Add Prior Open AR Balances to GI

Hey ​@kkraus 

Your current GI is built on MasterFinPeriod and AR history tables, so it is period-based. That means it can return monthly sales and AR balances by financial period, but it cannot reliably return open AR as of an arbitrary historical date like 3/12/2025, 9/12/2025, or 12/12/2025.

To calculate DSO using specific historical dates, you typically need to either build a separate “Open AR as of Date” inquiry using AR document and application tables, or store periodic snapshots of open AR balances (for example daily or month-end). The snapshot approach is usually the simplest for reporting because historical open AR balances are not stored as a single field that can be pulled directly into a GI.

So while your current inquiry can support period-based DSO, calculating DSO using specific past dates will require either reconstructing AR balances from document activity or using a snapshot table.

Makes sense ​@ELIJAHRSWK07.

Just out of curiosity, what would the table be for getting past open AR by period instead of specific dates?

​@kkraus In most cases, If you only need prior open AR by financial period, then I believe you would typically use the AR history table by period rather than AR documents by specific date.

I’m not seeing the value in any of the ARhistory tables. ARHistoryByPeriod and BaseARHistoryByPeriod don’t have monetary values, and ARHistorySumForPeriod only has the credits, and not AR. Unsure which ones has the value I’m looking for.