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I am using the smartlist "past due customers" I am wondering if there is a way to have it calculate to pull in only customers that have invoices 15 days past the due date? We have a lot of customers that may only be 3 days past due and it just makes the smartlist a lot longer than we want.
Thank you,
Katie
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Dear Ms. Katie
I believe what you are looking for is not doable under the "Past Due Customer" Smart list. This smart list shows a single record containing a summation of all the due transactions for a certain customer under different categories (0-30 ; 31-60 ; 61-90 ... etc)
This means that the first category (0-30); for instance , may have several due documents, some of them may be 2 days, 5 days, 10 days, or 20 days past due. As illustrated below;
On the (Past Due Customers) Smart List, you might see the following record;
Customer_ID 0-30 Days 31-60 Days 61-90 Days 91 and Over Days
EFC0001 150 300 0 0
The amount (150) might be a summation of three Invoices, with difference "past due days" as follows;
Customer_ID Document_Date Due_Date Current_Date Due_Days Amount
EFC0001 01/04/2013 31/05/2013 24/06/2013 24 50
EFC0001 01/04/2013 15/06/2013 24/06/2013 9 50
EFC0001 01/04/2013 20/06/2013 24/06/2013 4 50
Therefore, I suggest that you build your own customized "view" that has categories customized to your business need. For example, you can add new categories instead of (0-30) such as (0-10; 11-15; 16-30) The main idea is that you need to consider the difference in (days) between the document due data and the current date.
I would like to refer to a script made by Ms. Victoria Yudin "SQL view for current Receivables aging detail in Dynamics GP". You can simply modify the script to add new columns as illustrated above
Katie,
Cool, SLB will get you there. I looked again at regular SmartList, and sadly you couldn't have used it. I think what you need is to compare the due date and the current date. If the due date is less than the current date by 15 days, or more, then you will want that document on your list.
I've done a fair amount of work with A/R and SmartList Builder. What columns did you want? I might have an .xml file I could send you.
Kind regards,
Leslie
Hi I do have the builder. I guess I am confused on what calculation I would use.
Thank you,
Katie
Hi Katie,
You can do this so long as you have not exhausted your 4 filtering events. You will need to use a field comparison to compare today's date to the due date on the invoice.
If you have SmartList builder, you can filter it as much as you want. Another option for you is to use an Integrated Excel report. That comes with your software (no extra purchase required), and you can put as many filters as you want. Also, it's refreshable :)
Let me know if you need more details.
Kind regards,
Leslie
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