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How to create AR aging reports using the "G/L Perspective of AR Aging Grid" CDS view

Angelika_Huber
Product and Topic Expert
Product and Topic Expert
‎2024 Jun 17 9:55 AM
912

Do you need an overview of overdue receivables sorted by profit center or customer? Do you want to see aggregated overdue amounts by journal entry and journal entry item? Or do you need more aging intervals for your overview than those available in the Overdue Receivables app or the Total Receivables app?
In this blog post, we want to show you how to use the G/L Perspective of AR Aging Grid – Query (C_ARAgingGridGenLedgerQry) standard CDS view for this in SAP S/4HANA Cloud, Public Edition. 

To use the G/L Perspective of AR Aging Grid – Query standard CDS view for one of the above use cases, you just need to follow this three-part procedure consisting of the following:

  1. Creating an application
  2. Adding this application to a business catalog
  3. Running your custom report

CustomARReport_OverviewGraphic01.png

NOTE:  The screenshots in this blog post are taken from an SAP S/4HANA Cloud, Public Edition 2408 test system. The UI may look different in your system, depending on your configuration settings.

Part 1: Create Application

  1. Open the View Browser app, search for the C_ARAgingGridGenLedgerQry CDS view, select the CDS view, and choose the Create Application button in the table toolbar.
    The following screenshot shows the search result for C_ARAgingGridGenLedgerQry and highlights the Create Application button:

    ARAgingBlog_ViewBrowser01new.png

     

  2. In the dialog box that appears, enter a report name in the Title field and a description in the Subtitle field.
    The following screenshot shows the dialog box that appears when you choose the Create Application button:
    ARAgingBlog_ViewBrowser02.png

     

  3.  Choose the OK button.
    Your application is created.
    The following screenshot highlights where you can find the ID of your application:

ARAgingBlog_ViewBrowser03.png

 

Part 2: Add Application to Business Catalog

  1. To add your application to one or more business catalogs, click the application ID.
  2. In the dialog box that appears, choose the View in Catalog option.
    The following screenshot shows the dialog box:

    ARAgingBlog_ViewBrowser04.png

     

  3.  In the Custom Catalog Extensions app that appears, choose the Add button in the table toolbar to add your application to one or more business catalogs.
    The following screenshot shows the Used in Business Catalog results table and highlights the Add button:

    ARAgingBlog_CustomCatalogExtensions01.png

     

  4. In the dialog box that appears, search for the relevant business catalog(s) you want to add to your application, and choose the OK button.
    The system takes you back to the Used in Business Catalog results table.
    The following screenshot shows the dialog box that appears when you choose the Add button:

    ARAgingBlog_CustomCatalogExtensions03.png

     

  5. In the Used in Business Catalog results table, select the business catalog(s) and choose the Publish button in the table toolbar.
    The following screenshot shows the business catalog that you added to your application and highlights the Publish button:
    ARAgingBlog_CustomCatalogExtensions04.png

     

  6. In the confirmation dialog box that appears, choose the OK button.
    Once the status changes from Unpublished to Published as shown in the following screenshot, you are ready to run your custom report.

    ARAgingBlog_CustomCatalogExtensions06.png 

Part 3: Run Custom Report

  1. Log on to the system with a role that includes the business catalog to which you added your application in part two and open the App Finder to search for your custom report.
    The following screenshot shows the App Finder option in the User Actions Menu:

    CustomARReport01.png

     

  2. Enter the name of your report in the Search bar. The tile for your application appears.
  3. To add the tile to one or more of your pages, click the + (Plus) sign on the tile as shown in the following screenshot:

    CustomARReport02.png

     

  4. In the dialog box that appears, select the pages to which you want to add your application and choose the OK button as shown in the following screenshot:

    CustomARReport03.png


    You can now find your application directly on the SAP Fiori launchpad as shown in the following screenshot:
    CustomARReport04.png

  5. From here, start the application and run your report as shown in the example below:

    CustomARReport05.png

     

Summary
We hope this blog post showed you how easy it is to use the G/L Perspective of AR Aging Grid – Query (C_ARAgingGridGenLedgerQry) standard CDS view to create custom AR aging reports.

If you don’t want to use all the fields defined in the standard CDS view or want to have different fields in the filter bar, we recommend creating a copy of the G/L Perspective of AR Aging Grid – Query (C_ARAgingGridGenLedgerQry) standard CDS view. To do so, you can follow the steps described in the Customer Aging and Supplier Aging Reports at the Line Item Level using Analytical Query in S/4HANA C... blog post.

Feel free to leave a comment on this post below. We’re looking forward to your feedback.

Related Information

G/L Perspective of AR Aging Grid - Query 
View Browser
Custom Catalog Extensions

 

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