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History by customer transaction report (CustLedgerTrans)

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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 document the connection between the customer accounts and the ledger accounts or main accounts.

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

Main accounts only

Select this check box to display information for main accounts instead of ledger accounts.

Clear this check box to display information for ledger accounts instead of main accounts.

Totals per account only

Select this check box to display only a total for each ledger account or main account. The report then displays the total of all customer transactions for the selected customer accounts in the selected period.

Clear this check box to include the date, voucher number, and invoice number for each transaction on the report.

Billing classification

Select one or more billing classifications to include on the report.

Note

This control is available only if the Public Sector configuration key is selected.

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

CustLedgerTrans

Location of report in the AOT

SSRS Reports\Reports\CustLedgerTrans

Menu item of the report

CustLedgerTrans

Navigation to the report

Click Accounts receivable > Reports > Transactions > Customer > History by transaction.

Where the data in this report comes from

The data on this report comes from the following sources:

  • CustLedgerTransTmp table

Note

To determine where the data in the temp tables comes from, view the cross-references for the CustLedgerTransDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).