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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / how long invoices from...
Microsoft Dynamics GP (Archived)

how long invoices from each customer have been outstanding

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ReportReport
Posted on by Community Member Microsoft Employee

I want to generate AR aging report in customize format. I am new to GP. I don't know which tables I should use. I want to generate report for all companies. Can any one please help me. Following is the format of report.

Country

Payor (customer)

Carrier

Lease Name

Invoice Date

Amount (Local)

 Amount

  (USD)

Type

Invoice Due Date (important for payment in arrears)

Current Amount due (net amount after anything that’s been   applied)

Australia

GVA

OPTUS

COLLINS1 2015

3/1/2015

                       2,605

 $                         5,386

Rent & VAT

6/1/2015

$2,123

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how long invoices from each customer have been outstanding

    Hi Leslie,

    Thank you for a reply. I created a procedure for data and calling it through the dataset..

  • L Vail Profile Picture
    L Vail 65,271 on at
    RE: how long invoices from each customer have been outstanding

    Hi Swani,

    Have you tried to modify the report that is already built-in to GP? It might be easier than starting from scratch. I see you are on version 9 -  do you own the SmartList Builder product? If yes, I have .xml files that will create a SmartList object that will create an aged SmartList according to how old the document is. It compares the current date to the document date. If you would like these files, please e-mail me at leslievail@earthlink.net as I will not be monitoring this thread.

    Kind regards,

    Leslie

  • Suggested answer
    Mike Smith Profile Picture
    Mike Smith 6,840 on at
    RE: how long invoices from each customer have been outstanding

    Hi Swani,

    Will the report need to be run as of "now" or will it be run historically as of some date?

    If "now" will suffice, the RM20101 table holds the balance information on invoices and other RM documents.

    If historical reporting is needed, I would recommend looking at the equivalent SSRS report and leveraging the stored procedures in these as a base for a new stored procedure.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how long invoices from each customer have been outstanding

    Thank you very much Callen.

    I will use the same view for extracting required information.

  • callen Profile Picture
    callen 4,595 on at
    RE: how long invoices from each customer have been outstanding

    This is a good question.

    ReceivablesTransactions is a SQL view you can use to get started. It's going to have all transactions in Receivables.

    You'll need to define where these values are stored:

    Country

    Carrier

    Lease Name

    These are not standard GP data elements. Where are these values being entered in GP?

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