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How to get Balance field value from CustomerBalanceSummary DAC

  • 25 July 2022
  • 4 replies
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Hi,

I want to show the value of Balance field which is in CustomerBalanceSummary DAC in Payments and Applications screen(AR302000). As usual, I was unable to use selector to get the Balance field value from the CustomerBalanceSummary DAC.

Any idea on this? 

 

Thanks.

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Best answer by MoulaliShaik79 26 July 2022, 08:35

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Userlevel 4
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Hi @charithalakshan49,

  Please go through the below link, (I presume) this may help you.

https://help-2021r2.acumatica.com/(W(18))/Help?ScreenId=ShowWiki&pageid=6ed489c0-36a3-9790-7bcd-5072e718a728

 

 

Thanks,

Moulali Shaik.

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@Naveen Boga  Any idea on this?

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Hi @charithalakshan49 

I did the following to obtain the Customer Balance Summary

 CustomerMaint graphCust = PXGraph.CreateInstance<CustomerMaint>();
graphCust.BAccount.Current = cust;

CustomerBalanceSummary bal = graphCust.CustomerBalance.Select();

With this you create an instance of CustomerMaint and you have in the bal variable all the information that is on the Customer screen.

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A less expensive way (avoid graph instantiation) is to sum the field ARBalances.CurrentBal.  Each row in the table carries the balance by branch and location.  So be sure to make the appropriate grouping, if needed.

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