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Finance | Project Operations, Human Resources, ...
Suggested Answer

Customizing the vendor aging report

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Posted on by 220

Hi,

I have a requirement to customize the vendor aging report in D 365 FO.I need to add few fields.

What could be the best approach to customize this report. Any help would be appreciated.

I have the same question (0)
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    302,532 Super User 2025 Season 2 on at

    Hi Keshav,

    As you can't extend reports, you have to create a copy of the SSRS report and extend the menu item to run your report. There is documentation about the steps here: Customize through extension and overlayering - Finance & Operations | Dynamics 365 | Microsoft Docs

  • Keshav Kumar Profile Picture
    220 on at

    Thanks Andre..I knew these. I just wanted to know which class has to be modified for the vendor aging report to populate the data as i could see there are so many calculations class involved in this report.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    302,532 Super User 2025 Season 2 on at

    Hi Keshav,

    You can start with the VendAgingReportDP class. You are correct that there are calculations done using methods in other classes, like CustVendBalanceList. Depending on your exact requirements, you have to extend the temporary table for this report and extend methods.

    Note that the CustVendBalanceList class is also used for the customer aging balances. Make sure the changes will not break the logic for the customer balance calculations.

  • Ravi Kiran Profile Picture
    50 on at

    Hi Keshav,

    Even I have similar requirement but I only need to add a grand total to Vendor Aging report in USD.

    But whatever changes I made it is not reflecting in the front end even tough I have overridden the main method of Controller class.

    Can you please let me know what other classes needs to be overridden.

    Any help on this would be appreciated.

    [quote user="Keshav Kumar"]

    Hi,

    I have a requirement to customize the vendor aging report in D 365 FO.I need to add few fields.

    What could be the best approach to customize this report. Any help would be appreciated.

    [/quote]
  • Aximprove.com Profile Picture
    30 on at

    Hii,

    I have got a similar requirement i just need to add a new static field company currency in vendaging report, if you have achieved kindly let me know which class and method i can extend and achieve my goal.

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