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(CHN) Customer settlements (China) (report)

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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

Generate and print a report that displays settled or partially settled customer transactions.

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

From period

Select the start date for the report based on the selected period.

To period

Select the end date for the report based on the selected period.

Report settled voucher

Select this check box to include the voucher number of the settled transactions on the report.

Customer account

Click Select to select the customer for which the report is generated.

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

CustSettlement_CN

Location of report in the AOT

SSRS Reports\Reports\CustSettlement_CN

Menu item of the report

CustSettlement_CN

Navigation to the report

Click Accounts receivable > Reports > Reports (China) > Customer settlements (China).

Where the data in this report comes from

The data on this report comes from the following sources:

  • CustSettlementTmp_CN

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).