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Can we create Consolidated Vendors and Debtors Aging Balances from multiple entities in Management Reporter ?

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Posted on by 32

Hi All,

I want Aging report of Customers and Vendors across multiple entities in one report, can I do that in Management Reporter ?

If Yes, Please do provide some ideas how I can proceed. The requirement is as mentioned below.

Entity | Customer Account | Customer Name | Bal Aging1 | Bal Aging 2

Regards,

Travor

  • Travor Profile Picture
    Travor 32 on at
    RE: Can we create Consolidated Vendors and Debtors Aging Balances from multiple entities in Management Reporter ?

    Thanks Amit for your valuable information

  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at
    RE: Can we create Consolidated Vendors and Debtors Aging Balances from multiple entities in Management Reporter ?

    Hi Travor,

    Maybe you can view the following articles for reference. These mentioned single-level and multilevel consolidations across legal entities. And hope it will be useful.

    Generate consolidated financial statements - Finance | Dynamics 365 | Microsoft Learn

    Customer aging report - Finance | Dynamics 365 | Microsoft Learn

    In addition, the similar question and discussions are found for you, you can check it.

    Customer aging report across multiple legal entities - Dynamics 365 Finance Forum Community Forum

    Best Regards,

    Hana

  • Verified answer
    A.Prasanna Profile Picture
    A.Prasanna 8,177 on at
    RE: Can we create Consolidated Vendors and Debtors Aging Balances from multiple entities in Management Reporter ?

    As per my knowledge, this is not straight forward configuration.

    Refer to the below article and try to extend as per your requirement:

    https://www.linkedin.com/pulse/add-customer-vendor-financial-reports-management-reporter-sourav-dam/

    Regards,

    AP

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