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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / RM Historical Aged Tri...
Microsoft Dynamics GP (Archived)

RM Historical Aged Trial Balance Report by Salesperson ID from Transaction

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Posted on by Suet Lee 1,347

Hi,

Has anyway created Historical Aging report based on Salesperson ID from Transaction and willing to share? Example created from SSRS.

I know we can extract this information via Smart List, but would need historical view.

Thank You 

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  • Rennecia Barran Profile Picture
    Rennecia Barran on at
    RE: RM Historical Aged Trial Balance Report by Salesperson ID from Transaction

    Hi Leslie, yes it is.

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: RM Historical Aged Trial Balance Report by Salesperson ID from Transaction

    I've created A/R reports by salespersons. What it included was a union of the open and history tables and then calculating the balance as of a certain date.

    Is that the kind of thing you need?

    Leslie

  • Rennecia Barran Profile Picture
    Rennecia Barran on at
    RE: RM Historical Aged Trial Balance Report by Salesperson ID from Transaction

    Hi,

    Were you able to obtain this?

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