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Add Over 90 Day Bucket on A/R Aging by Due Date

Posted on by Microsoft Employee

Is there a way to add Over 90 day bucket on the A/R aging by Due date. When we run it by "trans date" transaction date it will display the over 90 day bucket. But when we run it by due date it only display Over 60. 

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 71,688 Super User 2024 Season 2 on at
    RE: Add Over 90 Day Bucket on A/R Aging by Due Date

    Hi, just to add some info, I have confirmed this feature in both BC19.5 w1 and BC20.0 w1 versions. So I think this should not be a GB-specific Localization function. This may be a custom report that duplicates the original report.

    pastedimage1649039851889v1.png

    Hope this will help.

    Thanks.

    ZHU

  • David Wyke Profile Picture
    David Wyke 122 on at
    RE: Add Over 90 Day Bucket on A/R Aging by Due Date

    The field Heading Type alters the labels on my headers. I have two options 1) Date Interval - This shows the start and end day of each aging bucket period, 2) Number of Days - This shows the aging bucket in Not Due, 0-30 Days etc.

    It's possibly a GB Localisation of the report so may not be available in the local version you are running however the report is in the standard object range (Report ID 120) and not a GB object ID. Can you confirm the Report ID for the report you are running?

  • David Wyke Profile Picture
    David Wyke 122 on at
    RE: Add Over 90 Day Bucket on A/R Aging by Due Date

    No, mine is a standard Microsoft CDX demo environment, version 19.5. It's a GB localisation.

  • Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: Add Over 90 Day Bucket on A/R Aging by Due Date

    David are you using an add-on? Your screen is not standard BC

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Add Over 90 Day Bucket on A/R Aging by Due Date

    Hi David,

    It appears we do not have "Heading Type"

    pastedimage1648826134397v1.png

    Could this be a setting that we need to turn on? 

  • Suggested answer
    David Wyke Profile Picture
    David Wyke 122 on at
    RE: Add Over 90 Day Bucket on A/R Aging by Due Date

    Hi Thardy, yes it should be possible. By setting the Aged Receivables parameters as shown below I will have have the following aging buckets:

    • Not Due
    • 1-30 Days
    • 31-60 Days
    • 61-90 Days
    • Before 90 Days i.e. 91 Days +

    AR-Settings.png

    As you can see from the report preview below, I have the desired aging buckets when the report is executed by Due Date. I have chosen period length of 30D to have the buckets in 30 day periods.
    AR-Report.png

    I hope this helps!

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