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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Can we create Consolid...
Finance | Project Operations, Human Resources, ...
Answered

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

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Posted on by Travor 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

I have the same question (0)
  • Verified answer
    A.Prasanna Profile Picture
    A.Prasanna 8,227 on at

    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

  • Verified answer
    Hana Xue Profile Picture
    Hana Xue Microsoft Employee on at

    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

  • Travor Profile Picture
    Travor 32 on at

    Thanks Amit for your valuable information

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