How to add customer Terms to the AR Aging Report from the Customer Master fields in Report Designer?

You should only need to connect the customer table to ARRegisterReport through the baccount field.

Thank you for advice, but it is still throwing an error.  I tried adding the two lines above as well, but received duplicate errors for those, so removed them.

Added:

Set up:

Received same error message for both errors:

I feel it is close, but something is off.

Thank you

Oh sorry, 

This report does not use ARRegisterReport. If you swap ARRegisterReport with ARRegister, then this error should go away.

Hi ​@bethgrant20,

I see that both tables have not been used in the previous joins, which is why you are facing this issue.

To resolve this, you need to add relations from either Customer or ARRegisterReport to the above tables. Only then will you be able to use the referenced table to join the next one.

​@bwhite49 suggested, this can helps you to resolve this issue.

Hope, it helps!

Thank you for the all the tips.  I have removed ARRegisterReport.  I have added a join to the Customer and the report runs.  However, there are no Terms showing to use under Customer or Customer Master now.  There are only Terms and ARInvoice Terms, which do not bring in the customers with credits or payments open on their statement.

Terms.TermsID is going to only show terms from the invoice table because it is only connected to the ARInvoice table. ARPayment is left out. 

There should be a customer.termsID/description field that you can pull from, but you can also try the solution below.

You can create a 2nd join of the Terms table to the ARPayment table to grab from both locations. So make a join where the parent table is ARPayment and the child table is Terms. Give the Terms table a child alias called “TermsPayment” or whatever. 

From there, in your report, replace “=[Terms.TermsID]” with “=ISNULL([Terms.TermsID], [TermsPayment.TermsID])”

Thank you!  I used your second suggestion.  It populated all the terms.  The only thing was the CC (credit card terms) came through as Cash.  I have a note to the customer to see if this is sufficient or if they would like to have the CC show.

I appreciate the assistance!