Solved

Customer Order Balance

  • 15 May 2024
  • 1 reply
  • 18 views

Userlevel 6
Badge +1

I am trying to create a GI to compare a customer sales order totals to the open order value from the Customer Financial Tab.  Is it possible to use the DAC CustomerBalanceSummary in a GI linked to Customer ID in Sale Orders?

 

icon

Best answer by YasasWithanage76 20 May 2024, 14:52

View original

1 reply

Userlevel 5
Badge +2

Hello @dsimmerly ,

Unfortunately, you can't get values from CustomerMaint.CustomerBalanceSummary DAC. Because this is a virtual/ Nonexistent in DB (like a database view) DAC. The OpenOrdersBalance is a calculated field.

As per my understanding, this amount is calculated from the PX.Objects.SO.SOOrder DAC. The Open Orders Balance is a total of unbilledOrderTotal in the SOOrder DAC. That is how it is calculated.

Maybe you can try below KB article, to get the drill down of the customer Open Orders Balance from SO tables.

https://community.acumatica.com/generic-inquiries-and-dashboards-236/how-to-display-sales-orders-which-included-in-the-customer-open-orders-balance-367?tid=367&fid=236

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved