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Payment proposal report (CustVendPaymProposal)

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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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Payment proposal report displays payment methods, payment amounts, discounts given, and account information for open customer invoices or open vendor invoices.

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

Payment

Select this check box to display payment line details on the report.

Invoice

Select this check box to display invoice line details on the report.

Grouping by

Select how to group the information on the report.

  • Account – Group the information by customer account or vendor account.

  • Bank – Group the information by the bank account of the payment.

Subtotal

Select which column to calculate a subtotal for.

Customer account or Vendor account

Select the range of customer accounts or vendor accounts to display on the report.

Bank account

Select the range of bank accounts to display on the report.

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

CustVendPaymProposal

Location of report in the AOT

SSRS Reports\Reports\CustVendPaymProposal

Menu item of the report

CustVendPaymProposal

Navigation to the report

  1. Click Accounts receivable > Journals > Payments > Payment journal.

    –or–

    Click Accounts payable > Journals > Payments > Payment journal.

  2. Click Lines. Click Payment proposal > Create payment proposal, and then click Payments.

Where the data in this report comes from

The data on this report comes from the following sources:

  • CustVendPaymProposalTmp table

Note

To determine where the data in the temp table comes from, view the cross-references for the CustVendPaymProposalController.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.

  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).