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AR aging buckets

While you are doing this take a look at the Collections form, which uses the same aging buckets and is generally more useful.

I am not sure which version you are in. for Ax 2012 for a detailed description of how to set the periods up, see the TechNet article: https://technet.microsoft.com/en-us/library/aa634713.aspx

Creating periods in the Aging Period Definition window at 2012 can result in error message if not done correctly

1. Remove all of the periods that you have added.

2. Click the Add button under Periods fast tab and enter:

a. Period - Current

b. Unit - defaults to 0

c. Interval - Day

.Click the Add button again under Periods and enter:

a. Period - Prior

b. Unit - defaults to -1

c. Interval - Unlimited

When you select the Add button under Periods, the Unit defaults to 0 (which is the Current period). Should you try to change this to a 1, to create a future period, then you will receive an error that the "Unit must be less than 0".

Click your cursor in the Current Line and then hit the down arrow to get BELOW the current line. You have to use the down arrow to get where you need to be, and cannot use the Add button.

4. Add :

a. Period - Future

b. Unit - defaulted to 1

c. Interval - Unlimited

If you don't do thee steps then you might get the error "Unlimited can be used only in the first and last period" when changing the Aging indicator, Once you get the past present and future period records created with the "Unlimited" Interval for the first and last record, you can add more periods and change as you would like.

The reason I prefer unlimted periods for past and future is that Ageing Report looks at what transactions are OPEN at a date. Through open transaction editing the date principle determines the date the transaction is settled (closed) and this could be closed at a date prior to your balance date, and be settled against a payment past your balance date. Therefore it would be excluded from the Ageing Report, but not the balance list. Then people will question why.

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