Customer aging report (CustAgingReport)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Customer aging report displays the balances that are due from customers, sorted by date interval or aging period.
How to filter the data on this report
When you generate this report, the following default parameters are displayed. You can use these parameters to filter the data that will be displayed on the report. For more information, see Filter the data on a report.
Field |
Description |
|---|---|
Billing classification |
Select one or more billing classifications to include on the report. Note This control is available only if the Public Sector configuration key is selected. |
Include transactions without a billing classification |
If this check box is selected, all transactions that do not have a billing classifications assigned to them will be displayed on the report. Note This control is available only if the Public Sector configuration key is selected. |
Balance as of |
Enter the date to view the customer balances for. This is also known as a cutoff date for transactions. |
Start date |
Enter a date that is in the first period interval or aging period to include on the report. |
Criteria |
Select the type of date to base the report on.
|
Aging period definition |
Select an aging period definition. The Interval field is not used if you select an aging period definition. Aging period definitions that have more than six aging periods cannot be used on the printed report. Note You can set up aging periods in the Aging period definitions form. |
Print aging period description |
Select Yes to include aging period descriptions at the top of each aging period column on the report. Select No to print the report without column headers. |
Interval |
Define the period to use by entering the number of the day or month units in each period. For example, to view aging information by week, enter 7 in this field and select Day in the Day/Mth field. Note The information that you enter in this field is used only if you have not selected an aging period definition. |
Day/Mth |
Select the unit, either Day or Month, that is used to define the period in the Interval field. |
Printing direction |
Select whether to calculate balances and print the aging report for past or future periods. The dates are evaluated relative to the date that is selected in the Balance as on field. Select Backward to show information for past periods. Select Forward to show information for future periods. |
Details |
Select this check box to list the transactions that are included in the balances that are shown on the report. |
Include amounts in transaction currency |
Select this check box to include amounts in the transaction currency in addition to amounts in the accounting currency. If this check box is not selected, the amounts on the report are displayed only in the accounting currency. |
Negative balance |
Select this check box to include customer accounts that have negative balances. |
Exclude zero balance accounts |
Select this check box to exclude customer accounts that have a zero balance. |
Payment positioning |
Select this check box to display payments that have not been settled. These are displayed in the first column of the report. |
Customers |
The information displayed in this field group is determined by your selections when you create a query. |
How to work with reports
The following topics explain how to print a report and how to filter and sort the data on a report.
Details of this report
The following table explains where to find the report in the Application Object Tree (AOT) and how to navigate to the report in the Microsoft Dynamics AX client.
Detail |
Description |
|---|---|
Name of report in the AOT |
CustAgingReport |
Location of report in the AOT |
SSRS Reports\Reports\CustAgingReport |
Menu item of the report |
CustAgingBalance |
Navigation to the report |
Click Accounts receivable > Reports > Status > Customer aging. |
Where the data in this report comes from
The data on this report comes from the following sources:
CustTable table
CustAgingReportTmp table
Note
To determine where the data in the temp table comes from, view the cross-references for the CustAgingReportDP.processReport class.
If you are a developer, you can learn more about where the data on a report comes from by using the following procedure.
Open the AOT.
Locate the report in the SSRS Reports\Reports node.
Right-click the report and click Add-Ins > Cross-reference > Using (instant view).