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My ERP is Dynamics 365. I am not sure whether to post in dynamics 365 forum or here. But posting in both. I am importing customer aged balance using Odata feed from custagedbalance entity in 365. The import data has aging date defaulted to 6/1/2023 and the balance is calculated as on that date. I tried to change the aging date in Power query to 6/30/2023 but the balance is not getting re calculated. I tried to refresh the query. Still the date is defaulting to 6/1/2023. How do change the date to 6/30/2023 and then next month, the date should be automatically be changed to 7/31/2023 in my reports. I am not sure if some settings need to be updated in F&O.
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@Sreerams26 I would think that you would need to setup an aging period definition: Set up and generate accounts receivable aging information - Finance | Dynamics 365 | Microsoft Learn
Kind of curious why you are not using the Customer Aging Report in Management Reporter:
Customer aging report - Finance | Dynamics 365 | Microsoft Learn
Best Practices: Customer Aging Report | Microsoft Learn
Thanks for the information. I performed the periodic task to update the balances as of the required date. However, this is a manual activity that is required to be done in 365. Is there a better option to get the latest data in to Power BI without the manual intervention. Secondly, From your video, I understand that a csv file can be extracted for the period that we give. Is that possible to do it as a direct query and have the aging data for multiple period so that I can see teh actual trend of customer aged balances
@Sreerams26 I would think that you would need to setup an aging period definition: Set up and generate accounts receivable aging information - Finance | Dynamics 365 | Microsoft Learn
Kind of curious why you are not using the Customer Aging Report in Management Reporter:
Customer aging report - Finance | Dynamics 365 | Microsoft Learn
Best Practices: Customer Aging Report | Microsoft Learn
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