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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / CU13 Customer ageing s...
Finance | Project Operations, Human Resources, ...
Answered

CU13 Customer ageing snapshot new feature

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Posted on by CXF 98

Good day all,

We are currently in the early parts of testing a big leap from CU8 to CU13 and I am setting up our batch tasks. I have come across the "customer ageing snapshot" task under /Sales ledger/Periodic/Collections/Customer ageing snapshot, but when I go to replicate our version in the CU13 test system there is a new option here that I cannot find any info about and would like to know what is does and how we would set it up please. 

It is simply named "Customer with no open balance" and is checked by default. I have looked through all the documentation from CU9-CU13 and cannot see this mentioned. Any info would be greatly appreciated.

I am not up to speed on the finance side so apologies if this is straight forward to those in the know.

Rgds cliff

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi CXF,

    From the name I would expect that this checkbox includes all customers in the calculation even though there is no open balance. I would rather deactivate it. To be absolutely sure can you share a screenprint of the form where you see this checkbox? Would help a lot.

    Many thanks,

    Ludwig

  • CXF Profile Picture
    CXF 98 on at

    Thank you for you reply... screen shot is below.

    pastedimage1575379787111v1.png

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi CXF,

    Unfortunately, I don't have a CU13 machine. In CU12 this parameter is not available but in D365FO we have it there and it does what it says include resp. exclude customers with $0 balances.

    Unless your accountants want to see also customers with $0 balances in the aging snapshot form, I would personally deactivate it. Should make things (process, display in the form, etc.) at least a bit faster ;-)

    Best regards,

    Ludwig

  • CXF Profile Picture
    CXF 98 on at

    Thanks for the prompt answer

    Rgds Cliff

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