Category Archives: Dynamics 365
Cancellation of Old Purchase Orders in D365 F&O
In Dynamics 365 Finance and Operations (D365 F&O), managing the lifecycle of purchase orders (POs) is important for maintaining accurate procurement, inventory, and financial records. Over time, companies may accumulate old or obsolete purchase orders that are no longer valid — whether due to supplier changes, business needs evolving, or operational delays. Cancelling these POs helps keep the system clean, improves reporting accuracy, and prevents unnecessary financial commitments. Purchase orders can have the following status & stages: Stage Status Confirmed Invoiced Rejected Received Draft Open order Approved Cancelled In review Finalized From Finance & Accounts point of view, Open PO means commitments to order and contingent financial liabilities. Rationale behind cancelling of old Pos: Cancelling old or unordered POs ensures that your records are up to date and reflective of actual business needs, which is important for financial planning, reporting, and auditing. Companies can streamline their procurement processes by maintaining only those Purchase Orders which are active and required as per current business needs. This was an issue faced by one of our Client in Oil and Gas industries which was resolved by using the below method. Stage Status Finalized Invoiced Received Closing of Purchase orders: Purchase Orders can be closed only if all the items contained in the Purchase order are invoiced and the delivery is completed. Cancelling of Purchase orders: Purchase orders having In principle, in the above cases, PO is no longer required, and requirements are not fulfilled though the particular PO. Hence, it is justified to cancel the PO and not close it. Stage Status Confirmed Open order Rejected Draft Approved In review Click on Cancel quantity. In case of approved & draft purchase orders. Deactivate the workflow and continue the same process. We can delete the purchase orders which are in draft, however, then it would not be traceable in the system and the number sequences would be disrupted. By following the above process, Companies can maintain only active Purchase Orders, thereby, showing the actual committed value of an organization. Effectively cancelling old purchase orders in D365 F&O is crucial for maintaining clean procurement records, improving reporting accuracy, and ensuring better control over open financial commitments. By following systematic cancellation processes and adhering to best practices, organizations can avoid confusion, prevent overstatement of liabilities, and streamline operational workflows. Regularly reviewing and closing obsolete purchase orders not only enhances system performance but also supports better decision-making for purchasing, budgeting, and inventory management. A disciplined approach to managing old POs ultimately leads to greater efficiency, improved compliance, and stronger financial governance within D365 F&O. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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How to Use the Debugger in Dynamics 365 Finance and Operations
Debugging is an essential skill for developers working with Dynamics 365 Finance and Operations (D365 F&O). The built-in debugger helps you identify and fix issues in your X++ code efficiently. In this blog post, we’ll walk through how to use the debugger effectively in D365 F&O. Prerequisites Before you can start debugging, you’ll need: Access to a D365 F&O development environment Appropriate permissions (developer role) Visual Studio installed (for some debugging scenarios) Enabling Debugging Set up debugging permissions: Navigate to System administration > Setup > License configuration Ensure the “Debugger” privilege is enabled for your user role Configure debugging options: Go to Tools > Options > Development > Debugging Configure your preferred debugging settings Starting a Debug Session There are several ways to start debugging in D365 F&O: 1. Attaching to a Process Open the Debugger workspace Click on Attach debugger Select the process you want to debug (user session) Click Attach 2. Debugging from Visual Studio Open your X++ project in Visual Studio Set breakpoints in your code Press F5 to start debugging (or use the Debug menu) 3. Using Conditional Breakpoints Navigate to the form or process you want to debug After adding the breakpoint, right-click it in the breakpoints list Select “Edit breakpoint” In the “Condition” field, enter your X++ expression Example: custAccount == “US-001” Key Debugging Features Breakpoints Breakpoints pause execution at specific lines of code. You can: Set conditional breakpoints that only trigger when certain conditions are met Set hit count breakpoints that trigger after a specified number of hits Enable/disable breakpoints as needed Stepping Through Code When execution is paused, you can: Step Over (F10): Execute the current line and move to the next Step Into (F11): Dive into method calls Step Out (Shift+F11): Complete the current method and return to the caller Examining Variables The debugger allows you to: View local variables in the Locals window Add watches for specific variables Quickly evaluate expressions in the Immediate window Call Stack The call stack shows: The hierarchy of method calls that led to the current execution point , Allows navigation to different levels of the call stack Debugging Different Scenarios Batch Jobs To debug batch jobs: Set breakpoints in the batch job code , submit the batch job and Attach the debugger to the batch process Business Events To debug business events: Set breakpoints in the event handler code Trigger the business event The debugger will pause when the event is processed Tips for Effective Debugging Use the debugger’s data tips (hover over variables to see their values) Common Debugging Challenges Solution: Use thread debugging and pay attention to execution order Solution: Replicate the production environment configuration as closely as possible Solution: Use targeted debugging rather than broad breakpoints To Conclude, The D365 F&O debugger is a powerful tool that can save you hours of troubleshooting time. By mastering breakpoints, variable inspection, and call stack navigation, you can quickly identify and resolve issues in your X++ code. Remember to use debugging judiciously in production environments and always follow your organization’s guidelines for debugging in live systems. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Method of Depreciation – Consumption Depreciation – D365 F&O
Financial records of a Company should show its true and fair value of its assets and liabilities. In circumstances, for value of assets to be shown correctly, they have to be depreciated as per their use. For examples, car (kms run), production machine (number of hours run). In this case, straight line or reducing balance method of depreciation is not appropriate. How to set up Consumption Depreciation in D365F&O: 2. Set up consumption units under Fixed Assets=>Setup=>Consumption depreciation=> Consumption units. 3. Set up the consumption factor, either percent or units. 4. Define the depreciation method to the specific asset. 5. Run depreciation proposal by selecting consumption depreciation proposal. This depreciation method is applicable to Manufacturing, Transportation & Logistics, Mining & Oil and Gas, Utilities & Energy, Agriculture, Printing and Publishing. This depreciation method is useful for performance-based maintenance and replacement planning. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Elevating SSRS Reports with Dynamics Company Logo in D365 F&O
In the world of corporate reporting, presentation matters just as much as data. The more personalized and professional your reports look, the more impactful they become. If you’re using Dynamics 365 Finance and Operations (F&O), chances are you rely on SSRS (SQL Server Reporting Services) reports to generate vital business insights. But have you ever wondered how to make those reports more aligned with your company’s branding? Are you struggling with adding your company logo to SSRS reports in F&O? I am going to show you how to easily embed your corporate logo into your SSRS reports within Dynamics 365 F&O, transforming your data into visually appealing reports that reflect your brand identity. Whether you’re preparing financial statements, customer invoices, or custom reports, adding a logo enhances the look and feel, ensuring that your reports maintain a consistent and professional corporate image. Steps to Achieve the goal Before embedding your logo into the SSRS report, ensure that the image file (usually in PNG, JPG, or GIF format) is prepared and accessible. You need to upload the logo to a location within the F&O environment where your SSRS report can access it. Follow these steps: To conclude, adding your company logo to your SSRS reports in Dynamics 365 Finance & Operations is a powerful way to enhance your brand’s presence across all reports. You can instantly elevate the look and feel of your documents. Happy Coding! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Business Central Translations: Language Setup and Customization – Part 1
In today’s globalised world, firms frequently operate in numerous areas and languages. To efficiently manage worldwide operations, software with multilingual capabilities is required. Microsoft Dynamics 365 Business Central (BC) includes a powerful translation system that enables enterprises to customise language choices, thereby increasing user experience and operational efficiencies. This article looks at how translations function in Business Central and how they may be used to support global business operations. Why Are Translations Important in Business Central? Businesses that expand into new areas face a variety of languages, currencies, and regulatory regimes. Ensuring that employees can interact with Business Central in their native language improves the software’s usability and productivity. Business Central allows users to configure numerous languages across various modules, allowing workers to work smoothly in their favourite language. It also allows translations for custom fields, reports, and data entry, assuring consistency and correctness in both internal and external interactions. How Translation Works in Business Central Business Central supports several languages, including English, French, German, and Spanish. Here’s an outline on how to activate and use translations successfully. 1. Configuring Language Settings The first step in enabling multilingual support is to configure the Language Settings in Business Central. Users can choose their favourite language or use the organization’s default language settings. This guarantees that when a user logs in, the interface, menus, and forms appear in their preferred language. To configure a language in Business Central: 2. Standard Text Translations Business Central provides built-in translations for standard interface elements and commonly used terms such as “Sales Orders,” “Invoices,” and “Purchase Orders.” These translations are included in the base application by Microsoft. For example, changing the language from English to French automatically updates the captions. However, some standard texts may not be translated by default. To install additional language support: Once installed, the system updates with the new language settings, ensuring a localized user experience. 3. Translating Custom Fields Many businesses customize Business Central by adding custom fields, tables, and industry-specific terminology. While these enhancements improve operational efficiency, they may not be automatically translated in the base system. To resolve this, Business Central provides the CaptionML property, which allows developers to define multilingual captions for custom elements. Example: English: Displays field names and labels in English. French: The same fields are shown with French translations. By implementing the CaptionML property, businesses ensure a seamless multilingual experience even for customized elements. To conclude, Microsoft Dynamics 365 Business Central makes it simple for multinational companies to handle multilingual customers. Companies can improve usability and efficiency across regions by changing language settings, adding extra translations, and ensuring that custom fields are translated using CaptionML. Embracing Business Central’s translation skills enables firms to operate efficiently in a global market while providing a consistent and localized experience to all users. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Understanding the “Find Next” Option in Trade Agreements in D365 Finance & Operations
Introduction When setting up trade agreements in Dynamics 365 Finance & Operations (D365FO), you may notice the “Find Next” option. What does this Find Next flag do? How does it affect discount calculations in the system? This blog will break it down with a simple example! What Does “Find Next” Do? Find Next = ON → The system accumulates multiple applicable trade agreement lines and applies all eligible discounts. Find Next = OFF → The system only applies the first best-fit discount and ignores other possible discounts. Key Impact: When enabled, multiple discounts can be combined. If disabled, only the most specific discount is applied. Step-by-Step Example: Trade Agreement with “Find Next” Let’s walk through a real-world scenario to see how this setting changes discount application. Step 1: Create a Trade Agreement Step 2: Add Discount Lines We add three discount lines for Item A: Line Condition Discount % 1 Basic discount for Item A 5% 2 Quantity-based discount (10 – 100 units) 10% 3 Quantity-based discount (101 – 500 units) 20% Scenario 1: “Find Next” is OFF (Disabled) Step 3: Create a Purchase Order Step 4: Increase the Order Quantity Scenario 2: “Find Next” is ON (Enabled) Step 5: Enable “Find Next” Step 6: Recreate the Purchase Order Step 7: How the Discount is Applied Key Takeaways Find Next OFF → The system applies only the first matching discount. Find Next ON → The system adds up multiple applicable discounts. Best Practice: Use Find Next when you want multiple discounts to be applied together. Understanding how Find Next works helps businesses configure trade agreements properly and avoid unexpected pricing issues. Need more D365 tips? Stay tuned for our next blog! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Streamlining Document Uploads for Entities by Sales Team Members Using the Mobile Application
Uploading documents to Dynamics 365 through mobile devices can enhance the flexibility and efficiency of your team members. In this blog, I’ll Walk you through a step-by-step procedure for uploading documents using the **Sales Team Member** app on mobile devices. This guide focuses on document upload via the mobile version of Dynamics 365, showcasing how easy it is to manage files on the go. Whether you’re a Sales Team Member or an administrator, this simple process will help you streamline document management using the mobile application. The Use-Case: Uploading Documents in Sales Team Member Imagine a scenario where your team needs to upload documents related to orders, opportunities, or leads while out in the field. Using the Sales Team Member app, the document upload process is streamlined and works seamlessly. Here’s how you can do it: Key Components of the Solution PowerApps Mobile Application: This app provides an easy-to-use interface for users to interact with Dynamics 365 on their mobile devices, including document uploads. Document Upload in Dynamics 365: The process allows users to upload files to records in various entities such as Order Fulfillment, Leads, Opportunities, etc. SharePoint Integration: After uploading the document via mobile, it is stored in SharePoint, where it is accessible both on the mobile device and the web interface. Step-by-Step Process Step 1: Install the Power Apps Application Navigate to your App Store or Play Store, install the Power Apps app, and open it. Step 2: Sign In Sign in with your work account by adding it to the app. Enter your credentials when prompted. Step 3: Access the Sales Team Member App Once logged in, find and select the Sales Team Member app to access your required entities and records. Step 4: Navigate to the Order Fulfillment Entity To upload a document, go to the Order Fulfillment entity. The upload process is the same across all entities. Step 5: Upload the Document In the Order Fulfillment record, tap the Related tab, then select Documents. Tap the ellipsis (three dots) beside the Document Associated Grid and choose Upload. Select Choose File to upload the document from your mobile storage. Step 6: After selecting Upload, you’ll see a prompt. Tap Choose File to access your Gallery/File Storage. Select your desired file, then tap OK. Step 7: View Uploaded Document Once uploaded, the document will display on your mobile app, and you can also view it on the web version. The document will be stored in SharePoint and accessible from either platform. Mobile version: Web version: On opening the file, the file opens SharePoint and displays the document. To encapsulate, with the above procedure, Sales Team Members can easily upload documents via their mobile devices in Dynamics 365, making it easier to manage and share important files from anywhere. This streamlined process not only boosts efficiency but also ensures your team stays connected, even when working remotely or on the move. Hope this helps!!! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Get Started with Reservation Hierarchies in Dynamics 365 Finance & Operations
Managing inventory in a systematic way is essential for any business. Dynamics 365 Finance & Operations (D365F&O) provides reservation hierarchies to streamline how inventory is reserved and tracked across dimensions like site, warehouse, batch, or serial number. This guide explains the steps to enable reservation hierarchies and demonstrates their usage with practical examples. Reservation hierarchies are tools that determine the order in which inventory dimensions are used to allocate stock. For example, you might first reserve items by site and warehouse, followed by batch and serial numbers. This process helps ensure that inventory is allocated in a logical and efficient manner. Creating Reservation Hierarchies 2. Define the Hierarchy: 3. Select Dimensions: 4. Save and Finalize: Assigning Reservation Hierarchies to Products After creating the hierarchy, assign it to products to activate its functionality: Repeat these steps for all applicable products to standardize the process. Assigning Reservation Hierarchies to Products After creating the hierarchy, assign it to products to activate its functionality: Repeat these steps for all applicable products to standardize the process. Using Reservation Hierarchies in Transactions Sales Orders: When processing a sales order, the system automatically reserves inventory based on the hierarchy. It allocates stock step-by-step through the defined dimensions. Production Orders: For production, reservation hierarchies ensure materials are reserved systematically, avoiding stock conflicts. Transfer Orders: While transferring stock, the hierarchy helps select inventory from the correct dimensions, improving accuracy. Benefits of Reservation Hierarchies To conclude, reservation hierarchies are a simple yet powerful feature in D365F&O. They allow businesses to control how inventory is reserved, ensuring accuracy and efficiency in every transaction. By configuring them properly, you can streamline your operations and reduce errors. Take the time to test these features in a sandbox environment before using them in your live setup. This will help you understand how they work and ensure they fit your business needs. With reservation hierarchies in place, managing inventory becomes easier and more reliable, helping your business stay organized and efficient. That’s it for this blog! Hope this helps! Keep Sharing!! We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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How to Display the ‘+New’ Quote Button Only for System Administrators Using JavaScript and Ribbon Workbench in Dynamics 365 CRM
Uploading and managing quotes efficiently is crucial for Dynamics 365 CRM users. However, sometimes you may want to restrict certain buttons, such as the ‘+New’ Quote button, to only users with specific roles, like the “System Administrator.” In this guide, I’ll walk you through how to achieve this by leveraging JavaScript and the Ribbon Workbench tool in Dynamics 365. This method allows administrators to control button visibility based on user roles, ensuring that only users with the correct permissions can access sensitive functionality. The Use-Case: Restricting Access to the ‘+New’ Quote Button for Non-Administrators. Imagine a scenario where your organization needs to ensure that only users with a “System Administrator” role can create new quotes in Dynamics 365. This is crucial for maintaining control over who can initiate important processes within your CRM system. Using JavaScript and Ribbon Workbench, you can easily customize the UI to hide the ‘+New’ Quote button for non-administrators. Here’s how this use case can be implemented: In this scenario, your team wants to ensure that only system administrators have access to the “+New” button for creating quotes in the system. For non-administrators, the button will be hidden from both the homepage subgrid and the main quote tab to prevent unauthorized users from creating quotes. By using the Ribbon Workbench tool, a custom JavaScript function is created to check if a user has the “System Administrator” role. If they do, the “+New” button remains visible, and they can create a new quote. For all other users, the button is hidden. Key Components of the Solution 1. Ribbon Workbench: The Ribbon Workbench tool allows you to customize the Dynamics 365 ribbon, enabling you to create custom buttons and define their visibility and actions. It is used to create the new custom “+New” Quote button, which replaces the default button while maintaining system integrity. 2. JavaScript Customization: Custom JavaScript is used to manage role-based access for the “+New” Quote button. The script checks the user’s role within Dynamics 365 to ensure that only users with the “System Administrator” role can view and use the button. This helps enforce security and restricts unauthorized users from creating new quotes. 3. Enable Rule for Button Visibility: An Enable Rule is set to control the visibility of the custom “+New” Quote button based on the user’s role. It ensures that only users with the “System Administrator” role can see and use the button, while hiding it for other users. 4. Custom Button Action (Command): The command linked to the custom “+New” button triggers a custom action (JavaScript function) to open the quote form. This ensures that the action associated with the button aligns with the business needs and provides a seamless user experience for administrators. Step-by-Step Process Sign in to Dynamics 365 using your URL, such as abc.dynamics.com, and enter your credentials or login to make.powerapps.com Create a solution and add the web resource. Once it’s done login to ribbon workbench from XRM toolbox and connect to your organization. After logging in, it is recommended to create a new solution for Ribbon Workbench in Dynamics 365. Ensure that no forms, views, charts, or other entities are included, as Ribbon Workbench may fail to upload the solution with excessive data. Only include the Quote entity with no additional dependencies. Ensure the existing +New Quote button is hidden, as modifying Microsoft-standard buttons is not recommended. Instead, create a new custom button and implement the functionality for creating a new quote Form using custom JavaScript. I have provided the code for this functionality as well. Ensure that the existing +New button for quote would be hidden from the homepage Subgrid and the quotes main tab. Next step would be to create a enable rule. Enable rule is used to control the visibility and availability of a button or command of the button. Name the id of your choice but make sure to add the suffix Enable Rule. Here, un-customised is set to False. By setting isCore (or Un customized) to false, you’re indicating that the button or element is a custom component, not part of the out-of-the-box (core) solution provided by Microsoft. This helps differentiate custom actions from the default ones in the system. Below is the code for the new quote form create and user role-based code. Make sure to select the Function name properly. After setting the enable rule, go to the Commands section in Ribbon Workbench and rename the command. A command defines the action triggered by a button click. Since this is a new button, you’ll need to add the custom form opening code. Below is the function for creating the form. Final Steps: Once the command is added, don’t forget to add the Enable rule that you have created above. Once the command is added, make sure to add all the rules we wrote into the custom button. The image also needs to be added so that the icon can be visible. My custom +New icon looks like this. Testing: Once everything is done, make sure Publish the changes. You can now try to log in from the user that has no System administrator role. Once logged in, you can see that button is not visible. Button will be only visible to user that have system Administrator role. User having no System Administrator role. You can see below that there’s no +New button displayed. To conclude, by following this guide, you can efficiently control the visibility of the ‘+New’ Quote button in Dynamics 365 CRM, making it accessible only to users with the “System Administrator” role. This ensures better control over who can create quotes in the system while maintaining the flexibility of user roles. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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Understanding and Analyzing Customer Ledger Data with Business Charts in Dynamics 365
In today’s business world, understanding your financial data is crucial for making informed decisions. One of the key areas of focus for businesses is tracking customer payments and outstanding invoices. With Dynamics 365, you can leverage customer ledger entries to provide visual insights into customer behaviors, payment patterns, and outstanding amounts. These insights help businesses optimize collections, improve cash flow, and make data-driven decisions. In this blog, we’ll explore how to analyze Customer Ledger Entries through Business Charts in Dynamics 365, focusing on Outstanding Invoices, Payments Applied, and Aging of Outstanding Amounts. What Are Customer Ledger Entries? Customer Ledger Entries in Dynamics 365 track all transactions related to a customer, including invoices, payments, credit memos, and adjustments. Each entry contains details such as: By analyzing this data, businesses can gain valuable insights into a customer’s payment habits, outstanding debts, and the status of their invoices. Why Use Business Charts? Business Charts in Dynamics 365 provide a visual representation of your data, making it easier to spot trends and gain actionable insights. Instead of manually sorting through customer ledger entries, you can use charts to instantly assess: This allows teams to make timely decisions about follow-ups with customers and plan for collections. Creating Charts to Analyze Customer Ledger Data Let’s dive into some key charting logic you can apply to Customer Ledger Entries in Dynamics 365 to get more detailed insights into your data. 1. Outstanding Invoices (Remaining Amount per Invoice) The first and most essential data point to track is the Remaining Amount of each invoice. By grouping this data by invoice number, you can quickly identify which invoices are outstanding and need to be followed up. Logic: Buffer.AddMeasure(‘Remaining Amount’, 2, Buffer.”Data Type”::Decimal, ChartType.AsInteger()); Buffer.SetXAxis(‘Document No.’, Buffer.”Data Type”::String); // Group by invoice number The chart will help visualize which invoices are outstanding and need to be prioritized for payment. Code page 50215 “Business Charts” { ApplicationArea = All; Caption = ‘Business Charts’; PageType = CardPart; UsageCategory = Administration; layout { area(Content) { usercontrol(chart; BusinessChart) { ApplicationArea = All; trigger AddInReady() var Buffer: Record “Business Chart Buffer” temporary; CustLedgerEntry: Record “Cust. Ledger Entry”; Customer: Record Customer; ChartType: Enum “Business Chart Type”; AppliedAmount: Decimal; RemainingAmount: Decimal; s: Integer; begin // Initialize the chart buffer and variables Buffer.Initialize(); ChartType := “Business Chart Type”::Pie; // Use a bar chart for better visual representation // Add measure for ‘Remaining Amount’ Buffer.AddMeasure(‘Remaining Amount’, 2, Buffer.”Data Type”::Decimal, ChartType.AsInteger()); // Set X-axis to ‘Invoice No.’ for grouping data by invoice Buffer.SetXAxis(‘Document No.’, Buffer.”Data Type”::String); // Loop through all customers if Customer.FindSet() then begin repeat // Loop through Customer Ledger Entries to accumulate remaining amounts if CustLedgerEntry.FindSet() then begin repeat CustLedgerEntry.CalcFields(“Remaining Amount”); // Only accumulate amounts for the current customer based on Customer No. if CustLedgerEntry.”Customer No.” = Customer.”No.” then begin // If it is an Invoice, accumulate Remaining Amount if CustLedgerEntry.”Document Type” = “Gen. Journal Document Type”::Invoice then begin Buffer.AddColumn(CustLedgerEntry.”Document No.”); // Label by Invoice No. Buffer.SetValueByIndex(0, s, CustLedgerEntry.”Remaining Amount”); // Set RemainingAmount for the invoice s += 1; end; end; until CustLedgerEntry.Next() = 0; end; until Customer.Next() = 0; end; // Update the chart with the accumulated data if s > 0 then Buffer.UpdateChart(CurrPage.Chart) else Message(‘No outstanding invoices to display in the chart.’); end; } } } } 2. Payments Applied (Amount Applied to Invoices) Another important metric is the Amount Applied to customer invoices. Tracking payments allows you to understand customer payment behavior and outstanding balances. By focusing on Payments, you can track how much a customer has paid against their total balance. Logic: Buffer.AddMeasure(‘Amount Applied’, 2, Buffer.”Data Type”::Decimal, ChartType.AsInteger()); Buffer.SetXAxis(‘Customer No.’, Buffer.”Data Type”::String); // Group by customer This chart will help businesses track customer payments and identify any customers with overdue payments. 3. Aging of Outstanding Amounts (Bucketed by Days Overdue) Aging reports are an essential tool for understanding the timeliness of payments. By grouping outstanding amounts into aging buckets (e.g., 0-30 days, 31-60 days, etc.), businesses can better assess which invoices are overdue and prioritize collection efforts. Logic: // Calculate aging based on Due Date if (Today – CustLedgerEntry.”Due Date”) <= 30 then AgingBucket := ‘0-30 Days’ elseif (Today – CustLedgerEntry.”Due Date”) <= 60 then AgingBucket := ’31-60 Days’ Buffer.SetXAxis(‘Aging Bucket’, Buffer.”Data Type”::String); // Group by aging bucket This chart will provide a clear picture of which invoices are overdue and for how long, helping businesses prioritize collections. Benefits of Using Business Charts for Customer Ledger Analysis By leveraging Customer Ledger Entries and Business Charts in Dynamics 365, businesses can transform raw data into valuable insights. Visualizing outstanding invoices, payments applied, and aging amounts helps businesses prioritize collections, forecast cash flow, and ultimately improve their financial health. These charts make it easier for accounting and finance teams to manage customer payments and reduce the risk of overdue balances. The ability to track customer behavior and quickly identify payment issues gives businesses a competitive edge, helping them maintain a healthy cash flow and strong customer relationships. We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.
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