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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Microsoft D365 Aging R...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Microsoft D365 Aging Report

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Posted on by CU14081605-2 6
I have a question regarding how to pull an aging report from D365.
 
I have multiple customer accounts linked to a common customer name. How can I pull an aging report for all the customer accounts at once under that common name? For example, If the common customer name is Lennox but it is used in multiple customer accounts, is there a way to pull all the customer accounts under Lennox at the same time?
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  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,633 Moderator on at
    In the Records to include filter, change the Customer account field to Name, then query any customer that contains Lennox by using the asterisk before and after the text.  That should pull all aging info for Lennox customers.
     
     
  • Suggested answer
    BillurSamdancioglu Profile Picture
    BillurSamdancioglu 21,343 Most Valuable Professional on at
    Hi,
     
    Frans suggestion will give you all the customers names as Lennox but will not merge.

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