I suggest adding a filter to the Vendor aging report that makes it possible to run the report cross company. Adding a filter that can specify what legal entities to include in the report would be very helpful and time saving, for a lot of big customers, with a lot of legal entities in D365.
Comments
Fully agree with the request and prior comments. This would be very useful and is a standard offering in other ERP software.
Category: Reporting and Analytics
This is standard report in an accounting software in my opinion. You should not have to rely on reporting tool on top to review AP - especially in companies that does collaborated payments on behalf of other group companies.
Category: Reporting and Analytics
This would be great to have on the customer aging as well. Right now you can Age customer balances on multiple legal entities, but it's not viewable on the AR Aging report, and when you go to aged customer balances under Collections - if you click on transactions , it does not show "Global Transactions" making this a relatively useless feature.
Category: Reporting and Analytics
More arguments:Compliance and Auditing:Supports compliance and auditing requirements by providing a holistic view of payables across legal entities, making it easier to ensure that all liabilities are accounted for and managed.Customized Reporting:The ability to filter by legal entities allows for customized reporting, enabling stakeholders to focus on specific areas of interest or concern.Risk Management:Aids in identifying potential risk areas by highlighting legal entities with a high volume of outstanding payables, allowing for proactive risk management.Resource Allocation:Supports strategic resource allocation by enabling the finance team to identify where efforts should be concentrated for payment settlement.Scalability:As organizations grow and add more legal entities, having a cross-company report becomes increasingly important for maintaining oversight and control.By implementing a vendor aging report that spans across various legal entities and includes filtering options, organizations can significantly enhance their financial management capabilities, making it easier to manage vendor relationships, comply with regulations, and make informed business decisions.
Category: Reporting and Analytics
In Microsoft Dynamics 365 Finance and Operations (FO), having a cross-company Vendor Aging report can be immensely beneficial for organizations managing multiple legal entities or subsidiaries. Below are some arguments supporting the implementation of a cross-company vendor aging report with the ability to filter by legal entities:Consolidated View:Provides a consolidated view of outstanding payables across different legal entities, enabling a comprehensive understanding of the company's overall liabilities.Enhanced Decision-Making:Enables better decision-making by allowing management to see which legal entities have the most outstanding payables and allocate resources accordingly.Streamlined Processes:Streamlines the accounts payable process by reducing the time and effort required to consolidate data manually from different legal entities.Improved Cash Flow Management:Assists in managing cash flow more effectively by identifying which legal entities are due for payment and prioritizing payments accordingly.Vendor Relationship Management:Helps in maintaining healthy vendor relationships by ensuring timely payments and managing vendor expectations across different entities.Efficiency and Productivity:Increases efficiency and productivity by reducing the need to run separate reports for each legal entity and then manually consolidate the data.
Category: Reporting and Analytics
What a great idea!
Category: Reporting and Analytics