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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / AR Smartlist does not ...
Microsoft Dynamics GP (Archived)

AR Smartlist does not age correctly

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Posted on by Nhi Nguyen

Hi GP community members,

Could you please advise me on why the aging buckets summarize the total per customer and not by document number?

I would like to build a smartlist with 7 aging buckets using Smartlist builder but I don't have the code to put in the calculation. If you have it please advise.

Thank you so much.

Smartlist-AR.JPG

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  • Suggested answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi Nhi,

    I have a SmartList builder .xml file that presents an aging based on document date. I can't recall how many columns it shows, but you can easily change the formulas to get what you want. I have both summary and detail. I have one for payables too.

    If you want the .xml file to import into your system, you'll need to send me an e-mail because I will not be monitoring this post. My email address is leslievail@earthlink.net

    I cannot see the screenshot, it's tiny, so I really don't know what results you got on your SmartList.

    Kind regards,

    Leslie

  • Nhi Nguyen Profile Picture
    Nhi Nguyen on at

    Hi Leslie,

    Thank you so much for sending me your file. But we age by due date, so we have to change to age by document date in order to use your smartlist?

  • Nhi Nguyen Profile Picture
    Nhi Nguyen on at

    Hi Leslie,

    I imported the file but it does not show up in the smartlist. What step am I missing?

  • Verified answer
    L Vail Profile Picture
    L Vail 65,271 on at

    Hi Nhi,

    Yes, you would need to change the formula that determined which bucket it fell in from the document date to the due date. Right now it compares today's date with the document date. Just change the document date to the due date. You can see the formula, so you should be able to modify it to make the bucket ages work for you and change which date it looks at.

    After you import it and go through the 'SmartList has detected changes . . ' routine, it will show up in the Company folder, not the sales folder. You can change that in SmartList Builder.

    Kind regards,

    Leslie

  • Nhi Nguyen Profile Picture
    Nhi Nguyen on at

    Found it. Thanks Leslie.

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