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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Customer Aging Report ...
Microsoft Dynamics AX (Archived)

Customer Aging Report Discrepancies

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Posted on by Community Member

While looking at my C.A.R. (customer aging report) I'm noticing some invoices are falling in the wrong time slots.. For instance I had a due date of 5/30 and a balance as of date of 8/31 which is a difference of 93 days yet this invoice is falling in the 61-90 day bucket.

I've looked in the AOT at the CustTrans table and these dates match up but I cant figure out why this is happening! Any ideas?

My time line intervals are as follows 1-30 days, 31-60 days, 61-90 days and 91+ days

Thanks in advance for any help and or guidance!

 

 

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,030 Super User 2025 Season 2 on at

    Hi Hans,

    What exact criteria did you specify on the report? Did you select Transaction date, due date or document date? Did you specify the same date for both Balance as of and the Start date?

    Can you also indicate how the aging buckets are defined? Did you specify an Interval or an Aging period definition? If you did setup aging buckets, how did you specify this?

  • Community Member Profile Picture
    Community Member on at

    Hi André,

    Please find the attached screenshots of the customer aging settings below. I am using the due date to a specific balance as of: date to figure out how overdue invoices are based upon T.O.P. parameters.

    Hope this helps to answer your questions!

    5518.1.JPG

    5518.1.JPG

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,030 Super User 2025 Season 2 on at

    Hi Hans,

    Change the Unit of the persons 61-90 and 31-60 to -30 instead of -60 and -90. It is a calculation per step, not the total. Now the column 31-60 will present invoices until 90 days and 61-90 until 180 days.

  • Community Member Profile Picture
    Community Member on at

    Hi André,

    That absolutely fixed the issue... Thank you very much for the prompt responses and help!

    Hans

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