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site aging report

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Posted on by MB-14071247-0

How do I add the customers terms of payment to a site aging report?

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Komi Siabi 13,109 Most Valuable Professional on at

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Hello,

Give us more information about this site report. Tell us if it is a custom report from your own environment, if it is an ISV or standard. Also the dataset of this report.

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MB-14071247-0 16 on at

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Attached is the customer aging. I would like to add the additional information highlighted in yellow in red print.

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Mohamed Amine Mahmoudi 26,445 Super User 2025 Season 2 on at

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Hi @MB-14071247-0,

No, not out of the box unfortunately.
You will have to make a customization on report if you want this information.

Best regards,

Mohamed Amine MAHMOUDI

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Ramit Paul 22,797 Most Valuable Professional on at

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Hi,

There is no report called Site ageing so please clarify your question in detail, please.

Also, if you want to add site data in the standard customer ageing report, it will require a customization.

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Saif Ali Sabri 2,351 Super User 2025 Season 2 on at

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Mr. Ramit Paul is correct in stating that there is no standard report named “Site Aging” in Microsoft Dynamics 365 Finance and Operations.
✅ Clarification Needed
Please confirm:

Are you referring to the Customer Aging report (such as Customer balance list, Aging snapshot, or Customer aging report) and want to include Site information (from the inventory dimension)?

Or are you using a custom report called “Site Aging” that reports aged balances by inventory Site?

Depending on the answer, the solution will vary:

✅ Scenario 1: You Mean Standard Customer Aging Report, and You Want to Add Terms of Payment
This is possible but requires report customization:

Extend the Data Provider (DP) class (like CustAgingReportDP).

Add CustTable.PaymTermId to the temporary table (CustAgingTmp or custom TempDB).

Modify the SSRS report design to include the Terms of Payment.

Deploy and test.

This was outlined in my previous reply.

✅ Scenario 2: You Have a Custom Report Based on Site-wise Aging
In this case:

Please specify:

What is the report name or purpose?

Are you aging inventory, sales, or customer balances by Site?

What tables are involved in the report?

And you want to add Terms of Payment (from CustTable.PaymTermId), which is possible via customization.

✅ Summary

There is no out-of-the-box “Site Aging” report.

You can customize existing aging reports to include Terms of Payment.

We need clarification on what report you're referring to: standard or custom, and its purpose.

Please confirm your use case and report name/source so I can give you exact steps.

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MB-14071247-0 16 on at

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Sorry for the confusion, yes, it is a standard customer aging that I had already added a site field. I believe scenario 1 is what I need.

Can you tell me what module I need to go to extend the DP class?

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Mohamed Amine Mahmoudi 26,445 Super User 2025 Season 2 on at

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Hi @MB-14071247-0,

You need to extend CustAgingReportDP class.

don't forget CustAgingReportTmp table if necessary.

Best regards,

Mohamed Amine MAHMOUDI

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Komi Siabi 13,109 Most Valuable Professional on at

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Ahan, so you are referring to a standard D365FO report. Below is a post that shows the process of extending an RDP based report.

Customize SSRS report using extension in D365FO

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Saif Ali Sabri

2,351 Super User 2025 Season 2 on at

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Thank you for the clarification — since you’ve already customized the standard Customer aging report to include the Site field, and now want to add the customer's Terms of Payment, you are indeed working with Scenario 1.

✅ Module to Extend the Data Provider (DP) Class
You need to perform the extension in Visual Studio using the D365 Finance and Operations development environment (VS with Dynamics 365 extensions).
Here’s a step-by-step guide to extend the DP class and include PaymTermId (Terms of Payment):

✅ Steps to Extend the Customer Aging DP Class
1. Open Visual Studio

Use the development environment installed with Dynamics 365 FO SDK.
Make sure you’re in the correct model (e.g., your customization model).

2. Create a New Project

Type: Dynamics 365 → Finance Operations Project
Name it something like CustAgingReport_Extension.

3. Extend the Data Provider Class
The standard aging report uses a class like CustAgingReportDP. You need to create a class extension:
x++
CopyEdit
[ExtensionOf(classStr(CustAgingReportDP))]
final class CustAgingReportDP_Extension
{
    protected void insertIntoTempTable(CustAgingTmp custAgingTmp)
    {
        next insertIntoTempTable(custAgingTmp);

        // Add Terms of Payment from CustTable
        CustTable custTable = CustTable::find(custAgingTmp.CustAccount);
        custAgingTmp.PaymTermId = custTable.PaymTermId;
    }
}

4. Extend the Temp Table
Extend the CustAgingTmp table (or your custom temp table):

Right-click the project > Add > New Item > Table Extension.
Select CustAgingTmp as the base table.
Add a new string field:
- Name: PaymTermId
- EDT: PaymTermId
- Label: "Terms of Payment"

5. Modify the SSRS Report Design

Open the SSRS report (e.g., CustAgingReport).
Locate the dataset bound to the temp table (CustAgingTmp).
Refresh the dataset to include the new PaymTermId field.
Add it to the desired table/matrix layout in the report design.

6. Deploy and Validate

Deploy the report and the extension.
Go to Accounts receivable > Inquiries and reports > Customer > Customer aging.
Run the report and confirm that Terms of Payment is displayed.

✅ Summary

Task	Module / Tool
Extend DP class	Visual Studio (D365 Dev Tools)
Add field to temp table	Table Extension (CustAgingTmp)
Modify report design (SSRS)	Visual Studio Report Designer
Deploy & test	D365FO environment

Let me know if you'd like the exact model name for the standard Customer Aging report or sample code for the report design update.

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site aging report

✅ Clarification Needed

✅ Scenario 1: You Mean Standard Customer Aging Report, and You Want to Add Terms of Payment

✅ Scenario 2: You Have a Custom Report Based on Site-wise Aging

✅ Summary

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Community site session details

site aging report

✅ Clarification Needed

✅ Scenario 1: You Mean Standard Customer Aging Report, and You Want to Add Terms of Payment

✅ Scenario 2: You Have a Custom Report Based on Site-wise Aging

✅ Summary

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

Featured topics

Product updates