To report or analyse Customer Aging, there are 3 reports available in Business Central:
Customer Detailed Aging
Customer - Summary Aging
Customer - Summary Aging Simp.
Customer Detailed Aging Report
The Customer detailed aging Detailed Aging report displays the balances that are due from customers, sorted by date interval, or aging period.
Steps
Search for Customer Detailed Agigng Aging Reoport (in the category Report and Analysis)
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When you click on the link, following window opens
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First filter that can be used is a Filter on Ending Date in category Options
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You can use filter on Customer No., Customer Posting Group and many more Customer related fields from the list:
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You can also filter totals by:
Currency Filter
date Filter
Global Dimension 1 and 2 Code
Ship-to Filter
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You will run the report by clicking on:
Send to - you can choose from many options (PDF Document, XML Document,…)
Print
Preview
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Document Appearance
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Customer - Summary Aging report
The Customer - summary aging Summary Aging report displays the balances that are due from customers, sorted by ending date.
Steps
Search for Customer Detailed Agigng Reoport Report (in the category Report and Analysis)
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When you click on the link, following window opens:
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In the category Options, user can filter the results based on Starting Date, Period Length and it can be also switched on or switched off if user wants to SAhow Show Amounts in LCY (local currency)
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You can also filter on Customer No., Search Name, Customer Posting Group and many more fields from the list:
...
You can also Filter totals by:
Currency Filter
Date Filter
Global Dimension 1 and 2 Code
Ship-to Filter
...
You will run the report by clicking on:
Send to - you can choose from many options (PDF Document, XML Document,…)
Print
Preview
...
Document Appearance
...
Customer - Summary Aging Simp.
The Customer - Summary aging Simp. report displays the balances that are due from customers, sorted by ending date.
Steps
Search for Customer Detailed Agigng Reoport Aging Simp. Report (in the category Report and Analysis)
...
When you click on the link, following window opens
...
In the category Options, user can filter the results based on Starting Date:
...
You can also filter on Customer No., Search Name, Customer Posting Group and many more fields from the list:
...
You can also Filter totals by:
Currency Filter
Date Filter
Global Dimension 1 and 2 Code
Ship-to Filter
...
You will run the report by clicking on:
Send to - you can choose from many options (PDF Document, XML Document,…)
Print
Preview
...
Document Appearance
...