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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / AP aging report based ...
Microsoft Dynamics SL (Archived)

AP aging report based on the invoice date ("disc date") rather than due date?

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Posted on by Community Member

Been searching through the forum to see if this question has already been asked; forgive me if it has, and I missed it.

We need to run an Accounts Payable aging report based on the invoice date (what SL calls the "discount date") and not the due date.  I would like to know how to do this... thanks in advance.

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  • Suggested answer
    Mark E Profile Picture
    Mark E 6,451 on at
    RE: AP aging report based on the invoice date ("disc date") rather than due date?

    There are actually 3 dates maintained in AP Documents; Invoice Date, Discount Date, and Due Date.  Invoice Date and Discount Date are not necessarily the same; depends on how the Payment Terms are defined.

    There is no standard AP Aging format that is run using the Invoice Date; all formats use the Due Date to age the documents, and are either aged based on Days Past Due, or Days Until Due.

    You would need to create another report format, and probably a new SQL View that will age your AP based on the Invoice Date.

    The only reason I can think that you want this is to determine how many days old your AP is?

  • Community Member Profile Picture
    Community Member on at
    RE: AP aging report based on the invoice date ("disc date") rather than due date?

    It's not a want, it's a need.  For one company we manage, we have to produce an aging report that shows we have paid every invoice that is 90 days old or more - not 90 days past due.   Since different vendors have different terms, an aging report based on days past due does not suffice.  

  • Mark E Profile Picture
    Mark E 6,451 on at
    RE: AP aging report based on the invoice date ("disc date") rather than due date?

    That's fine.  In any case, you will need a custom report format to handle the requirement.  If you need help with delivery, I can write one for you.  Let me know and we can start a conversation outside the forum.

  • Community Member Profile Picture
    Community Member on at
    RE: AP aging report based on the invoice date ("disc date") rather than due date?

    That would be outstanding.  What modules will I need to have access to in order to do this?  I have to make sure I have all the access rights I will need.  (sigh)

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