Detailed Current AR Aging SmartList

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Posted on by Bao Nguyen

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What are the steps to have a detailed AR Aging report from Smartlist where it will correctly show the aging buckets? I'm able to add the aging columns, but it looks like it's a summary by customer instead of detailing each individual invoice aging. I've tried Sales >> Customer, Sales >> Receivables, and Sales >> Sales Transactions and none of them are showing the correct aging detail.

I did some research and found this thread, but I'm confused as to how to set it up in SmartList Builder.

https://community.dynamics.com/gp/f/32/t/41334.aspx

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Richard Whaley 25,195 on at

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You need two Smart Lists. The first one shows all the open entries for a single client, sorted by age, with the amounts in the appropriate columns/buckets.

The second SmartList shows summary information for all clients. Each line shows totals per ageing bucket for one client.

Link the first SmartList to the second. By Customer ID, Now you can view the second one and see summary totals then click on one account and see the detailed transactions for that client.

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Jim Lines 4 on at

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Hi Richard,

I'm trying to get the same thing - AR Aging that I can dump into Excel. It this SmartList the best option? Or is there another way to get a Detailed Aged TB into Excel?

When you mention having two SmartList above, are you creating them in SLB? I've never known about linking SmartLists to each other. Any information you can provide is greatly appreciated.

Regards,

Jim

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Bao Nguyen 580 on at

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Hi Jim,

I couldn't figure out the SmartList approach so I modified the canned historical aging report and exported it to excel that way.

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L Vail 65,271 on at

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BDN,

I have a SmartList built for AR detail aging. If you want it please email me at leslievail@earthlink.net and I'll send you the .xml file.

Kind regards,

Leslie

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Irfan.Rasheed 717 on at

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Hi Leslie,

Can you please send me this file too @ irf1978@live.com

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L Vail 65,271 on at

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Hi Irfan,

I will be happy to send this file to anyone who asks, but I need for you to send me an e-mail at leslievail@earthlink.net

I cannot monitor this post, and I want anyone who wants it to have a means to get it. I'd send it tonight (this morning) except I am not at the computer that holds the .xml file.

Please send me the e-mail, and I'll send it right away when I get back to the office tomorrow (today).

Kind regards,

Leslie

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Jim Lines 4 on at

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Leslie,

Thank you SO much. These SL are great! You save me so much time and headaches!

BDN, if you have not already, I suggest getting the file from Leslie and then marking the post as answered.

Have a great day!

Jim

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Irfan.Rasheed 717 on at

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Thanks Leslie. It is helpful for me.

Cheers.

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NHI 1,600 on at

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Hi Leslie,

Do you have a Smarlist for Detailed Aged TB with 7 aging buckets: Current, 0-30, 31-60, 61-90, 91-120, 121-180, 181+ ?

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Community Member on at

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Leslie, Could I get this file also?

michael.jurek@fsresidential.com

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