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Setup page · Accounts payable

Aging period definitions

A setup page for user-defined aging intervals for vendor accounts.

Used by
Accounts payable manager, Auditor, Accounting manager and 1 more role
Business process
Analyze accounts payable effectiveness in Dynamics 365 Finance
Menu item
VendReportInterval
Main table
StatRepInterval
Data entity
AgingPeriodDefinitionEntity
Setup steps
1 on this page
Show what matters for

Everyone

1What it is and why

What it isA setup page for user-defined aging intervals for vendor accounts.
What you do hereUsed to define the intervals that analyze the maturity distribution of vendor accounts.
ExampleFor example, a typical definition has periods such as Current, 31-60, 61-90 and Over 90 days, where Over 90 includes transactions dated more than 90 days before the aging date.
Aging period definitions page in Dynamics 365
The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business processAnalyze procurement and sourcing › Analyze account payable › Analyze accounts payable effectiveness in Dynamics 365 Finance
Menu pathAccounts payable › Setup › Aging period definitions
Set up first—
Used next byVendor aging report Microsoft Learn ↗
Related pagesLine of business Microsoft Learn ↗

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Aging period definitions1 screen

Define the user-defined intervals that aging lists and reports use to analyze the maturity distribution of vendor balances.

  1. Screen 1

    Create the aging period definition

    Go to Accounts payable > Setup > Aging period definitions

    1. Select New and enter the definition and description
    2. On the Periods FastTab, use Add below to add each period
    3. Set Printing direction to Forward
    1Aging period definitionBEAT30
    DescriptionAtlas synthetic aging - 30 day buckets
    Period90+ (Unit -1, Interval Unlimited)
    Period90 (Unit -30, Interval Day)
    Period60 (Unit -30, Interval Day)
    Period30 (Unit -30, Interval Day)
    PeriodCurrent (Unit 0, Interval Unlimited)
    Printing directionForward
    Create the aging period definition (zoomed on the outlined fields)
    Show the full screenCreate the aging period definition
    page title tab to open what to set or check

Microsoft's steps

—

Field guide

FieldWhat it meansWorked exampleTable column
PeriodThe column heading shown for each aging period on inquiries and reports.Microsoft Learn ↗90+ (Unit -1, Interval Unlimited)—
UnitA number for the length of the period: zero for the aging date, negative for the past, positive for the future.Microsoft Learn ↗——
IntervalThe length of each unit, such as day, week, month or unlimited.Microsoft Learn ↗——
Printing directionThe order in which the periods are shown.Microsoft Learn ↗ForwardPrintDirection
Aging period definition—BEAT30—
Description—Atlas synthetic aging - 30 day bucketsDescription

Functional consultant

4Setup decisions

Setup stepRecommended value and whyDecision · common mistake · test
Set up Aging period definitions——

Solution architect

5Design impact

Shared or per companyPer company: each legal entity has its own records. Microsoft data model ↗
Can it be undone—
Feature or country—
If you change it laterA definition with more than six periods can't be selected on the printed vendor aging report. Microsoft Learn ↗

Technical architect

6Technical

Menu itemVendReportInterval Checked in Dynamics 365
FormCustVendReportInterval Checked in Dynamics 365
TableStatRepIntervalShown as “Statistics” in Record infoChecked in Dynamics 365
Data entitiesAgingPeriodDefinitionEntityAging period definitions Microsoft data model ↗
Who can open itPrivilegesMaintain accounts payable aging period definitions VendReportIntervalMaintainView accounts payable aging period definitions VendReportIntervalViewDutiesInquire into invoice and payment policies VendInvoiceInvoicePaymentPoliciesInquirEnable invoice and payment process VendInvoiceInvoicePaymentProcessEnable
4 security rolesAuditor AuditPolicyManagerAccounting manager LedgerAccountingManagerAccounting supervisor LedgerAccountingSupervisorAccounts payable manager VendInvoiceAccountsPayableManager
Checked in Dynamics 365
Actions on the page—

Developer

7Developer

Open it directlyhttps://<your-environment>/?mi=VendReportInterval
Integrate withAgingPeriodDefinitionEntity data entity Microsoft data model ↗
Table definitionStatRepInterval columns and relations Microsoft data model ↗

Everyone

8Sources and checks