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Acumatica AR report based on sales person

  • February 18, 2025
  • 2 replies
  • 72 views
R
Freshman I
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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

    2 replies

    nhatnghetinh
    Captain II
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    • nhatnghetinh
    • Captain II
    • Answer
    • February 19, 2025

    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

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
    Chris Hackett
    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • February 19, 2025

    Hi ​@rfrantz 

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

    ScreenId=AR601000

    Hope this helps.

    Regards,

    VijayKumarU
    Chris Hackett
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