180 days - customer aging report

Hi Experts,
I'm required to revise the Customer Receivable Aging Report from  Business Partners > Business Partner Reports > Aging > Customer Receivable Aging.  the Standard report shows only up to 120+ days.  We require  180+ days.  Could you help me with the work around on this.

Hi Sachin,
Could you please send your SQL (and maybe also Crystal Report) for SAP B1 "Customer Aging Report" to me too?
I am trying to write the SQL which will mimic the SAP B1 standard report, and then add a few more fields because Management wants these.I need to do a lot of Excel gymnastics each time I produce an ageing. I am looking for an SQL Query that will   give the same total as the standard report. It must also list all outstanding invoices individually and their amounts, as well as all other unreconciled items.
Send me what you have (SQL). I'll try to modify it to suit my requirements. As I'm newbee, it is much easier for me to start from some existing code.
Thanks a lot
LEONLAI

Similar Messages

  • Customer Aging Report

    Hi all,
    Our client requires aging report
    for a customer in the following format
    Customer Code,Name,0-30 Days,31-60 days,61-90 days,
    91-120 days,121-150 days,151-180 days,180 + above days,Row Total (all days).
    Condition:  By Aging date
    Thanks
    Jeyakanthan

    Hi Jeyakanthan,
    SAP Business One displays the relevant open receivables in four columns for the time interval for customer aging report.
    The fourth column includes open receivables for the days/months/periods prior to the first three columns. For more information please refer to the explanation for 'Time Intervals' field in Online help.
    Based on the testing in 2007 version, it is improved that there is one more column added there, which means if you set 'Time Intervals' as month, you may get five columns in aging report, the first four columns are for 4 months and the last column shows open receivables for the months prior to the first four columns.
    Regards,
    Van Xue
    SAP Business One Forums Team

  • Regarding Customer ageing report logic in R/3.

    Dear
    Experts
    i  have requirement to develop customer ageing  report logic for input 30,60,90,180,360
    i  don' t have any idea hw can i take these values  in input& hw can i caluclate the   values
    i  searched in  sdn, i did n't get any  suitable answer..
    Regards
    Spandana

    Hello,
    Go to transaction code FDI4
    Select Form Type RFFRRD20 Line item analysis
    Give your form name and description
    Structure (Two axis) - as defaulted
    Click on Create
    You will have lead column
    Delete the rows 2, 3 and 4
    Double click on column 1
    Enter the customer numbers from 1 to 999999
    First column double click  (A)
    Slelect following values
    Due date analysis 1
    Days for net due date 0 to 30
    Give the short name, medium name and long text for the column.
    Repeat this step in next columns like 31 to 60, 61 to 90, 91 to 120 and 121 to 99999 days etc in other columns and select due date analysis 1. (B,C,D,E)
    Create one more column by way of formula. To create a new column you need to double click on blue line. Put formula add all five columns you have created above. (F = ABCDE)
    You prepare one more column with
    Due date analysis 2 (G)
    Now you prepare one more column add (F+G) = This will be total open items = over due and not due.
    Now go to FDI1 and prepare a report - assign the form created in FDI4 to the report.
    Characteristics you need to select are
    Account Type (Select Account Type as D for customers)
    Currency
    Customer
    Document Type
    Special G/L Ind
    Company Code
    Change the output types and options according to your requirement.
    Refer FDI2 and FDI3 for other standard reports created.
    Refer FDI5 and FDI6 for other standard forms created.
    Save your report and execute.
    Regards,
    Ravi

  • Customer Aging Report Query (without invoices offset by incoming payment)

    Hi All Experts,
    May I know is there any field from JDT1 mention which invoices is already offset by the Incoming payment or AR Credit note? Because I do not want those invoices that already offset by incoming payment appear at the Customer Aging Report. Meaning, the data appear in the Customer Aging Report is only show those invoices that yet to pay by the customer. Kindly give some advise on it. Thanks a lot.
    Thanks and regards,
    Angie Ng

    Hi David,
    Thanks for your suggestion. I have try it, but all of my JDT1.IntrnMatch is in 0 value. Meaning in my situation it is none of any reconcilliation making. But from my SBO window, i manage to see that actually this incoming payment is pay for which invoices. Problem is it is difficult for me to do the possiblity logic that might be happen in my Customer Aging Report Query. Please give some advise that how to show only those invoices yet to pay? The current query will show all the data no matter the invoices or credit memo has been offset.
    select OCRD.cardcode 'Supplier Code',OCRD.cardname 'Name',sysdeb  'Debit GBP',syscred 'Credit GBP',
    case JDT1.transtype
    when '13' then 'INV'
    when '14' then 'AR CN'
    when '24' then 'INCOMING'
    else 'Other'
    end 'Type',
    Ref1,
    fccurrency 'BP Currency',
    CONVERT(VARCHAR(10), refdate, 103)'Posting Date' ,
    CONVERT(VARCHAR(10), duedate, 103) 'Due Date',
    CONVERT(VARCHAR(10), taxdate, 103) 'Doc Date' ,
    CASE
    when (DATEDIFF(dd,refdate,current_timestamp))+1 < 31
    then
    case
    when syscred <> 0 then syscred * - 1
    else sysdeb
    end
    end "0-30 days",
    case when ((datediff(dd,refdate,current_timestamp))+1 > 30
    and (datediff(dd,refdate,current_timestamp))+1< 61)
    then
    case
    when syscred <> 0 then syscred * - 1
    else sysdeb
    end
    end "31 to 60 days",
    case when ((datediff(dd,refdate,current_timestamp))+1 > 60
    and (datediff(dd,refdate,current_timestamp))+1< 91)
    then
    case
    when syscred <> 0 then syscred * - 1
    else sysdeb
    end
    end "61 to 90 days",
    CASE
    when (DATEDIFF(dd,refdate,current_timestamp))+1 > 90
    then
    case
    when syscred= 0 then sysdeb
    when sysdeb= 0 then syscred * - 1
    end
    end "90 + days"
    from JDT1,OCRD where JDT1.shortname = OCRD.cardcode and cardtype = 'c' and intrnmatch = '0'
    ORDER BY OCRD.CARDCODE, taxdate

  • Problem in Logic for Customer Ageing Report

    Hi,
    I am developing a Customer Ageing Report in which i am facing a problem i.e. i am taking tables BSID,BSAD in which i ham taking the open items first and then i am using for all entries in it on the open items and i had debugged it and data picking is correct .
    But the MAJOR problem comes when the data is stored in the respective coloumns i.e. 0-30 ,31-60-61-90 etc.. Currently i am comparing the code with the Standard Report i.e.S_ALR_87012126 it is not coming accurate...
    Is there any way to solve this problem ....
    Edited by: nav009 on Jan 8, 2010 11:39 AM

    Hi,
    First you need to calculate the Due date of the Transaction with the help of FM 'NET_DUE_DATE_GET'.
    Once you get the Due date calculate the value wf_nod  as wf_nod = p_budat - wf_due_date where p_budat is the date on which you want to run the ageing report and wf_due_date  is due date of the transaction.
    once you get this wf_nod write the following logic :
          IF wf_nod < 0.
            wa_tab-ndue = wa_data-dmbtr.
          ELSE.
            IF wf_nod <= pnod1.
              wa_tab-amt1 = wa_data-dmbtr.
            ELSE.
              IF wf_nod > pnod1 AND wf_nod <= pnod2.
                wa_tab-amt2 = wa_data-dmbtr.
              ELSE.
                IF wf_nod > pnod2 AND wf_nod <= pnod3.
                  wa_tab-amt3 = wa_data-dmbtr.
                ELSE.
                  IF wf_nod > pnod3 AND wf_nod <= pnod4.
                    wa_tab-amt4 = wa_data-dmbtr.
                  ELSE.
                    IF wf_nod > pnod4 AND wf_nod <= pnod5.
                      wa_tab-amt5 = wa_data-dmbtr.
                    ELSE.
                      IF wf_nod > pnod5.
                        wa_tab-amt6 = wa_data-dmbtr.
                      ENDIF.
                    ENDIF.
                  ENDIF.
                ENDIF.
              ENDIF.
            ENDIF.
          ENDIF.
        ENDIF.
    Collect wa_tab into it_tab.
    where pnod1.......pnod5 are the aging period as 30,60,90,180,365 etc.
    by this you will get correct results.
    Please get back to me if you need some more help on this.
    Regards,
    Nikhil

  • Customer Aging Report. Pl help me in this issue.

    Problem in Customer Aging Report.
    1. No concrete solution given to take project wise, bill wise. 2. Opening dues break up - project wise. Bill wise. 3. Aging days not able to select the required interval. Only standard intervals are available. 4. How to find the exact payment payable/ receivable for an vendor/customer.

    Hi Arun...........
    You can get the invoice wise aging. Once you run aging report you have to only double click on the sequence no grid.
    Hope this will solve the issue........
    Regards,
    Rahul

  • Customer aging report - receipts also displayed

    hi all,
    Customer aging report is showing all outstandings &
    also receipts from customer,
    we want only customer outstanding in intervals of days ?
    Jeyakanthan

    Hi Jeyakanthan,
    I take it you are using a version prior to 2007.
    When you run your ageing report by journal entries, B1 will show you the full amount as due for all partially paid invoices & also, in another row, the actual partial payment. This is due to the 2 different reconciliation engines. You need to manually reconcile the invoices with the partial payments, then they will no longer appear in the ageing by journal entry.
    To determine which payments belong to which invoice, you could run the report by marketing documents. There B1 will show you the remaining outstanding amounts only, from which you can deduct the payment(s) & thence reconcile the correct documents.
    As a rule, SAP recommends to only run the ageing reports by journal entry.
    If you are looking for more info on reconciliation, please have a look at the IRU landing page:
    http://service.sap.com/~sapidb/011000358700000380562007E
    All the best,
    Kerstin

  • Question about customer aging report

    Greetings,
    One of our Business One consultants needs the information from the customer aging report under the financials\accounting\aging section of Business One. I am trying to help him do this but I do not know how to find the query or stored procedure that is executed to produce this report. Does anyone know the answer to this or maybe know how I can find out what query is executed?
    Thanks.

    As you know there is two ways of generating customer recevieable report:
    1. By Journal Entry
    2. By Sales Documents
    I can not find a stored procedure also, but after analyze SBO-application queries it uses this query:
    SBO query to get customer with balance
    SELECT T0.CardCode, T0.CardName, T0.Balance, T0.BalanceFC, T0.BalanceSys, T0.Currency, T0.DunTerm, T1.MonthDays, T1.YearDays, T1.YearlyRate, T1.MaxLevel FROM  [dbo].[OCRD] T0   LEFT OUTER  JOIN [dbo].[ODUT] T1  ON  T1.TermCode = T0.DunTerm   WHERE T0.CardType = N'C'  AND  (((T0.Currency = N'NOK'  OR  T0.Currency = N'##' ) AND  T0.Balance <> 0 ) OR  (T0.Currency <> N'NOK'  AND  T0.Currency <> N'##'  AND  T0.BalanceFC <> 0 ))  ORDER BY T0.CardCode
    Then send CardCode variable to this query that retreives selected customer:
    SELECT T0.BatchNum, T0.TransId, T0.TransType, T0.CreatedBy, T1.RefDate, T1.DueDate, T1.LineMemo, T0.Ref1, T1.Credit, T1.Debit, T1.FCCredit, T1.FCDebit, T1.SYSCred, T1.SYSDeb, T1.SourceLine, T1.Ref1, T1.Account FROM  [dbo].[OJDT] T0  INNER  JOIN [dbo].[JDT1] T1  ON  T1.TransId = T0.TransId   WHERE T1.ShortName = N'10001' AND T1.IntrnMatch = 0   ORDER BY T1.DueDate
    Antoher easy way is ot create a query like this
    (ref.SAP Note 740241 - User Report for days over duedate on AR Invoice):
    SELECT T0.CardCode, T0.CardName, T0.DocDueDate, Convert(numeric, GetDate()) - convert(numeric, T0.DocDueDate ) as 'Days After DueDate', T0.DocTotal, T0.PaidToDate, (T0.DocTotal - T0.PaidToDate) as 'Debt' FROM OINV T0 WHERE T0.DocStatus = 'O' and Convert (char, T0.DocDueDate, 103) <= convert(char, GetDate(),103) FOR BROWSE
    Hope this helps
    Brgs,
    Geir

  • Customer aging report-needs the line items behind it

    We have created a Z report for customer aging report,is it feasible to get the drilldown against each aging bucket.I.e to call the FBL5n report to be displayed to see the line items behind each aging bucket.
    Regards
    Rekha

    If standard report does not suffice your requirement, then create your own.
    FOR vendor USE K in transaction code instead of D.
    Hello,
    The following example I have given is for customers.
    The only difference is in transaction codes. For customer you go to FDI1, for vendor you go to FKI1 (reports).
    For Customer you go to FDI4, for vendor you go to FKI4 for forms.
    Remaining all are the same.
    Hello,
    Go to transaction code FDI4
    Select Form Type RFFRRD20 Line item analysis
    Give your form name and description
    Structure (Two axis) - as defaulted
    Click on Create
    You will have lead column
    Delete the rows 2, 3 and 4
    Double click on column 1
    Enter the customer numbers from 1 to 999999
    First column double click (A)
    Slelect following values
    Due date analysis 1
    Days for net due date 0 to 30
    Give the short name, medium name and long text for the column.
    Repeat this step in next columns like 31 to 60, 61 to 90, 91 to 120 and 121 to 99999 days etc in other columns and select due date analysis 1. (B,C,D,E)
    Create one more column by way of formula. To create a new column you need to double click on blue line. Put formula add all five columns you have created above. (F = ABCDE)
    You prepare one more column with
    Due date analysis 2 (G)
    Now you prepare one more column add (F+G) = This will be total open items = over due and not due.
    Now go to FDI1 and prepare a report - assign the form created in FDI4 to the report.
    Characteristics you need to select are
    Account Type (Select Account Type as D for customers)
    Currency
    Customer
    Document Type
    Special G/L Ind
    Company Code
    Change the output types and options according to your requirement.
    Refer FDI2 and FDI3 for other standard reports created.
    Refer FDI5 and FDI6 for other standard forms created.
    Save your report and execute.
    From there you can put the cursor on customer number and from the menu goto -> line items then it will go for each line item wise..
    Regards,
    Nauma

  • SGD Exchange Rate Difference JE appears in Customer Aging Report

    Dear Experts,
    SAP Version: 8.81
    Local Currency: SGD
    We perform Exchange Rate Difference for a USD BP to calculate the unrealized gain/loss during month-end, JE created successfully.
    Next, we go to Customer Aging Report and select this USD BP.
    When i choose to view the Aging Report in Local Currency, the USD Invoice will appear in SGD + Exchange Rate Difference JE in SGD, the total balance can appear in SGD with no problem.
    When i choose to view the Aging Report in BP Currency, the USD Invoice will appear in USD + Exchange Rate Difference JE in SGD, i can't see the total balance as it is appeared as xxxxx.
    Above is the behaviour in 881.
    Last time in SAP 2005, when i choose to view the Aging Report in BP Currency, the Exchange Rate Difference JE in SGD will not appear, therefore i can see the total balance in USD.
    What is your opinion about the behavior in 881? Will you consider it as design or issue?
    Thanks.
    Regards,
    Lay Chin

    Dear all,
    This problem is no longer there when upgrade to 881 Patch 08.
    Regards,
    Lay Chin

  • Asking Exchange rate at the time of Customer aging report

    Dear All,
    I am facing one problem, when I am asking customer aging report the system is asking to enter exchange rate.but at the time of vendor aging is working fine does not asking any exchange rate,this problem happens only one specific  user, not for other users.
    In other users it is working fine.Do we need to do any configuration for that user for working this customer aging report.
    Please give solution as soon as possible
    Thanks advance.
    Regards
    Komanduri.

    We faced the same problem today.
    Finally, we found out the user accidentally selected the currency which we didn't set the exchange rate in the aging report.
    After the aging report is generated, we can change the currency in the upper left corner.
    If we didn't set the rate of that currency, it will keep asking.
    Even if we close the aging report and open again, it  will still ask for that currency before it could generate the report
    When we set the rate of that currency, it will not ask exchange rate again

  • Customer Aging Report(without reconciled transaction)-what types of documents are considered?

    Hi Friends,
    As per my knowledge,Customer Aging Report consider only those documents(ar invoice,ar downpayment,incoming payment-payment on a/c,ar credit memo) which are open and showing balance due and standalone JE against Customer.
    As I cross checked,I found those standalone JE where Customer and round off account are considered as debit,credit are not considered by 'Customer Aging report'.
    So,I just want to know what are all the logic based on which SAP B1 standard report 'Customer Aging ' (without reconciled transaction ) consider the documents????

    Which SAP B1 Version and Patch is under use at your end ?
    There were issues in SAP B1 regarding reconcilliations in versions prior to 2007 series.
    Samir Gandhi

  • Customer ageing report for fbl5n

    hi all,
    I want to develop an customer Ageing Report in abap  to calculate the net due date  which is similar to the Tcode fbl5n but the problem is functional consultant told me about this tcode  and there is no such information regarding the specified tables which are to be used. I had searched in SDN also but i did not got the desired information.
    regards,
    karthik
    Edited by: k.vinu.karthik on Jul 23, 2010 7:21 AM

    Use the development tools available to you - the transaction and a sample account is all you need.  Debug, ST05, SE30, etc....

  • Customer ageing report

    Dear All,
    I checked in SCN and did not find answer for my query so posting here.
    This is with reference to customer ageing report,
    we are developing z report for customer ageing since we could not get customer specific report either through standard transaction or FDI4/FDI0 level.
    So, we are developing Z report for customer ageing.
    My doubt is, case where Customer is also a vendor
    in BSID table we can get customer open item balances. which means  due and not due balances. This is clear.
    but how to bring Net off  balances (customer open items - vendor open items)  into ageing report like (0-30, 31-60, 61-90, 91-120 & >120).
    Kindly share the ideas to get net off balances into ageing.
    also let me know how would I confirm that my zreport showing the correct values.
    Thanks in advance.
    Regards,
    Ganesh

    In simple terminology ageing analysis is
    Listing of amounts due to the business (by debtors) by splitting them into different categories based on how old the debts are.
    In SAP you could view the Ageing reports of Debtors in the easy access. The path being
    Financial Accounting-aAccounts Receivable-Information System-Reports for Accounts ReceivableAccounting-Customer Balances
    Thanks & Regards
    phaneendra

  • Customer aging report in Sales Order PLD

    My customer would like to have customer aging report to be displayed in Sales order PLD. kindly let me know whether it is possible through system variables. if so, please let me know the system variable values for diferrent aging periods like 0-30, 30-60, 60-120, and 120+. etc. Pls suggest any other solution if this is not workable.

    Hi Rajesh
    The system variables exposed for the ageing report will not be available for the sales order report. You will need to create multiple fields on the PLD to achieve this. The best would be to use the JDT1 table and Select Debit minus Credit columns. Then add fields with dates as rules and apply each ageing block to each date period (rule) as a sum of debit - credit. Unfortunately SAP Business One does not have a balance table where balances are stored, and they are always calculated on the fly from the journal tables. The alternative is to add a User Defined Table and store the Ageing in this table, and then simply join this table to the BP for the sales order in the PLD. Updating the table will have to be done possibly with a stored procedure.
    Kind regards
    Peter Juby

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