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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customizing the Custom...
Finance | Project Operations, Human Resources, ...
Answered

Customizing the Customer Aging Report (AX 2012 R3)

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Posted on by tuscaroratech 155

I have a customer request to modify the Customer Aging report by adding several fields from the InventTable records (Products). The goal they wish to accomplish is to be able to view these product fields on their associated Invoice lines on the Aging report.

I have two question:

1) Is this request even possible? I understand that by adding invoice lines and products to the root query will fundamentally change the resulting dataset - because invoices can have many line items and therefore many products.

2) If it should be possible, I'm I on the correct path? I've been able to add the new fields to the various temp tables and get the fields to show up in Visual Studio to map them onto the report layout. However, the fields do not contain any values.

I started with joining the CustInvoiceJour, CustInvoiceTrans and InventTable tables to the query found in SelectOpenTransactions and modifying the CustVendAgingProcessingTmp table to contain the new fields.

Then I modified the query in the Process method of the CustVendAgingCalcuation class. I continued the process of modifying queries and tables all the qay to the CustAgingReportTmp table.

Is this right? Am I missing something else?

  • tuscaroratech Profile Picture
    tuscaroratech 155 on at
    RE: Customizing the Customer Aging Report (AX 2012 R3)

    Hi Ludwig and Satish,

    I appreciate the feedback. I am going to go back to the customer to see about meeting the business requirements a different way.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Customizing the Customer Aging Report (AX 2012 R3)

    Hello tuscaroatech,

    Did you make any progress here?

    Is there any additional help/support required?

    Best regards,

    Ludwig

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: Customizing the Customer Aging Report (AX 2012 R3)

    Hi tuscaroratech,

    Suggest that you don't go down this path and review this requirement with business again. Request like these have come up in the past and we have been able to successfully navigate customers away from something like this:

    1. Consider there is single order with 10 line items

    2. Posted 2 invoice. From here on the link to payment is only invoice. systematically items are no longer part of payments.

    3. customer paid partial invoice

    4. there is no link between remaining balance on the invoice and against which item the balance is...

    Option is to have aging review person provide access to form to lookup the invoices in AX, see if hyperlink on the invoice number can help.

    Seems like someone in the organization is trying to provide one view of the information (Here is what is open and here are the details of the invoice), what would be helpful is to provide detailed line item report of all the invoices.

    If you are able to convince great, if not then try to not go down to which items to show. show entire invoice details for every line in aging report.

    Starting with custInvoicejour, then trans and so on seems the right way of accomplishing this.

    Thanks,

    Satish Panwar

    Please help verify answer(s) if they guide you in right direction so other community members can also benefit from your question with verified answer.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Customizing the Customer Aging Report (AX 2012 R3)

    Hi,

    I think that this is technically possible but that this is not a useful report.

    What have items to do with customer aging?

    Customer aging deals with open customer positions at a high level to give management an overview of how your receivables look like and how they are structured to an idea about the risk profile of your receivables.

    Trying to combine this with items seems to be strange because items are included in sales orders, which are invoiced and then the invoices are aged. At the end of the day you might get a confusion what is actually aged, accounts receivable or inventory. For inventory we have a separate aging report and my perspective is that these elements should be kept separately.

    You can of course try adding some drill down capabilities to the customer aging analysis but then we are not at a report level but rather at an analytical BI level.

    Best regards,

    Ludwig

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