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Adding new aging periods(150days, 180days) on AR Aging Report

  • November 8, 2023
  • 3 replies
  • 306 views

Michael Ndungi
Varsity I
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Hello everyone,

I need to add 150 and 180 aging days to my AR Aging report. I have explored various ways but could not get to the bottom of this.
 

Kindly assist
Urgent
Any kind of response will be appreciated.
Thank you all

Best answer by Michael Ndungi

I thought of a way to achieve this, from the statement cycle there is a backet for 90days and over.
Meaning, from there one can get the balance for 120, 180 and above this too if one was to add a condition to restrict the periods.

 

example;
= IIF(
    $BucketNumber = 4 
    AND DateDiff('m', [ARRegisterReport.DocDate], @AgeDate) = 5,
    $DocBal, 
    0
)
if bucket is 4(over 90 days) and the date restriction matches 5, give out the balances in there.

 

3 replies

Laura03
Captain II
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  • Captain II
  • November 8, 2023

Hello @Michael Ndungi ,

I found two posts related to adding more Aging Periods to the AP Aging.  The steps to add more Aging Periods to the AR Aging will be very similar. These two posts by LTussing03 as they worked through the similar change in AP:

This one answered by Reza:

I hope this helps you!

Laura


Michael Ndungi
Varsity I
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  • Author
  • Varsity I
  • Answer
  • November 14, 2023

I thought of a way to achieve this, from the statement cycle there is a backet for 90days and over.
Meaning, from there one can get the balance for 120, 180 and above this too if one was to add a condition to restrict the periods.

 

example;
= IIF(
    $BucketNumber = 4 
    AND DateDiff('m', [ARRegisterReport.DocDate], @AgeDate) = 5,
    $DocBal, 
    0
)
if bucket is 4(over 90 days) and the date restriction matches 5, give out the balances in there.

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • November 21, 2023

Thank you for sharing your solution with the community @Michael Ndungi!