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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / AR Aging by Salesperso...
Small and medium business | Business Central, N...
Suggested Answer

AR Aging by Salesperson on Invoice and NOT Customer

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Posted on by ktipton 25

We do all of our AR aging based on Sales Rep listed on the Sales Invoice.  I'm trying to write a Jet Report but struggling a bit with the info. Does anyone have an AR Aging based on the Rep and Invoices?

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  • Suggested answer
    JAngle Profile Picture
    JAngle 133 on at

    I would take this approach: support.jetglobal.com/.../219403067-Multi-level-Grouping-and-Subtotaling-Tutorial

    Will produce groupings for the salesperson and then all the invoices they have

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hello,

    That is one I do not have nor have ever been asked for. Would you not just use the normal Jet Aging and just apply sorting and filtering by Salesperson?

    Thanks,

    Steve

    NAV055-_2D00_-Essentials-_2D00_-Aged-Extended-Customer-Balances.xlsx

  • ktipton Profile Picture
    ktipton 25 on at

    Steve,

    The Jet Aging is by Salesperson on the Customer.  My Team is wanting a list of Sales Invoices by the Salesperson Code on the Invoice, then Aging data such as 0-30, 31-60, 61-90, 91+.  So, I am pulling in the Invoice Data and then trying to tie to the Customer Ledger Entry.  I'll have to be able to somehow take the amount of Invoice and then apply all "Payments' from the Customer Ledger in order to get any outstanding amounts.

    Thanks

    Kevin

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Kevin,

    Yes. If you need help on that use this link as they offer direct Jet coding help: help.insightsoftware.com/.../jet

    Thanks,

    Steve

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