click "Export now" When completed click on "Download … Continue reading AX / D365FO – Data Entity to extract Invoices and related Payment vouchers
AX – D365FO – X++ Code to Unsettle Payment and Invoice
This is small utility code if we need to unsettle payments and invoice Reference article : https://community.dynamics.com/ax/b/amirsaxspace/posts/x-code-to-unsettle-payment-and-invoice select firstonly * from findCustTrans where findCustTrans.Voucher == voucher; if (findCustTrans.RecId) { balanceAmount = findCustTrans.remainAmountCur(); if (balanceAmount == 0) { custTable = custTable::find(findCustTrans.AccountNum); select firstonly custSettlement where custSettlement.TransCompany == findCustTrans.dataAreaId && custSettlement.TransRecId == findCustTrans.RecId && custSettlement.AccountNum == findCustTrans.AccountNum; … Continue reading AX – D365FO – X++ Code to Unsettle Payment and Invoice
AX – D365FO – modify the default print management setup for customer invoices to use the PDF format.
1. Go to Navigation pane > Modules > Accounts Receivable > Setup > Forms > Form setup2. On the General tab, click the Print management button. 3. In the documents list, expand Customer invoice and select Original <Default>.4. In the Destination field, select Printer setup.5. In the Print destination settings windows, select File.6. Select PDF … Continue reading AX – D365FO – modify the default print management setup for customer invoices to use the PDF format.
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