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Customize AP Aging Periods

Posted on by 357

I am working to customize the AP Aging Report, and need the aging buckets to be:

 30, 60, 90 and 120+, in the payables setup how do I accomplish this.

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  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    Re: Customize AP Aging Periods

    All due respect Scott, maybe you shouldn't be working on this report after all. The issue I see here is training related. The Aging report looks at the, well, age of the document to establish in what bucket it falls. The buckets are not dead set numbers, but rather ranges 0-30, 31-60, 61-90, etc., or whatever you want them to be, but you can only specify the upper part of the range.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: Customize AP Aging Periods

    Are you saying you want one bucket just for invoices that are exactly 30 days old?  And another bucket for invoices that are exactly 60 days old?  What happens to invoices that 31 - 59 days old?  

  • Scott Rusoff Profile Picture
    Scott Rusoff 357 on at
    Re: Customize AP Aging Periods

    I have no issue with the lables its the aging buckets I need to change where one column would be for the 30 day, the next for the 60 days, and 90 and 120+

  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    Re: Customize AP Aging Periods

    [quote user="Scott Rusoff"]

    thanks for the info, my concern is with not the setup but the aging range.

    for example in the 30 day column, they do not want 1-30, just 30 days same with 60 days not 31-60, just 60.

    [/quote]

    I think you are confused with the labels. These can be change to whatever you want as they are only part of the cosmetics. If you want one of your labels to say "30", instead of "1-30" you can change these at will. In fact, if you want to call these "Good", "Not So Good", "Not So bad", and "Bad" you can do that too as long as the corresponding number you put to each aging bucket represent your understanding of those terms.

  • Scott Rusoff Profile Picture
    Scott Rusoff 357 on at
    Re: Customize AP Aging Periods

    thanks for the info, my concern is with not the setup but the aging range.

    for example in the 30 day column, they do not want 1-30, just 30 days same with 60 days not 31-60, just 60.

  • Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    Re: Customize AP Aging Periods

    Part 1 - Setup and Cards, Chapter 1 - Payables Management Setup, Section: Aging Periods, page 13 of the Payables Management manual outlines the steps necessary to accomplish this.

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