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Data entities for accounts receivable and accounts payable

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Hi, I am working on powerBI reports for sales and receivables.

Which would be the most suitable data entities to use to create analytics for accounts receivable and accounts payable per customer?

Thanks in advance.

BR,

Simeon

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Andreas Raithel 4,963 Moderator on at

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RE: Data entities for accounts receivable and accounts payable

Hy Simeon,

there are OOB two Aggregated Data Entities (tabular data models) available:

VendorPaymentBIMeasureV2

docs.microsoft.com/.../vendor-payments-workspace

CustCollectionBIMeasurementsV2

Credit and collections management Power BI content - Finance | Dynamics 365 | Microsoft Docs

Both are accessable by corresponding Analytical Workspaces using data from AXDW (Datawarehouse DB), or you can modify the PowerBI files for your requirement, e.g. to combine both models. AXDW will be updated as you configure in System Administration/Setup/Entity Store.

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RE: Data entities for accounts receivable and accounts payable

Hello Andreas,

The question is related with a PowerBI project. I need to find the most efficient way to collect information about the open receivables and payables and summarize them by counterpart. For preference by using standard data entities.

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Andreas Raithel 4,963 Moderator on at

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RE: Data entities for accounts receivable and accounts payable

On All Customer an all Vendors form you can use General/Statistics/Financial resp. period statostics to get the information at

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Community Member on at

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RE: Data entities for accounts receivable and accounts payable

Hello Andre.

What we want to start with total receivables per customer, total payables per vendor. The data to be valid as of the end of a selected month.

Thanks,

Simeon

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André Arnaud de Cal... 298,815 Super User 2025 Season 2 on at

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RE: Data entities for accounts receivable and accounts payable

Hi Simeon,

Reporting or analytics could be any topic. What type of analytics do you want to create? Is it about order statistics, total turnover, aging reports? Please be more specific.

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