Total of all Open Invoices and Open Sales Lines

Finance and Operations/AX Developer Forum
1

Hi all ,

Please tell me how to find the total all open saleslines and open invoices(by invoice account) in AX 2012 .

Thanks in Advance.

2

Hi, you may have to run two reports for this.

  1. Order lines not invoiced.
  2. Customer invoice transactions (with invoice type = Open)
3

Thanks Kranthi.

i have added one enum creditholdparameter with values 15 days ,30 days and never.
And my task is

If CustTable.CreditHoldParameter = ‘15Days’ or ‘30Days’

i. Total up all open invoices (by Invoice Account) & open Sales Lines.
ii. If this total is greater than CustTable.CreditMax, set CustTable.hrk_CreditStatus = ‘Over Credit Limit’.
iii. For all open Sales Orders (SalesStatus = ‘Open Order’ or ‘Journal’) for this customer where SalesTable.Payment is not ‘Prepayment’ or ‘Visa/MC’ or ‘CC Auto’, set SalesTable.hrk_CreditStatus = ‘Over Credit Limit’.

  1. If one does not already exist, create a record in MCRHoldCodeTrans with the Hold Code ‘Over Credit Limit’.
4

So what is stopping you to address it?

5

I need the Total of all open invoices (by Invoice Account) & open Sales Lines.Thats it.

6

You can look at those report to find the sources of the data.

7

Thanks.But still im having the confusion

8

Please explain.

9

How to find all open invoices by invoice account ?

10

See if this is what you are looking for \Classes\CustCreditLimit\balanceInvoiced?

11

Hey guys,

I moved this to the developer forum.

Jake