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AR Aging with retainage

  • 19 September 2022
  • 9 replies
  • 305 views

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I am looking for an AR Aging based upon financial period that would include the unreleased retainage in it as well. This should be pretty standard to have but the out of the box “AR Aging Period Sensitive Report” does not have retainage available in it. How can we get something or is there another report that I am missing.

Best answer by Kandy Beatty

Hi @jvinski71 

Have you looked at the trace error for that?

 

Or try an additional filter on the report?

 

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9 replies

Laura02
Captain II
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  • Captain II
  • 3135 replies
  • September 19, 2022

Hello,

Please try AR Aged Period Sensitive With Retainage. Important: Choose the Report Format shown below:

 

 


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  • Author
  • Freshman I
  • 25 replies
  • September 19, 2022

@laura01 Thanks Laura. However, I tried a few days ago and the financial Period field was not available to be selected in the report, only the aging date. I then tried to adjust the report to add the Financial Period Field. I was successful in adding the field but when I click on it to change the financial period, I get the following error:

 


Laura02
Captain II
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  • Captain II
  • 3135 replies
  • September 19, 2022

Perhaps try AR Retained Balance report?  Although Retained Balance report will not show in 30/60/90  columns, it DOES allow selection of a period and does show the Date/Period on every document.


Kandy Beatty
Captain II
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  • Captain II
  • 2158 replies
  • Answer
  • September 19, 2022

Hi @jvinski71 

Have you looked at the trace error for that?

 

Or try an additional filter on the report?

 


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  • Author
  • Freshman I
  • 25 replies
  • September 19, 2022

Hi @kbeatty21 , here is the error trace. I tried the filtering option you gave but it did not give any results.

 

19/09/2022 13:15:07 Error:
Object reference not set to an instance of an object.

   at PX.Web.UI.PXSoapDataSource.AppendParameters(PXGrid grid, String idPref, ReportParameterCollection pars, PXSelectEventArgs args)
   at PX.Web.UI.PXReportViewer.Selector_Select(Object sender, PXSelectEventArgs e)
   at PX.Web.UI.PXSelectEventHandler.Invoke(Object sender, PXSelectEventArgs e)
   at PX.Web.UI.PXGrid.OnSelect(PXSelectEventArgs e)
   at PX.Web.UI.PXGrid.PerformSelect()
   at PX.Web.UI.PXSelectorBase.GetCallbackResult(PXCallbackCommand cmd)
   at PX.Web.UI.PXCallbackManager.RenderControlsData(PXCallbackResultMethod resultMethod, XmlWriter writer)
   at PX.Web.UI.PXCallbackManager.GetCallbackResultInternal(PXCallbackResultMethod resultMethod)


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2621 replies
  • November 2, 2022

Hi @jvinski71 - were you able to find a solution? Thank you!


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  • Author
  • Freshman I
  • 25 replies
  • November 4, 2022

@Chris Hackett Yes, for the AR, I used the filter as described and it worked. I am having issues however with the same report for AP. The column for unreleased retainage seems to be showing the total balance for the customer and not any unreleased retainage...


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 625 replies
  • November 14, 2022

@jvinski71 I don’t see that there is an AP Aged Period Sensitive with Retainage report, can you advise on which report is being used?

It might also be a good idea to make the AP report its own topic so that people who are looking for AP over AR information could find this quicker.


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  • Semi-Pro III
  • 144 replies
  • March 27, 2024

Hello all and @jvinski71 , has anyone been able to filter by financial period with the "AP Aged Period Sensitive with Retainage report" report? We have the same question.

Thanks!!!


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