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Acumatica AR report based on sales person

  • Feb 18, 2025 10:40 PM UTC
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Good evening,

Curious if there is a good report in Acumatica that would generate an AR report of aged invoices based on sales person...or would that be more of a customization request?

Best answer by nhatnghetinh

Hi ​@rfrantz 

You edit the AR reports available on Acumatica. Join 2 additional tables CustSalesPeople and SalesPerson.

For example, I edit the "AR Aging MC" report as shown in the screenshots below.

 

 

 

 

Best Regards,

NNT

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nhatnghetinh
Captain II
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  • Captain II
  • Answer
  • Feb 19, 2025 3:41 AM UTC

Hi ​@rfrantz 

You edit the AR reports available on Acumatica. Join 2 additional tables CustSalesPeople and SalesPerson.

For example, I edit the "AR Aging MC" report as shown in the screenshots below.

 

 

 

 

Best Regards,

NNT

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  • Acumatica Support Team
  • Feb 19, 2025 4:56 AM UTC

Hi ​@rfrantz 

Please check our default Inquiry ‘Sales Profitability Analysis’. This has Sales Person column included. 

ScreenId=AR601000

Hope this helps.

Regards,

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