Dynamically grouping Accounts Receivables

[EnterpriseDNA]

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Accounts Receivable Aging

Hello, I’m having an interesting issue that I can’t solve. I am trying to get a breakdown of AR aging using due date and sort by selected date. Inside the data there are three dates: Invoice Date Due Date Payment Date If payment date is blank, then the invoice is unpaid. However, there are a few data errors that I have to remove inside the formula, that that is the following: If payment date is blank and amount paid is > 0, then the invoice is paid. You will see this inside the Due Date …

Turn static time measure for stock level into dynamic time measure

Hi All, at this moment I’m working on a project to calculate a stock aging overview. The difficult thing in this case is that we don’t have a table with dates of arrival for the goods to arrive, so we can’t use that arrival date to calculate something like Today -/- Arrival date is aging days But based on the daily stock levels (Stockmovement table provides us a daily snapshot table that gives the stock per product per day), and the Sales numbers, I have managed to calculate the purchases pe…

Dynamic reporting of accounts receivables ageing

Hello @M_K, Thank You for posting your query onto the Forum. The Total Invoices amount didn’t changed because there’s no active relationship between Dates table and the Accounts Receivable table due to multiple dates involved. Below is the screenshot provided for the reference. [Dynamic Accounts Receivable - 1] In order to activate the relationship and find out the total invoices value by each of the respective dates you can try out the below formulas to activate the relationships by using …