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Hello,
I'm trying to create a report we can use as a credit reference. I thought I could take the Customer Profile report and just add the AR Aging and date of last transaction to it but I can not get this to work. I am having issues getting the tables with the fields I need on this report. Has anyone done this or created a similar report on your own you wouldn't mind sharing? Thanks in advance.
I am working on a similar request for one of my clients. Once I have something concrete I will share in this post. If I were to do a report I would start fresh with a new report and several embedded sub-reports to display various historical and current data points. Our client has requested a dashboard for this purpose. Stay tuned.
@pmkohler Patrick, did you ever get this working? I would take a report or a Customer dashboard view for credit reference purposes-Acumatica offers nothing out of box that I can find (lack of standard reporting was surprising for an otherwise good ERP). Would appreciate any guidance you can offer.