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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Run Separate Reports f...
Microsoft Dynamics GP (Archived)

Run Separate Reports for Different AR accounts?

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Posted on by Nikkie 110

We have a situation that involves using a few 'sets' of AR accounts (for example, Trade-AR and Other-AR) for invoicing purposes. When I run the AR Aged Historical Trial Balance report in the Sales module, GP automatically includes all AR accounts. Is there any way to restrict which group of AR accounts I want to print on a particular report, at any given time? Either Trade-AR or Other-AR?    

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  • Susan Pollard Profile Picture
    Susan Pollard 645 on at

    I'll be very interested to read about it if anyone has a different answer, but we had the same problem.  The only way we were able to have an aging with trade AR only was to have a custom report built.  If you do not need those "other AR" accounts aged and can keep up with the balances some other way you could set the 'category" to other current assets.     

  • Susan Pollard Profile Picture
    Susan Pollard 645 on at

    In our case we had customers with balances in 2-3 different AR accounts, so I don't think that would work for us.

  • Nikkie Profile Picture
    Nikkie 110 on at

    We have the same problem, Susan. Mariano can you assign one customer to multiple classes? How does that work?

  • Susan Pollard Profile Picture
    Susan Pollard 645 on at

    I understand what you are saying about selecting customer class or user defined as a criteria when running the aged trial balance, but I'm only seeing an option for one customer class per customer. 

  • Nikkie Profile Picture
    Nikkie 110 on at

    Ok. I didn't think so, just wanted to make sure I didn't miss something. That's the conclusion we came up with here in the office as well. I appreciate all the advice. Thanks!

  • Ray Nist Profile Picture
    Ray Nist on at

    How are you going to create this custom report?  I am running into the same issue with a customer as well.

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