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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Aged Receivables by Co...
Microsoft Dynamics GP (Archived)

Aged Receivables by Company Regional Divisions

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Posted on by stacycch 450

I am trying to make a report that will show the GL aged receivables by regional divisions.  Our company has three locations and the accounts receivable has a separate account for each location.  I am trying to find a way to either make a Smartlist or other report that will show the GL aged receivables for each division.

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  • Michael R. Bloom Profile Picture
    Michael R. Bloom 130 on at
    RE: Aged Receivables by Company Regional Divisions

    Yes, makes sense but still have additional ?

    I can be contacted at mbnet61@hotmail.com

    Thank you

  • stacycch Profile Picture
    stacycch 450 on at
    RE: Aged Receivables by Company Regional Divisions

    Most of our work is performed for a single customer, but individual jobs are given job numbers.  Each job is assigned to an individual regional division.  Invoices, materials, and labour are coded to the job numbers and we are able to keep track of the cost of goods sold based on each region.

    What I am looking for is a way to create an aged trial balance that shows the separate individual GL AR accounts only for the last day of our fiscal year end.  For example, on May 31, 2014 it would show an aged balance for 1420 North Division, 1430 East Division, and 1440 South Division.

    I hope this makes sense.

  • Michael R. Bloom Profile Picture
    Michael R. Bloom 130 on at
    RE: Aged Receivables by Company Regional Divisions

    Stacy,

    A smartlist query or SmartlistBuilder (view) is a good direction as a reporting tool but

    first couple of questions regarding setup and process

    How are customers setup?

    Are you using Customer Classes to group customers by location?

    Do customers buy across locations?

    Are you capturing any divisional information on the receivable transaction?

    Let me know if can be of any further assistance

    Thank you

    Michael Bloom

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