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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer's Average Pay...
Finance | Project Operations, Human Resources, ...
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Customer's Average Payment Days

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Posted on by Kulsum 109
Hello All, 
 
I am looking to develop a PowerBI report that shows the customer's average payment days. I figured that I can use the [custsettlement] table. I just can't determine what will be the dates to use; so I am assuming we will use the TransDate which is essentially the payment date but will we use the due date or createdate to calculate the average payment days. Can someone guide me in the right direction? Thank you!
 
Categories:
Dynamics 365 Finance
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  • Verified answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 48,760 User Group Leader on at
    Customer's Average Payment Days
    Hi,
     
    You can identify every payment by transaction type from all transactions (Transaction Type = Payment)
     
    You can also use existing features like Payment Predictions, that can be helpful, without creating a new report.
     
     
    Also checkout analytics under Credit and Collections, if any of those embedded workspace can be of any use for you
     
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,760 User Group Leader on at
    Customer's Average Payment Days
    Hi,
     
    Have you tried using a standard report ?
     
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 48,760 User Group Leader on at
    Customer's Average Payment Days
    Apologies, my second reply was for another thread about costing, but because of too many tabs.
    that second reply can be deleted as it is not related to the question.
  • Kulsum Profile Picture
    Kulsum 109 on at
    Customer's Average Payment Days
    I believe I was able to use the first thing that you mentioned. I just used the transaction type as payment. Thank you for your help!

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