Customer Ageing Report

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Posted on by Tony111

Hi guys,

I have generated a customer ageing report for october but I get some different data compared to the report that I generated for august. See the screenshots below. The report header changed from last AUG report generation. I need the report to look like the one that I generated for Aug. No matter how I choose backward or forward , the Oct report only shows the ageing data of Aug, Sep and Oct. What’s more, it is show the ageing data of Nov. Up to the end of Oct , I need to know many AR overdue and their ageing, not in the future how many AR will overdue.

The Oct report shows the ageing data of 2017/08/01, 2017/08/02-2017/08/31, 2017/09/01-2017/09/30, 2017/10/01-2017/10/30, and 2017/10/31. As you can see the report generates data for 2017/11/01-2154/12/31. What does it mean and how can I change the setting to generate a report that looks like the one i generated for august. Please see the screenshots below.

Thanks

7838.Capture.PNG 6371.Capture-1.PNG

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André Arnaud de Cal... 301,030 Super User 2025 Season 2 on at

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Hi Tony,

What is the value of the Start date you provided on the dialog? This field determines the date used for showing the columns; not the data. Try to set this 10/31/2017.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

Can you share how your ageing period definition is setup?

Thanks,

Ludwig

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Tony111 4 on at

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Hi Andre,

I tried to set the start date to 10/31/2017 and got the following when i generated the report.

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Tony111 4 on at

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Hi Ludwig,

The screenshot below shows the ageing period definition setup.

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Ludwig Reinhard Microsoft Employee on at

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Hi Tony111,

Have you used the aging period definition for creating the previous Report or did you specify intervals? (=> your interval field value is empty and you could use intervals as an alternative to the aging period)

Best regards,

Ludwig

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Andrew Xu 3,877 on at

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Tony,

When you're saying 'No matter how I choose backward or forward....', do you mean the printing direction on parameter form or the printing direction on aging period of definition form?

The printing direction on aging period of definition always overwrites the printing direction on parameter form, most likely, you were updating that on parameter form.

So try to change the printing direction of your aging period of definition 'Standard' from 'Backward' to 'Forward', and run the report again.

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