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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Out of the Box Report ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Out of the Box Report to Compare Invoice Due Date and Actual Payment Date in F&O

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Posted on by MHens 2

Hi everyone,

 

I'm working with F&O and I’ve received a request to report on how many days late a customer pays their invoice. Essentially, I’m looking for an out-of-the-box report that includes:

1. The due date of the invoice 

2. The actual payment date (settlement date) 

3. And ideally, the number of days late (payment date minus due date)

I know the Customer transactions and Settlement inquiries contain some of this data, but I’m not aware of a single standard report that consolidates it.

Thank you !!

Categories:
Dynamics 365 Finance
  • Suggested answer
    Zain Mehmood Profile Picture
    Zain Mehmood 3,759 Moderator on at
    Out of the Box Report to Compare Invoice Due Date and Actual Payment Date in F&O
    Hi,

    There’s no standard report in F&O that shows due date, settlement date, and days late all together.

    You can get the pieces from:

    • Customer transactions for due dates

    • Settlement history for payment dates

    To see days late, you’d need to create a custom report or Power BI view that pulls from CustTrans and CustSettlement, and calculates the difference between settlement date and due date.

    Regards,

    Zain

  • Suggested answer
    Arvind Bharti Profile Picture
    Arvind Bharti 363 on at
    Out of the Box Report to Compare Invoice Due Date and Actual Payment Date in F&O
    Hi,
     
    As you rightly pointed out you do not have one report but defintely customer transactions screen you can get invoice date and settlement date.
     
    You can create a view to just see closed invoices only with these columns for all customers in one go.
     
     
    Another approach will be to use Power BI standard entity store or BPA to customize this report
  • Suggested answer
    Abhilash Warrier Profile Picture
    Abhilash Warrier 895 on at
    Out of the Box Report to Compare Invoice Due Date and Actual Payment Date in F&O
    There doesn’t seem to be an out-of-the-box report that meets your specific requirements. Custom development will be necessary to achieve this.
     
    You can create a custom report using Power BI or SQL Server Reporting Services (SSRS). This allows you to pull data from the relevant tables (e.g., CustTrans and CustSettlement) and include calculated fields for the number of days late.
     
    If this helped, please mark it as "Verified" for others facing the same issue.
    Keep in mind that it is possible to mark more than one answer as verified.

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