Customer Aging Part 1: How to Set up an Aging Period Definition in Dynamics 365 F&O

When generating a customer’s aging in Microsoft Dynamics 365 for Finance and Operations, there are several different ways to view and slice the data. Setting up the aging buckets and learning how to run the reports will provide so much visibility into the health of your company’s incoming cash flow and whether there are problems with late payments that need to be addressed.

This article is Part 1 of the first in a series of two articles that review the customer aging process, written by UG Expert Kelly Gustafson.