Customer invoice transactions report (CustInvoice)
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
The Customer invoice transactions report displays Accounts receivable customer invoice transactions. The transactions are sorted in the order of the general ledger account that was credited on each line of the invoice.
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 |
|---|---|
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. |
Include transactions without a billing classification |
If this check box is selected, all transactions that do not have a billing classification assigned to them will appear on the report. Note This control is available only if the Public Sector configuration key is selected. |
Dimension set |
Select a financial dimension set for the report. These were defined in the Financial dimension sets form. A financial dimension set is a named group of accounts or dimensions that contains either account values for the account or dimension values for a single dimension. Examples include main accounts, departments, and cost centers, or combinations such as a cost center and main account, or a department and cost center. For more information, see Financial dimension sets (form). |
From date |
Select the start of the date range for the posted customer invoice transactions to include on the report. |
To date |
Select the end of the date range for the posted customer invoice transactions to include on the report. |
Invoice type |
Select the type of customer invoice transactions to include on the report. You can select invoice transactions that are open, paid, or both open and paid. |
Invoice account |
The selected customer invoice account or accounts that will be included on the report. Click Select to select invoice accounts. |
Customer account |
The selected customer account or accounts whose transactions will be included on the report. Click Select to select customer accounts. |
Date |
The date of the selected customer invoice transaction or transactions that will be included on the report. Click Select to select a date. |
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 |
CustInvoice |
Location of report in the AOT |
SSRS Reports\Reports\CustInvoice |
Menu item of the report |
CustInvoice |
Navigation to the report |
Click Accounts receivable > Reports > Transactions > Invoice > Customer invoice transactions. |
Where the data in this report comes from
The data on this report comes from the following sources:
CustInvoiceJour table
CustInvoiceTrans table
CustTrans table
GeneralJournalAccountEntry table
GeneralJournalEntry table
CustInvoiceTmp table
Note
To determine where the data in the temp table comes from, view the cross-references for the CustInvoiceDP.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.
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).