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Issues with Accounts Receivable Aging in Microsoft Dynamics 365 Finance

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Hi Dynamics 365 Finance Community,

 

I hope everyone is doing well. I am currently facing a perplexing issue with the Accounts Receivable Aging feature in Microsoft Dynamics 365 Finance and could really use some guidance from the community.

  

Recently, I noticed discrepancies in the data generated by the Accounts Receivable Aging report within Dynamics 365 Finance. When I run the report for a specific date range, it seems that some customer transactions are not being accurately reflected in the aging buckets. As a result, our team is having trouble identifying overdue payments and managing our collections process effectively.

 

Steps Taken to Resolve the Issue:

 
  • Checked the customer transaction details to ensure the correct posting dates.

  • Verified the customer payment terms and credit limit settings to ensure they are correctly configured.

  • Reconciled customer invoices and payments to confirm accuracy.

  • Verified that all relevant updates and patches for Dynamics 365 Finance have been applied.

However, even after these steps, the issue persists, and it is becoming increasingly challenging to manage our finances efficiently. To further investigate and identify the root cause of this problem, I attempted to search for potential solutions online.

 

To provide further context, our company has been considering solutions from various vendors who offer Dynamics 365 services. While researching their services, I came across this vendor. So, if things don’t work I’ll have to take help which is an extra expense but might be better than overpriced options. 

 

I kindly request the experienced members of this community to share their insights, ideas, or any similar experiences they might have encountered related to the Accounts Receivable Aging issue in Dynamics 365 Finance. If you have successfully resolved this problem in your organization or have any suggestions to offer, I would greatly appreciate your input.

 

Please feel free to ask for additional information or clarification regarding the problem I am facing. 

 

Thank you all for your time and assistance!

  • Issues with Accounts Receivable Aging in Microsoft Dynamics 365 Finance

    Hi

     

    I sincerely apologize for not providing specific examples and screenshots in my initial post. I understand that these details would have been beneficial for a more comprehensive understanding of the problem.

     

    Upon further investigation and collaboration with my team, we were able to identify the root cause of the discrepancies in the data generated by the Accounts Receivable Aging report. It turns out that there was an unintended misconfiguration in our customer payment terms, which was causing certain transactions to be categorized incorrectly in the aging buckets. 

     

    Thank you!


     
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,979 Super User 2025 Season 1 on at
    Issues with Accounts Receivable Aging in Microsoft Dynamics 365 Finance
    Hi,
     
    You mention you have discrepancies, but you are not providing some examples. Can you tell us what exact data you are comparing? What forms did you open and what filters did you set? Can you provide some screenshots to illustrate the issue? You can simply paste images in the text editor.

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