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Days Sales Outstanding reporting out of D365

  • 1.  Days Sales Outstanding reporting out of D365

    Posted Apr 15, 2020 01:36 PM

    What's the best way to get a Days Sales Outstanding reporting out of D365? I am looking for it at the company level but also at the customer level.

    I looked under credit and collections and there does not seem to be a canned report for this... I assume we could build this in Financial Reporter but would like to know what others have done... maybe there is an easy way.

    Thanks in advance.



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    Travis Kurtz
    Mansfield Oil Company
    Gainesville GA
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  • 2.  RE: Days Sales Outstanding reporting out of D365

    D365UG/AXUG ALL STAR
    Posted Apr 16, 2020 09:16 AM
    Hi Travis,

    In 10.0.9, new Credit management functionality as released. You may need to enable it in Feature management if you haven't already.

    In Credit and collection parameters, you can set your DSO parameters.

    DSO in Credit and collections parameters

    At the Customer level, you can see the DSO information in the Related information Fact box on the right side of the screen.

    DSO at customer level

    I do not have any data here because this is a demo environment. 


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    Kelly Kane
    Customer Experience Manager
    Ellipse Solutions LLC
    Dayton OH
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    Original Message


  • 3.  RE: Days Sales Outstanding reporting out of D365

    SILVER CONTRIBUTOR
    Posted Sep 17, 2020 02:57 PM
    Hi Kelly,

    We are about to go live with the new credit module in 364 in October and in our test database we have set up the DSO info as follows but we are getting negative numbers on all of our customer statistics, is there something we are supposed to run prior to going live?

    I hope you can see this and then on the statistics its showing for example


    ------------------------------
    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
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    Original Message


  • 4.  RE: Days Sales Outstanding reporting out of D365

    Posted 10 days ago
    Hi Mara,

    Were able to resolve this issue with DSO? I am seeing the same thing and not finding a solution. I'd love to hear your feedback (or anyone else).


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    Steve Carter
    PCS Senior Consultant
    Blue Horseshoe
    Carmel IN
    ------------------------------

    Original Message


  • 5.  RE: Days Sales Outstanding reporting out of D365

    SILVER CONTRIBUTOR
    Posted 10 days ago
    I was not ever able to get this resolved but i did notice another conversation about this recently and the woman helping has her numbers.. please look to this link and see if you get any help here

    https://www.axug.com/axug/communities/community-home/digestviewer/viewthread?MessageKey=db0791b2-0fe3-4f6a-91c3-cca21bae7017&CommunityKey=af0dadbe-c222-4660-9d1e-a9e3416c837a&tab=digestviewer#bmdb0791b2-0fe3-4f6a-91c3-cca21bae7017

    ------------------------------
    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA
    ------------------------------

    Original Message


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