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Create an aging snapshot

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Create aging snapshot records for all customers or for the customers in a customer pool. Aging snapshot information is shown on the Collections list page and in the Collections form. You must create an aging snapshot before you can use the list page. The list page shows information only for customers for whom an aging snapshot has been created. For more information, see Customer aging snapshot (form).

  1. Click Accounts receivable > Periodic > Collections > Customer aging snapshot.

  2. Select an aging period definition.

  3. Optional: Select a pool. For information about how to set up a customer pool, see Set up collections.

  4. Select the type of date in the transaction records to use to assign transactions to aging periods.

  5. Select a date to base the aging snapshot calculations on.

    Note

    If the aging snapshot process will run as part of a batch, select Today's date in the Aging as of field. Otherwise, the aging snapshot is always created for the same date.

  6. Optional: Click the Company range tab and select the legal entities to include in the aging snapshot.

  7. Optional: Click the Batch tab and set up batch processing.

  8. Click OK.