Customer balance list with credit limit report (CustBalanceList)
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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use this report to print the balance for each customer account. The balance is displayed in the accounting currency, based on the value according to the most recent foreign currency revaluation. For each customer account, the report also displays the credit limit as specified in the Customers form, and any amount by which the credit limit has been exceeded.
How to filter the data on this report
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 |
|---|---|
As of |
Specify a date and time. The report will display the customer account balances, as of this date and time. |
Exceeded Limit |
Select this check box to include only customer accounts for which the credit limit has been exceeded. |
Zero balance |
Select this check box to include customer accounts that have a balance of zero. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this 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 |
CustBalanceList |
Location of report in the AOT |
\SSRS Reports\Reports\CustBalanceList |
Menu item of the report |
CustBalanceList |
Navigation to the report |
Click Accounts receivable > Reports > Status > Customer balance list with credit limit. |
Where the data in this report comes from
The data on this report comes from the following sources:
CompanyInfo table
CustTable table
CustTrans table
DirOrganization table
DirPartyTable table
DirPerson table
OMTeam table
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).