Has anyone been able to replcate the functionality of the Aged Accounts Receivable Report in a Query?
Hey Matt,
Try this:
CustomerAgingDetail.baq (28.0 KB)
I can’t take credit, someone in the EUG built the bulk of the report, I modified it slightly.
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Thanks Lacey, this is almost what i am looking for, I am trying to find/build a BAQ that can do point in time analysis like the Aged Report
when you say “Point int time Analysis” are you wanting the BAQ to report the aging as of a specific date? If so, this requires the aging to “undo” all transactions going back to that date. It would also require adjusting the age back to that date. This would be a fairly complicated BAQ because it would have to back out all payments, new invoices, and any adjustments/credit/debit memos.
I have created some fairly complicated BAQs over the years, but I don’t know that I would want to tackle this one. It gets even more complex when you look at how payment terms are handled (with multiple payment options, etc).
An aging “as of now” is even complex when taking into account some of the payment terms.
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Thanks Tim,
I ended up figuring it out, and you are right it is a pretty complex query. I ended up doing it in SQL but it can definitely be done in an Epicor BAQ with alot of sub queries. I will post the SQL script once I have cleaned it up a bit.
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Dear mpeters, We have run the above query but it is providing the wrong values for Future, Current and Over 120 columns .
Result by executing query
AR Aging.xlsx (23.2 KB)
Result by AR Aging Report
Returns data fro current month onlt