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Finance | Project Operations, Human Resources, ...
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Scheduled Export Customer Aging Data or Report

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Posted on by 8,227

Hi All,

I'm looking for a way to export the Customer Aging Report monthly basis as CSV and save those into the Sharepoint folder. this should be done for all the companies. As a starting point, I tried "Customer aging data storage" and then used the Customer aging data storage data entity to export the data. but the issue is I cannot run Customer aging data storage as batch also there is no way to define dynamic parameters like Balance As of date Etc.
Has anyone done a similar thing before?
appreciate your input.

Regards,

AP

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