web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested Answer

Can you create an AR aging bucket only for credits?

(0) ShareShare
ReportReport
Posted on by 5
Hello.
We are on 10.0.29.
In Credit and Collections > Setup > Aging Period Definitions, I can see how to define traditional aging periods.
However, is there a way to define a bucket that would show ONLY credit memos, regardless of their age?
So regular invoices would fall into the traditional buckets (Current, 30, 60, etc.) and all credit memos, regardless of age, would fall into another bucket called /Credit/.
Thank you.
I have the same question (0)
  • Martin Dráb Profile Picture
    237,681 Most Valuable Professional on at
    Can you create an AR aging bucket only for credits?
    You asked in Dynamics 365 general forum, but I believe your question is only about F&O, therefore I moved the thread here. Let me know if you disagree.
  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at
    Can you create an AR aging bucket only for credits?
    Hi,
     
    On the aging bucket i don't think so you can define this but while running the aging report or snapshot, you can filter on type of transcation or amount 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 683 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 563 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 398 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans