Top 10 customers list

-
Have you ever been asked to produce a list of your top customers? If so you're in luck because Dynamics 365 Business Central is jam packed with reports and recently I came across the Customer - Top 10 List report which I really like. You can find the report via the "tell me what you want to do" search or within the customer list as shown below.



Report Options

Report options lets the user decide on if they'd like to change the report options, filter customers, or filter totals by date. My example below simply shows the default options with no filters.  

  

  



Comments

Arif said…
Excellent information with unique content and it is very useful to know about the information based on blogs
June 13, 2023 at 11:36 PM
Post a Comment

Popular posts from this blog

Applying posted credit memos to posted invoices in Microsoft Dynamics 365 Business Central

-
Image
Applying posted credit memos to posted invoices isn't a hard task to complete in Microsoft Dynamics 365 Business Central. The example I use below is for a vendor credit, but the same process applies to customers.  Version: US Business Central 20.0 Open up the vendors list. Search for vendor that you'd like to apply the credit memo to an invoice for.  Click on Balance field to open up Vendor Ledger Entries window. This will show all the 'open' documents on the vendor ledger. Select the line for the Credit Memo that you want to apply to a posted invoice. Click Process > Apply Entries Within the Edit - Apply Vendor Entries window select the line(s) that you'd like the credit memo applied to.  Click Process > Set Applies-to ID This will put the users name into the Applies-to ID field on the line selected. To post the application select Process > Post Application. Written by: Kristen Hosman, Microsoft MVP
Read more

Reversing a customer payment in Dynamics 365 Business Central

-
Image
Steps to reverse a bank account transaction or customer payment in this case. Have you ever entered a customer payment and needed to void it out of the system? If so, this blog is for you! Follow the steps below to learn how to unapply a payment and void/reverse the payment. These steps will void the payment and the invoice will remaining outstanding when completed. Open the Bank Account Ledger Entries window and select the line for the transaction in question. ctrl+alt+Q on keyboard to open the Find entries page, or click on find entries on the Action Bar. Click on the Detailed Cust. Ledg. Entry line Select a line that has 'Application' as the Entry Type and then Unapply Entries on the Action Bar Click Unapply Yes OK Close windows until you get back to the Bank Account Ledger Entries page. Select transaction and then Reverse Transaction from the Action Bar. Reverse Yes OK Written by: Kristen Hosman, Microsoft MVP
Read more

How I passed the MB-800 Microsoft Dynamics 365 Business Central Functional Consultant exam

-
Image
How I failed the first time It was October 2020 and my manager at the time dared me to take the Beta exam without studying to gage how hard it was. I can't turn down a good dare, so I scheduled the exam for October 20, 2020, and spent the days leading up to it reviewing the skills measured document provided by Microsoft.  The day came and I felt pretty prepared to proceed with taking the exam. Because the exam was still in Beta I didn't find out until January 4, 2021, that I actually failed the exam. The passing score is 700 and I ended up with 615.  Looking back at that experience I remember thinking the exam was hard and that some of the questions were written in such a way that was confusing and thinking that I'd never pass. So, I put the exam on the back burner and continued on with my life.  Passing the second time It wasn't until recently (yesterday) that I decided to take the exam again. I decided that today was the day and that I was going to schedule the exam ...
Read more