Hello,

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

@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:

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.

Hi @jvinski71 

Have you looked at the trace error for that?

Or try an additional filter on the report?

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)

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

@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...

@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.

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!!!