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Question

How to create a 3 Month Rolling AR Summary

  • February 21, 2022
  • 3 replies
  • 99 views
D
Freshman I

Hi all,

I am trying to create an AR Aging 3 Month Summary report. I copied AR631000 as a basis and modified to remove unnecessary groups. I would like to prompt for a month ending and show the two previous monthly aging summary totals only. I have groups setup for each monthly summary, but am having trouble displaying the correct totals for each month. Once I can validate the aging totals, the details will be hidden. Only the last three monthly totals are wanted. I have attached my report for review. Any suggestions as to what I am missing would be greatly appreciated. Thanks in advance.

I am unable to upload my rpx report.

3 replies

D
Freshman I

Here is a copy of my report. Thanks.

1 Attachments
D
Freshman I

Hi - I am still struggling with this 3 month summary report. Currently, I have this incorrect result. I expect that I am missing a variable, parameter or expression to link the detail to the appropriate month. I am not sure how to accomplish that. Any suggestions or guidance would be greatly appreciated. I have attached a new version of my report. Thanks in advance.

 

1 Attachments
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • 2809 replies
  • March 2, 2022

Anyone have ideas they can offer to @donnamcintosh49 ? Thank you in advance!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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