Share
ReportCan anyone give me a way of running a specific set of debtors for a specific point in time in the past?
*This post is locked for comments
You’re offline. This is a read only version of the page.
Can anyone give me a way of running a specific set of debtors for a specific point in time in the past?
*This post is locked for comments
Hello Michael
For that, you might need to create a customized report through either SSRS, Crystal report or even excel. There is an SQL script provided for the same report that can be used to save yourself a lot of effort and time, the script can be found on Receivable HATB
If you are not a technical person, refer back to your partner, or the company IT department and this won't take than 30 minutes to be deployed and fully up and running
Let us know if you need any further assistance,
Thanks - I'm still a dynamics novice so still trying to find my way around
I think this is what I need but not in the correct format. Is it possible to have just as a list of balances in the different categories without all the contact details etc. This would help when I'm dumping the report to excel to manipulate the data.
Haven't you check the Receivable Historical aged Trail Balance ? You can age as of a specific historical date.
Go to Reports > Sales > Trial Balance.
Choose the "Historical Aged Trial Balance", and specify the required historical date on the Age as of field.
Your feedback is highly appreciated,
#1
André Arnaud de Cal...
292,871
Super User 2025 Season 1
#2
Martin Dráb
231,743
Most Valuable Professional
#3
nmaenpaa
101,156
Moderator
All responses (
Answers (