Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Samantha Higdon]

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Hi Stephanie,

The first step is to update the aging bucket set up in GP.

Go to Sales>>set up>>Receivables or Go to Microsoft Dynamics GP>>Tools>>Set up>>Receivables. From here you can control whether you age by due date or document date and create the custom buckets you want.

Below is a link that walks you through how to add to the summary AR HATB. The same general logic would apply to the detail version. Please note you may need to repeat some of the steps (adding the actual fields) if you are adding more than one additional bucket.

https://learn.microsoft.com/en-us/troubleshoot/dynamics/gp/add-aging-buckets-the-report

If anything in the link doesn’t make sense, please just let me know.

Best,

Samantha

learn.microsoft.com

Add aging buckets to the report - Dynamics GP

Describes how to use Report Writer in Microsoft Dynamics GP to add aging buckets to the RM Summary Historical Aged Trial Balance report.

[Stephanie Myers]

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Thank you! I will give it a try!