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AR Aged Statement Customized Report

By sage300 | February 18, 2017
0 Comment

Recently we had a chance to work on the AR Aged Trial Balance Report for one of our client. This report resides in Sage 300 under Account Receivable Module => A/R Transaction Reports => Aged Trial Balance.

Aged Trial Balance report list accounts receivable with outstanding balance by age buckets (30\60\90 days etc.). This report provide different options like printing report in detailed form, listing all outstanding documents for each customer, or summary form, printing one line for each customer number, including the current balance and the balance in each aging period. This report shows customer outstanding transaction for current period up to four aging periods. It also allows user to print report by using document date or posting date.

New Stuff: Sage 300 Customization to Print AR Aged Trial Balance Report for multiple companies

We have created a customized AR Aged Statement report for multiple SAGE 300 companies having same customer in all the companies. We have filtered the report on the basis of customer number and Statement date which is equivalent to Document Date on AR Aged Trial Balance Report.

We have considered the all below transaction types while printing the report.

  • Invoice
  • Debit Note
  • Credit Note
  • Unapplied Cash
  • Receipt
  • Adjustment
  • Interest
  • Prepayment
  • Refund

If Invoice/Debit note/Unapplied Cash/Refund is printing the amount will be printed in Debit column (Dr) and If Credit/Payment/Prepayment/Payment/IT – Interest Payable/Applied Receipt/ Adjustment/Earned Discount is printing the amount will be printed in Credit column (Cr). To calculate and display the ageing buckets we have executed the standard Ageing View passing the parameters as shown in below Snapshot.

AR Aged exe

In the Snapshot above we have selected statement date as 18 th February, 2025 so the closing balance from 18 th December, 2024 to 18 th January, 2025 will be the opening balance for all the customers and from 19 th January, 2025 to 18 th February, 2025 all transactions will be printed for all customers which is shown in the below snapshot.

Aging report

So using our customized Aged Report you can generate the Ageing for all the Sage 300 companies at once.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

Related Posts

  • Sage 300 Customization to Print AR Aged Trial Balance Report for multiple companies
  • Add Comments in AR Aged Trial Balance Report
  • AR Invoice Report
Category: Sage 300 Tags: Ageing, AR Account Statement, AR Ageing Report, AR Entry, customer
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