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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Reporting: Customer &g...
Microsoft Dynamics RMS (Archived)

Reporting: Customer > Accounts Receivable - Summary - 90 to 180 days, is it possible?

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Posted on by Community Member Microsoft Employee

Is it possible to add an additional column to the Customer>Accounts Receivable - Summary Report where instead of reporting 90 days+ there is a break where there is a column showing 91-180 days and then 181+?

I tried editing the SQL in the report but didn't have any luck.  Below is the standard report and then my attempt to edit.  Can anyone help me make this report work?  Thanks!

From exiting report that groups 90 days plus:

Begin Column
FieldName = "#ListOpenAccountReceivableSummary.SixtyOneToNinety"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "61-90"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1155
GroupMethod = groupmethodSum
ColFormat = ""
End Column

Begin Column
FieldName = "#ListOpenAccountReceivableSummary.NinetyPlus"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "90+"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1155
GroupMethod = groupmethodSum
ColFormat = ""
End Column

My attempted editing:

Begin Column
FieldName = "#ListOpenAccountReceivableSummary.NinetyOneToOneHundredEighty"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "91-180"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1155
GroupMethod = groupmethodSum
ColFormat = ""
End Column

Begin Column
FieldName = "#ListOpenAccountReceivableSummary.OneHundredEightyPlus"
DrillDownFieldName = ""
DrillDownReportName = ""
Title = "180+"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1155
GroupMethod = groupmethodSum
ColForma

*This post is locked for comments

  • Verified answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: Reporting: Customer > Accounts Receivable - Summary - 90 to 180 days, is it possible?

    Hi there.

    I'll try to give you a guidelance: This report, in the ProcedureCall tag is is creating a temporary table called "ListOpenAccountReceivableSummary", to be able to add columns, you'll need to edit that SQL Procedure first, then you can add new columns, like the one's you have described.

    Talk to your RMS Partner or someone with tSQL experiance and RMS Database knowledge, if you are not familiar with SQL.

    Regards, A.

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