Generic Inquiry - CUSTOMER´S BALANCE - Acumatica Generic Inquiries & Pivot Tables

RE: Generic Inquiry - CUSTOMER´S BALANCE

OskJeron — Fri, 05 Mar 2021 00:19:22 +0000

HI @john-rubidge

Thanks for your help. The reference helped me a lot. I got the data I needed

RE: Generic Inquiry - CUSTOMER´S BALANCE

John Rubidge — Fri, 19 Feb 2021 06:45:44 +0000

@oskjeron Hi Oskar

The linking will be as follows:

Table links: ARCustomers (Left Join) ARBalances

BAccountID Equals CustomerID

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The CurrentBal field is the one which reflects on the customer profile as 'Balance' which you have highlighted in green. The unrelease balance means that there are documents which are yet to be released linking to the customer. That value negative, I assume its a Payment/Credit Memo/Balance Write-Off.

John Rubidge

RE: Generic Inquiry - CUSTOMER´S BALANCE

OskJeron — Thu, 18 Feb 2021 20:39:30 +0000

@john-rubidge

HI John

Thanks for your help
I still have a question and I hope you can help me.

This table has more than one record with the customer ID reference.
What line should I consider to be able to apply a filter in the GI?

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Does this field / table obey some additional update process to match the customer's balance data and the result of this table?

Client balance does not match

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I appreciate your support again

Greetings,
Oskar

RE: Generic Inquiry - CUSTOMER´S BALANCE

John Rubidge — Wed, 17 Feb 2021 12:50:53 +0000

Hi Osk

You will need to link your PX.Objects.AR.ARBalances table to the ARInvoice table with the CustomerID field as the linking field. Then the field you will use to view the balance is CurrentBal.

Generic Inquiry - CUSTOMER´S BALANCE

OskJeron — Fri, 12 Feb 2021 22:53:48 +0000

Good day I have a genetic query with invoice balance data

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In a column I need the customer's balance even if it is repeated for each row

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How can I have this data?

Thank you for your support!