You can't see your stale documents, and that's why they're stale
A Business Central extension called Unposted Document Aging provides a single list combining sales quotes, orders, and unposted invoices organized into priority bands by age and status. Instead of manual Excel reports, it shows which documents are stale and who owns them, with automated daily email digests per salesperson.
Read it hereOpen in Claudetag-blogger-com-1999-blog-1492436440038408053-post-6634996257036493772--55ed189793.md
Key points
- Consolidates sales quotes, orders, and unposted invoices into one read-only view with ownership and age information
- Organizes documents into six priority bands (Shipped Not Invoiced, Quote Expired, Invoice Unposted, Order Stale, Quote Stale, Other) to highlight money sitting uninvoiced
- Uses configurable date thresholds (30 days for quotes, 14 for orders, 7 for invoices) based on either Document Date or Created date
- Sends personalized daily email digests to each salesperson showing only their stale documents
- Built entirely on temporary buffers with no stored data, using SetFilter for SQL-level performance optimization
AL objects mentioned
As named in the post. A name that matches one object page by exact type and name links to it; the others stay as named.
- page “Unposted Document Aging”
- other “Email Scenario”
Not found in BC28-30: page “Unposted Document Aging”.
Context
- Features: Consolidated stale document list, Priority-based document banding, Configurable aging thresholds, Document Date vs Created date switching, Daily salesperson email digests, Multi-currency support with LCY conversion, Performance optimization via SQL filtering, Calculate Amounts toggle
- Versions: BC 26
Source: Mohana’s Dynamics NAV & BC blog, community blog. Summary, key points and quotes are derived (CONTENT-NOTICE.md); read the original for the full text.