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Hi There
I am trying to get the aging of our debtors book at any point in time. Basically if I went back in time to a specific date, what would the debtors look like..
Currently Acumatica has a period sensitive report which works perfectly except that we can only use the end of each periods instead of any random date.
The current formula I am using is:
[ARRegister.SignBalance] * [ARRegister.OrigDocAmt] +
Sum( IIF(IsNull([ARAdjusting.AdjgDocDate],Today()+1) <= [AgeDate], [ARAdjusting.AdjgTBSign] * [ARAdjusting.AdjAmt], 0)) +
Sum(IIF(IsNull([ARAdjusted.AdjgDocDate],Today()+1) <= [AgeDate], ARAdjusted.AdjdTBSign] *([ARAdjusted.AdjAmt]+[ARAdjusted.AdjDiscAmt]+[ARAdjusted.AdjWOAmt]) - [ARAdjusted.RGOLAmt], 0))
ARAdusted is the ARadjust table linked with AdjdRefNbr.
ARAdusting is the ARadjust table linked with AdjgRefNbr.
I am having issues with ARAdjusting and ARAdjusted table totals. Seems to be duplicating one or the other for different documents.
I copied the formula from the Period Sensitive aged report and just changed anywhere it was period to age date.
Thanks for the assistance
Hi John,
What version of Acumatica are you on? In Acumatica 2020R1 the AR aging reports were updated to be sensitive to the date put into the aging date field, but if you had previously customized these reports, they may not have been updated. See page 44 here for more info: http://acumatica-builds.s3.amazonaws.com/builds/2020R1/PDF/AcumaticaERP_2020_R1_ReleaseNotes.pdf
From the link above" Starting from Acumatica ERP 2020 R1, the improved AR Aging (AR631000) and AR Aging MC
(AR631100) reports show released AR documents whose document dates are earlier than
or the same as the date specified by the user in the Age as of Date box on the Report
Parameters tab. The reports also show the document balances as of the aging date, each
of which is calculated as the difference between the original amount of the document and
the application amounts of the documents that were applied no later than the specified aging
date."
Hi Megan
Thanks for responding and getting back to me with the info and release notes. Much appreciated.
We do have 2020 R1 currently. But there are report versions so someone at service providers must've edited the report in previous versions. Would you be able to provide me with the .rpx file of the original report? if you wouldn't mind?
These are the latest versions from 2020R2
AR631000 - AR Aging
AR631100 - AR Aging MC
AR631500 - AR Coming Due
AR631600 - AR Coming Due MC
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