Forum Discussion

Sreerams26's avatar
Sreerams26
Frequent Visitor
3 years ago
Solved

Aging report import from Dynamics 365

My ERP is Dynamics 365.  I am not sure whether to post in dynamics 365 forum or here.  But posting in both.  I am importing customer aged balance using Odata feed from custagedbalance entity in 365.  The import data has aging date defaulted to 6/1/2023 and the balance is calculated as on that date.   I tried to change the aging date in Power query to 6/30/2023 but the balance is not getting re calculated.  I tried to refresh the query. Still the date is defaulting to 6/1/2023.  How do change the date to 6/30/2023 and then next month, the date should be automatically be changed to 7/31/2023 in my reports.  I am not sure if some settings need to be updated in F&O.

2 Replies