Report page · Cash and bank management
Deposit summary by customer report
A report that shows the deposits for a selected range of customers.
- Used by
- —
- Business process
- —
- Menu item
output:BankDepositByCustomer- Main table
- —
- Data entity
- —
- Setup steps
- —
Show what matters for
Everyone
1What it is and why
| What it is | A report that shows the deposits for a selected range of customers. |
|---|---|
| What you do here | Used to review how much each customer has deposited into the company's bank accounts. |
| Example | For example, to leave out deposit slip lines whose cancellations are entered but not yet posted, you filter the report so that Pending cancellation is No. |
Functional consultant · Solution architect
2Where it fits
| Business process | — |
|---|---|
| Menu path | Cash and bank management › Inquiries and reports › Deposit slips › Deposit summary by customer report |
| Set up first | — |
| Used next by | — |
| Related pages | Deposit slips Microsoft Learn ↗ |
End user · Functional consultant
3How to do it
Microsoft's steps
—
Field guide
| Field | What it means | Worked example | Table column |
|---|---|---|---|
| Pending cancellation | Filter on this to leave out deposit slip lines whose cancellation isn't posted yet.Microsoft Learn ↗ | — | — |
Functional consultant
4Setup decisions
| Setup step | Recommended value and why | Decision · common mistake · test |
|---|---|---|
| — No setup is made on this page. | ||
Solution architect
5Design impact
| Shared or per company | — |
|---|---|
| Can it be undone | — |
| Feature or country | — |
| If you change it later | — |
Technical architect
6Technical
| Menu item | output:BankDepositByCustomer Checked in Dynamics 365 |
|---|---|
| Form | SysOperationTemplateForm Checked in Dynamics 365 |
| Table | — |
| Data entities | — |
| Who can open it | — |
| Actions on the page | — |
Developer
7Developer
| Open it directly | https://<your-environment>/?mi=output:BankDepositByCustomer |
|---|---|
| Integrate with | — |
| Table definition | — |
Everyone
8Sources and checks
- learn.microsoft.com/previous-versions/dynamicsax-2012/appuser-itpro/deposit-summary-by-customer-report-bankdepositbycustomer
- learn.microsoft.com/training/modules/work-cash-bank-dyn365-dyn365-finance/2-processes
- Checked in a working Dynamics 365 system, version 10.0.49: the menu item, form, table and security, the page.