Export Customer aging data from Microsoft Dynamics 365 finance and operations

This topic describes the process of using external storage for customer aging data. In Microsoft Dynamics 365 Finance, you can run the Customer aging data storage process to make the output available for export to an external system. When you run the process, the same aging report options that are available in the system are available to external systems. The details are always included in the exported data.

It can be helpful to make customer aging data available to an external system for storage in cases where the output contains many customers and/or many transactions. If the existing Customer aging report times out because it has too much data to print, this feature provides an alternative way to get the same data.

 Note

Before you do an export, add a filter to limit the exported results to the most recent aging. For example, add the following criteria to return the most recent batch run:

(CustAgingDataStorageSysQueryRangeUtil::getLatestBatchName())

Alternatively, add the following criteria to return the most recent batch run for the current user:

(CustAgingDataStorageSysQueryRangeUtil::getLatestBatchNameForCurrentUser())

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