Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Historic Debtors Listing

(0) ShareShare
ReportReport
Posted on by

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

  • Suggested answer
    Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historic Debtors Listing

    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,

  • Community Member Profile Picture
    on at
    RE: Historic Debtors Listing

    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.

  • Verified answer
    Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historic Debtors Listing

    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,

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,865 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,723 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans