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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / CUSTOMER AGING REPORT
Finance | Project Operations, Human Resources, ...
Answered

CUSTOMER AGING REPORT

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Posted on by MH-12092052-0 196
Hello,
Does D365 have the ability to change the date aging as of & balance as of by itself every month and send me the report
 
 
Categories:
Dynamics 365 Finance
  • MH-12092052-0 Profile Picture
    MH-12092052-0 196 on at
    CUSTOMER AGING REPORT
    Thank you all for your response, great help.
  • Verified answer
    Arvind Bharti Profile Picture
    Arvind Bharti 284 on at
    CUSTOMER AGING REPORT
    Hi,
     
    I think one of the workaround you can try is leave Aging of and balance of date field blank and set there ocurrence of batch and setup print destination email .
     
    In this case ideally it should generate report using batch run date
  • Verified answer
    Bharath jain Profile Picture
    Bharath jain 1,067 Super User 2025 Season 1 on at
    CUSTOMER AGING REPORT
    Hi,
     
    You can do email setup were you can directly send from D365 to client, but as Andre said there is no out of box option to change the parameters date automatically.
     
    There are 2 options:
    1. Someone need to generate the report and just click send, so it will send the email (without customization) or
    2. Customize to automatically update the parameter date and link to email.
     
    Regards,
    Bharath Jain
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,261 Super User 2025 Season 1 on at
    CUSTOMER AGING REPORT
    Hi,
     
    There is no option to change these parameter dates automatically. You can consider a customization for this requirement. There are some reports in the application that can work with period definitions to calculate a specific date. (e.g. last day of previous month).
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,261 Super User 2025 Season 1 on at
    CUSTOMER AGING REPORT
    Moved the question from the Dynamics 365 General to the Dynamics 365 Finance forum.

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