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Excel Report Writer for AR Aging

Microsoft Dynamics GP Forum

mminch8 asked a question on 24 Feb 2014 12:56 PM

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I am looking to create a refreshable AR aging report using the Excel Report writer.  The plan is to gather the data and then use a pivot table to summarize the data by aging bucket and customer class.  It looks like I can only use the default Smartlist reports for Excel Reporting.  Any thoughts or suggestions would be much appreciated.

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Ian Richardson responded on 24 Feb 2014 1:46 PM
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is this report to only be point in time, NEVER to go backwards, i.e. historical aged trial balance?  Smart list likely will struggle with that.

the report you desire may be a click away however  check this out;

http://reese-consulting.com/?p=240&cpage=1#comment-209

 

 

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Mark Polino responded on 24 Feb 2014 3:49 PM
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To Ian's comment it's harder to do a historical aged trial balance but not that hard.

This is how you run a stored proc in Excel mpolino.com/.../weekly-dynamic-stored-procedures-in-excel

Here is the store proc mpolino.com/.../weekly-dynamic-ar-hatb-via-SQL for the ARHATB

Mark

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Mark Polino responded on 24 Feb 2014 3:49 PM
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To Ian's comment it's harder to do a historical aged trial balance but not that hard.

This is how you run a stored proc in Excel mpolino.com/.../weekly-dynamic-stored-procedures-in-excel

Here is the store proc mpolino.com/.../weekly-dynamic-ar-hatb-via-SQL for the ARHATB

Mark

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Ian Richardson responded on 24 Feb 2014 1:46 PM
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Suggested Answer

is this report to only be point in time, NEVER to go backwards, i.e. historical aged trial balance?  Smart list likely will struggle with that.

the report you desire may be a click away however  check this out;

http://reese-consulting.com/?p=240&cpage=1#comment-209

 

 

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