AX 2012- display balance per customer

Finance and Operations/AX User Forum
1

Hi,

Does anyone know if it possible to display the current balance per customer on the All Customers grid?

Thanks

2

Hi Natalie,

On the customer master, the customer invoice and payment amount is displayed on the right section of the form.

By default the balance doesn’t gets updated on the master form with fields like customer name.

Pranav…

3

Yes I have seen it there, would this have to be a modification then?

Thanks

4

Yes because it is a calculated field on display, so you have to focus on teh record, you would need to hold this as a field and adjust it everytime anything impacts on the balance. Your question should be why you need it, or why they need it.