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Good Day,
We are currently using AX2012 CU13. Every month I am tasked by accounts to create the customer account statements from Sales Ledger/Reports/External/Customer account statement. This all works fine as I set up 10 of these batches broken down by account number and set the from/to dates manually as they have to run to the most recent month each time I create them.
My question is, is there any way to have these batches setup to repeat each month? I understand I can do this via the "recurrence" settings, but if I do this the to/from dates (in the customer account statement) are set and will not always run to the "latest" month. It seems odd that AX has the functionality to run these repeatedly, but not so the data is fresh/up to date each time.
So, say at the end of the month I set up these batches to run with a "from date" of 01/01/2000 and a "to date" of 31/05/2020. They will run correctly this run, but if I set the batch to repeat every month, at the end of June the "from date" will be 01/01/2000 (which is fine), but the "to date" will still show 31/05/2020, instead of 30/06/2020 as required.
Apologies if this is a simple setting somewhere, but I have very limited finance experience, and this seems like something that AX should be able to cope with.
Regards Cliff
Hi Andre, Thank you for you reply. Although no the answer I was hoping it was what I was expecting and at least I can stop searching now. I will document a change request foo our developers, based on you comments.
Rgds Cliff
Hi Cliff,
There is no simple setting for this. It would require a customization. In the past, all reports were created with a start and end date. In AX2012, on some reports there are enhancements where you can set a period code. This can determine a start and end date, based on configuration. In the ledger area, you will see this more often on reports. Also the inventory closing has this period code selection option. A customization can be considered to copy similar logic to your batches.
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André Arnaud de Cal...
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