@Larry Bradford - Just to add to the mix, there are custom options too such as:
1. BOI script running thru Windows Task Scheduler nightly that ages all customers the same way the system does today when running Period End, Aged Invoice Rpt, Statements, Rebuild Sorts for A/R, or Cash Receipts Update . The script would only run the the aging part. By default it would age as of today but could allow a custom Aging Date (like Aged Invc Rpt does).
2. ProvideX program that does the same as above (instead of BOI) if additional complexity is needed.
3. Perform Logic attached to V/I Export Job scheduled to auto-run every night. I did this once to age exported vendors where the 4 updated aging bucket values were set into AP_Vendor UDFs and exported to the CSV as well. It was part of a process to duplicate data into another system. But same could be done with aging customers.
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Alnoor Cassim
Email:
alnoor@asifocus.comPh: 949-689-9887
Orange County, CA
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Original Message:
Sent: 11-02-2020 21:58
From: Brett Zimmerman
Subject: Keeping AR Aging Categories Current
There was/is an issue (kb article) re: the 'as of date' when running the Aging via Task Scheduler inside Sage 100; it used the date of the last time the Aging was run regularly.
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Brett Zimmerman
Net at Work
Greater Boston Area
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Original Message:
Sent: 11-02-2020 14:27
From: Larry Bradford
Subject: Keeping AR Aging Categories Current
All customers are the one related to the open record?
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Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC
Fairfax VA
703-913-3500
Original Message:
Sent: 10-30-2020 14:56
From: Kevin Moyes
Subject: Keeping AR Aging Categories Current
Yes, but if you have Always set as the recalculation option, other things do too (opening customer in Customer Maintenance, opening an SO / invoice...).
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
Original Message:
Sent: 10-30-2020 14:44
From: Larry Bradford
Subject: Keeping AR Aging Categories Current
So Aging or the Statements recalculates?
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Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC
Fairfax VA
703-913-3500
Original Message:
Sent: 10-28-2020 18:05
From: Kevin Moyes
Subject: Keeping AR Aging Categories Current
Use the Sage Task Scheduler to run the Aging report every morning.
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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
Original Message:
Sent: 10-28-2020 17:49
From: Larry Bradford
Subject: Keeping AR Aging Categories Current
That will update when you access the customer currect? I want a way that it reflects today's calculations for all customers.
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Larry Bradford
Accounting Technology LLC Consultant and Owner
Accounting Technology, LLC
Fairfax VA
703-913-3500
Original Message:
Sent: 10-28-2020 17:08
From: Michelle Taylor
Subject: Keeping AR Aging Categories Current
Yes, set Automatically Recalculate Aging to Always in AR Options.
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Michelle Taylor
ERP Consulting Manager, CS3 Technology
918-388-9772