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How to generate customer aging report only for 60+ days due customers.

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Posted on by 29

Hi team,

we are trying generate report only 60+ days due customers, how to exclude 1-60 days data in the report. the report should show only 60+,90+,120+.

1. Aging definition.

pastedimage1668098469571v1.png

2. with above aging definitions below report generation..

pastedimage1668098583896v2.png

3. Expecting report. should not print yellow marked (1-60) data in the report, please help here to achieve in standard customer aging report.

pastedimage1668098703143v3.png

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: How to generate customer aging report only for 60+ days due customers.

    This might require a customization.  I tested in Contoso and couldn't get it to work either.  It always picked up newer invoices in the 60+ aging period.  You could run the report, export to Excel and delete the aging columns you don't want to see.

  • Test529 Profile Picture
    Test529 29 on at
    RE: How to generate customer aging report only for 60+ days due customers.

    Hello Community members,

    could any one provide solution on this.

    Thank you.

  • Test529 Profile Picture
    Test529 29 on at
    RE: How to generate customer aging report only for 60+ days due customers.

    Hi Billur,

    if i delete the Line (1-60) on the aging definition, report will shows due for all customers with they are fall under 1 day to till 90 days in one column rest shows based on aging bucket.

    how to achieve to generate report only for customers which due date are more than 60+ days, we dont want to print customers on the report which payment due date below 60+ days.

    Thank you.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: How to generate customer aging report only for 60+ days due customers.

    You can create multiple Aging period definitions, configured the way different users need them and select the appropriate definition when entering report parameters.

  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 15,786 Most Valuable Professional on at
    RE: How to generate customer aging report only for 60+ days due customers.

    Hi,

    You may delete that line on the definition.

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