Hello,
My question is, how do I age the invoices appropriately from ARDocs? I can pull the invoices and their amounts into Excel via that table but they come out not aged like you would get when you pull an Aged AR report from Dynamics itself.
Does anyone know how I can age the invoices?
Thanks for your help!
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The aging information, at the document level, is calculated by the report as opposed to something that is stored with the document so you will have to use a formula like you explained. However, if you final goal is to get the total aging by customer and you do not need it broken down by document, you could use the ar_balances table. This table has the aging information at the customer level. The one important thing to understand about this table is that this information is only updated when you run the close statement cycle process (with the aged balances checked) or when you run the age customer detail process. Any new invoices or payments/credits released after that process will not be reflected in this table.
I appreciate the response.
I'm able to age invoices by taking today's date minus DocDate of each invoice to get total days outstanding; then age by those # of days. Since I'm aging with a formula outside of the database tables, I just wanted to see if there was anyway to get appropriate aging from a table rather than a formula.
I may not be fully understanding your request but my initial thought is (assuming you want to emulate the aged AR report and not the period sensitive aged AR report) is that you would first look at the docbal value which tells you if the invoice has not been fully paid or not and then calculate the difference between the docdate and the current date which would give you the number of days outstanding.
If you want to emulate the period sensitive aged AR then the task is more difficult because you have to also include the aradjust table and examine when the payments or credit memos were applied. The query behind the period sensitive aging report is quite complex.
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