Export (0) Print
Expand All
Expand Minimize

Customer aging report (CustAgingReport) [AX 2012]

Updated: May 11, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

The Customer aging report displays the balances that are due from customers, sorted by date interval or aging period.

When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.

Field

Description

Billing classification

Select one or more billing classifications to include on the report.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Include transactions without a billing classification

If this check box is selected, all transactions that do not have a billing classifications assigned to them will be displayed on the report.

NoteNote

This control is available only if the Public Sector configuration key is selected.

Balance as of

Enter the date to view the customer balances for. This is also known as a cutoff date for transactions.

Start date

Enter a date that is in the first period interval or aging period to include on the report.

Criteria

Select the type of date to base the report on.

  • Transaction date – The posting date of the transactions. For example, this might be an invoice date that is the basis for the calculation of the due date.

  • Due date – The due date of the transactions, based on the terms of payment.

  • Document date – A user-defined document date that is the basis for the calculation of the due date.

Aging period definition

Select an aging period definition. The Interval field is not used if you select an aging period definition.

Aging period definitions that have more than six aging periods cannot be used on the printed report.

NoteNote

You can set up aging periods in the Aging period definitions form.

Print aging period description

Select Yes to include aging period descriptions at the top of each aging period column on the report. Select No to print the report without column headers.

Interval

Define the period to use by entering the number of the day or month units in each period. For example, to view aging information by week, enter 7 in this field and select Day in the Day/Mth field.

NoteNote

The information that you enter in this field is used only if you have not selected an aging period definition.

Day/Mth

Select the unit, either Day or Month, that is used to define the period in the Interval field.

Printing direction

Select whether to calculate balances and print the aging report for past or future periods. The dates are evaluated relative to the date that is selected in the Balance as on field. Select Backward to show information for past periods. Select Forward to show information for future periods.

Details

Select this check box to list the transactions that are included in the balances that are shown on the report.

Include amounts in transaction currency

Select this check box to include amounts in the transaction currency in addition to amounts in the accounting currency. If this check box is not selected, the amounts on the report are displayed only in the accounting currency.

Negative balance

Select this check box to include customer accounts that have negative balances.

Exclude zero balance accounts

Select this check box to exclude customer accounts that have a zero balance.

Payment positioning

Select this check box to display payments that have not been settled. These are displayed in the first column of the report.

Customers

The information displayed in this field group is determined by your selections when you create a query.

The following topics explain how to print a report and how to filter and sort the data on a report.

The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.

Detail

Description

Name of report in the AOT

CustAgingReport

Location of report in the AOT

SSRS Reports\Reports\CustAgingReport

Menu item of the report

CustAgingBalance

Navigation to the report

Click Accounts receivable > Reports > Status > Customer aging.

The data on this report comes from the following sources:

  • CustTable table

  • CustAgingReportTmp table

NoteNote

To determine where the data in the temp table comes from, view the cross-references for the CustAgingReportDP.processReport class.

If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.

  1. Open the AOT.

  2. Locate the report in the SSRS Reports\Reports node.

  3. Right-click the report and click Add-Ins > Cross-reference > Using (instant view).


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).
Was this page helpful?
(1500 characters remaining)
Thank you for your feedback

Community Additions

ADD
Show:
© 2014 Microsoft