Aging period definitions (form) [AX 2012]

Updated: November 11, 2010

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

Click Accounts receivable > Setup > Collections > Aging period definitions.

–or–

Click Accounts payable > Setup > Statistics > Aging period definitions.

Use this form to set up and manage user-defined aging period definitions.

You can use aging period definitions to analyze the maturity of customer accounts and vendor accounts, based on a date that you enter. That date, together with the unit and interval information that you enter on the Periods tab in this form, is used to calculate a date interval for each aging period (column header) in the aging period definition.

Each aging period that you set up for the aging period definition corresponds to a column on the list page or in the form or report when the analysis is performed. The aging periods are shown on the list page or in the form or report in the order in which you set them up in this form. You can change the order of the periods by selecting an option in the Printing direction field.

You can also use aging period definitions to create customer aging snapshots. The aging snapshots are used to display information in the Collections form and on related list pages.

NoteNote

If you create more than six lines, you cannot select the aging period definition on reports or when generating an aging snapshot.

You can use aging period definitions with the following forms:

  • Customer account statement

  • Customer aging snapshot

  • Customer aging

  • Vendor aging

  • Aging period definition statistics, from the Customer balance form

  • Aging period definition statistics, from the Vendor balance form

To set up a typical aging period definition, enter the following information on the Periods tab.

Period

Unit

Interval

Aging indicator

Description

Over 90

-1

Unlimited

Red X

Includes transactions whose dates are more than 90 days before the aging date.

61-90

-30

Day

Yellow triangle

Includes transactions whose dates are 61 to 90 days before the aging date. Note that the interval is -30, which starts with the first day before the subsequent aging period.

31-60

-30

Day

Yellow triangle

Includes transactions whose dates are 31 to 60 days before the aging date. Note that the interval is -30, which starts with the first day before the subsequent aging period.

Current

-30

Day

Green circle

Includes transactions whose dates are 1 to 30 days before the aging date.

Aging date

0

Day

Green circle

Includes transactions whose dates are the same as the aging date.

Not due yet

1

Unlimited

Includes transactions whose dates are in the future relative to the aging date.

NoteNote

If a future period is included in the aging period definition, the account balance and the total of the aging period amounts in the Collections form will match. If the aging period definition does not include all possible transaction dates, the balance in the Aged balances FactBox in the Collections form does not include transactions in aging periods before the earliest aging period, or after the latest aging period.

If a future period is not included, the total of the aging period amounts might differ from the account balance because not all transactions are included in the aging periods.

The following tables provide descriptions for the controls in this form.

Tab

Description

Periods

Specify the period name, unit, and interval for each aging period to include in the aging period definition. The line that has 0 (zero) in the Unit field represents the date that the analysis is run. Lines before zero will have -1, and lines after zero will have 1 as a default entry in the Unit field, but can be changed.

Click the Up and Down buttons to rearrange the lines. The 0 (zero) line cannot be moved.

Place the pointer where you want to insert a new line and then click Add. To insert the first positive interval, place the pointer on the 0 (zero) line and press the DOWN ARROW key.

NoteNote

If you create more than six lines, you cannot select the aging period definition on reports or when generating an aging snapshot.

Button

Description

Up

Move the selected row up in the list.

Down

Move the selected row down in the list.

Field

Description

Aging period definition

Enter a name for the aging period definition.

Description

Enter a description of the aging period definition.

Period

Enter text to display at the top of columns in analysis forms and on reports to identify the aging period.

Unit

Enter a number to represent the interval for the size or length of the aging period.

NoteNote

The number in this field is positive, negative, or 0 (zero). You must enter one zero-unit line for each aging period definition that you set up. The zero value identifies the column that represents the current interval, which can be, for example, a day or week. A positive value represents the future and a negative value represents the past, relative to the zero aging period. For a negative interval unit, the ending date of the interval is the day before the next aging period. For a positive interval unit, the starting date of the interval always is the date that follows the previous aging period.

Interval

Select an interval for the aging period line.

  • Ledger period – The interval is the length of the period that is defined for the fiscal calendar that is selected in the Ledger form (Click General ledger > Setup > Ledger.).

  • Day – The interval is one day long.

  • Week – The interval is one week long. For a positive quantity, the interval is the number of days elapsed in the current week before today. For a negative quantity, the interval is the number of days remaining in the current week after today. The week starts on Monday and ends on Sunday.

  • Month – The interval is one month long. For a positive quantity, the interval is the number of days elapsed in the current month before today. For a negative quantity, the interval is the number of days remaining in the current month after today.

  • Quarter – The interval is one quarter (three months) long.

  • Years – The interval is one year (12 months) long.

  • Unlimited – For a positive quantity, the interval includes all days after the end of the previous aging period until the ending date. For example, if the previous aging period was 90 days, the unlimited interval includes dates 91 days past due until the ending date. The ending date is the last day of the last fiscal year that is created in the Fiscal calendars form, for the fiscal calendar that is used with the transaction. For a negative quantity, the interval includes all days from a blank starting date until the day before the following aging period.

Aging indicator

Select an indicator to represent the aging period in the Collections form and list page. For example, you might select a green indicator for a current period, a yellow indicator for a 30-days-past period, and a red indicator for a 90-days-past period.

  • Blank – No indicator is displayed.

  • Green check mark – An icon that contains a green check mark is displayed.

  • Green circle – An icon that contains a green circle is displayed.

  • Yellow triangle – An icon that contains a yellow triangle is displayed.

  • Yellow exclamation point – An icon that contains a yellow exclamation point is displayed.

  • Red diamond – An icon that contains a red diamond is displayed.

  • Red X – An icon that contains a red X is displayed.

  • Blue – A blue rectangle is displayed.

  • Red – A red rectangle is displayed.

  • Green – A green rectangle is displayed.

  • Dark gray – A dark gray rectangle is displayed.

  • Orange – An orange rectangle is displayed.

  • Yellow – A yellow rectangle is displayed.

Icon

The aging indicator as it will appear in the Collections form and list page.

Printing direction

Select the printing direction for the aging period definition. This selection determines the order in which the columns appear on the Customer aging report or the Vendor aging report.

  • Forward – Print columns in the same order in which the headings appear in the table, starting with the top row.

  • Backward – Print columns in the reverse order in which the headings appear in the table, starting with the bottom row.


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