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Listing of open AR documents as of a specific date

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Posted on by Community Member Microsoft Employee

I've a client who wants to know what their open AR Items were as of 6/8/21, not end of period. Is there a way to use the Select tab on any report to provide this listing? I tried using the Lupd_Datetime field but had issues. Has anyone ever run into this before, and if so how did you resolve it?

Thanks!

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Mark E 6,405 on at

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RE: Listing of open AR documents as of a specific date

I think you will still need to create a version of the Period Sensitive Aged AR report, as the straight Aged AR reports only look at the current status of any open AR document and do not factor in activity stored in the ARAdjust table (which shows payments and credit memos applied to AR Invoices).

Might be able to accomplish this by using the ROI Report Date as an additional filter to only show the documents that have a DocDate <= ReportDate within the SQL views that build the PS Aged AR reporting.

Thought I recalled doing something similar to this years ago at a site, but cannot seem to locate the logic.