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Topic: AR Aging/Customer Statements that align monthly finance charges with customer invoices 

1.  AR Aging/Customer Statements that align monthly finance charges with customer invoices

Posted 12 days ago
​We have been working for some time with no success to develop a custom AR aging report and customer statements that align or aggregate the finance charges associated with each customer invoice with that invoice.  We calculate finance charges in AX monthly for all customer invoices.  These monthly finance charges are posted to a single interest note for each customer.

We have been able to align the monthly finance charges with each invoice, but the issue we are having is that when there is a partial payment against a monthly customer interest note, AX is unable to determine how to allocate that payment across the finance charges by invoice.

We have been told that a customization that would allow AX to calculate separate monthly interest notes for each customer invoice would be complex and risky.  Has anyone else figured out how to make this work?

Thanks, Pete

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Pete Quinlivan
Public Broadcasting Service
Arlington VA
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