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Global Accounts Receivable Aging 10+ legal entities

  • 1.  Global Accounts Receivable Aging 10+ legal entities

    Posted 17 days ago
    Hello, is there a way to run a "Global Accounts Receivable Aging" for 10+ legal entities all at once?

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    Terra Rollins
    Controller
    Augeo Affinity Marketing
    St. Paul MN
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    Conference-AXUG_200x200


  • 2.  RE: Global Accounts Receivable Aging 10+ legal entities

    TOP CONTRIBUTOR
    Posted 14 days ago
    The process to age your accounts receivable will allow you to select multiple legal entities on the parameters screen.  You should schedule this to run nightly so that your aging is always current.  I believe if you select multiple legal entities, D365 will create separate batch jobs for each legal entity.

    If you are talking about a global aging report.  I would suggest exporting the customer and account receivable aging data entities to a BYOD database.  That will provide the aging data for all legal entities in a single table.  From there you can create a report in Excel or tool of your choice.  Unless you customize the account receivable aging data entity to be cross-company, you will have to create and schedule a batch job to export the aging data for each legal entity that you are interested in.

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    Mark Schurmann
    Accounting Systems Manager
    Automobile Protection Corp
    Norcross GA
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    Conference-AXUG_200x200


  • 3.  RE: Global Accounts Receivable Aging 10+ legal entities

    Posted 14 days ago
    The periodic task: Age Customer Balances is set to run for each legal entity. But you can set a batch job to run each legal entity of AR customer balances at the end of day while no one is using the system each night so that you have the latest Customer Balance Aging Snap shot for the next day. This is one time setup for each legal entity for all of your companies.
    Credit and Collections>>Periodic tasks>Age Customer balances. Click Parameter you will see the Company Range tab where one current legal entity is checked. Go to the tab Run in the background and check Batch Processing and go the Recurrences to set up your daily routnines.
    Hope this will help!

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    Gary Gong
    Independent Solution Architect for Dynamics 365 Finance and Operations
    ORLANDO FL
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    Conference-AXUG_200x200


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