D365 Finance & Operations and Dynamics AX Forum

 View Only
  • 1.  Customer Statement Criteria

    Posted Nov 02, 2021 04:48 PM
    In the customer pools portal  I was able to copy several customer accounts in a excel  and import them into my customer pools criteria . I can longer do this without  get multiple customer lines. Was this change in D365 or does any one know of another way to process more than one customer in  this filter.

    Sylvia Dixon
    BlueCrest Inc

  • 2.  RE: Customer Statement Criteria

    Posted 20 days ago
    I enter in first account number and then .. and then the last account number and then it processes the entire range

    Mara Taylor
    Credit Manager
    Kent Water Sports Holdings, LLC
    Snoqualmie WA

If you've found this thread useful, dive deeper into User Group community content by role