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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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[quote user="Mariano Gomez"]
It would be good to know who you are referring to when you say "you" in your question. Nonetheless, you can create a custom report using SSRS or Crystal Reports. I assume you are a partner (since you are referring to your client) and are familiar with the Dynamics GP tables involved to retrieve the information necessary to build this report.
[/quote]
I was referring to Nikki, I forgot to hit the quote button. I figured I could do it in SSRS. I would think this is a somewhat common issue. I am checking to see if there are any 3rd party apps that do this before writing the report.
Thanks
Ray
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.
In our case we had customers with balances in 2-3 different AR accounts, so I don't think that would work for us.
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