DO YOU KNOW … How to use more than six aging buckets? 19 Sunday Jul 2020 Posted by Ludwig Reinhard in Accounts Receivable ≈ 5 Comments TagsAnalysis, Customer aging snapshop, customer transactions, Electronic reporting Share this:TwitterFacebookLike this:Like Loading... Related
Hi Ludwig, I tried posting using your setup.. My excel report only generates company name and amount, all other fields are blank. Any idea what could possibly be the reason ?
Ludwig Reinhard said:
Hello Dhruv, If you send me a private message to my email then I can export and forward you the model and configuration so that you can play around with the things I used. Best regards, Ludwig
Eliska Skrobova said:
Thank you Ludwig, for the idea how to solve this problem using ER and formulas in excel.
Users often want/need to see information about the status of transaction valid as of a certain date.
I didn’t notice any option to enter a report date in your video. Would it be possible to show the open transaction as of certain date in history using ER solution? I am not quite sure that it is possible to get this information from open customer transaction.
Ludwig Reinhard said:
The idea of this post was never to provide users with a kind of ‘historical’ aging bucket report.
This would require additional setups, as some of the open transaction from let’s say last months have already been paid and settled.
Yet also this is doable if you invest sufficient time into the ER design.
The question is whether and how often one needs this kind of analysis.
As I mentioned, I did not have the intention to design such as report.
If you need it, feel free to extend and build upon what MS delivered and what I shared in this post.
Would be great if you could share your final configuration with the community.
Many thanks and best regards,
yes, I understand that creating this “historical aging bucket report”, as you called it, wasn`t your intention. Still I love the idea of combining ER capabilities with “basic” excel formulas. Currently we are looking for some most efficient solution for this once a year required report, so I believe we will find some another workaround. But maybe in the future it would be an interesting idea to solve this using ER.