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[Maggie Dominguez]

How do can we report customers that make payments within terms?  Is there a status we can apply to them?

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Maggie Dominguez
CGI Windows and Doors
Hialeah FL
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[Kerstin Newman]

You can export the Customer entity (in Excel) – Terms of payment is a field in the entity. However you usually do reporting with data from D365, you can use the data from the customer entity to look at payment terms. Can I ask why you want to give them a status?

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Kerstin Newman
Business Analyst
StarTech.com
London ON
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[Stacy Black]

I would recommend that you look into using the Credit and oollections> Credit rating. 

This field can be added to your Custoemr list page as well as the Credit and collecgtions module> Aged balances.  You might also look into using the new Credit management and setting up risk factors and use this to rank your Customers according to how they pay.

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Stacy Black
Senior Finance Consultant
MCA Connect
Mukilteo WA
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