Development of Trial Balance Report in BC D365

By  January 7, 2022 D365 BC No Comments
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Development of Trial Balance Report in BC D365:

(1) In this blog, we will see how to develop a new Trial Balance Report in excel format.

(2) First of all Take DataItem: “G/L Account”.

Take DataItem GL Account in business central

(3) Write code in “OnAfterGetRecord” for calculating Opening, Debit, Credit and Running Balance.

OnAfterGetRecord for trail balance report in bc d365
OnAfterGetRecord code 2
OnAfterGetRecord code 3
OnAfterGetRecord code 4
OnAfterGetRecord code 5
OnAfterGetRecord code 6

Header Part:

OnAfterGetRecord header part for trial balance report

Body Part:

OnAfterGetRecord body party for trial balance report

Footer Part:

OnAfterGetRecord footer part for trial balance report

Excel Sheet Creation Function:

excel create function in business central for trial balance report

(4) After doing the above steps, publish the report and Go to the web client and run the report in excel format as shown.

Go to the web client and search trial balance custom

(5) Select the report from the drop-down list and apply the Date filter as per the requirement and press the “OK” button as shown.

select the trial balance custom and apply date filter

(6) Excel Worksheet in the process as shown.

excel worksheet in process in business central for trial balance report

(7) After that excel was generated in the below format, as shown.

trail balance report develop in excel format from business central
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