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1.  AX 2012 - Customer Account Statement External

TOP CONTRIBUTOR
Posted 6 days ago
I am wondering if there is an option when generating Customer Account statements to only generate the statements for those customers that have past due balances.

I was looking through the criteria and didn't see anything that stood out.



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Jim Czerniak
IT Manager - Applications
CMC Group
Bowling Green OH
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2.  RE: AX 2012 - Customer Account Statement External

SILVER CONTRIBUTOR
Posted 5 days ago

The "Balance other than zero" check box will print only statements with balances.  This is also handy if you want to run a group of statements based on Customer group or other defined customer groups (such as sales district etc.)



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Marlene Rivinus
Midrex Technologies Inc
Charlotte NC
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3.  RE: AX 2012 - Customer Account Statement External

SILVER CONTRIBUTOR
Posted 5 days ago
Hi Jim,

We too have been looking for a solution to generate statements only for customers with overdue balances - we don't want to generate statements for customers who are current. The zero balance option just seems to filter out zero balances, it doesn't seem to have an option to filter out current customers.

We tried some customization but it's not working either. Would love to hear if anyone else out there has a solution or if there is existing functionality that we missed.

Heather

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Heather Roskewich
Somagen Diagnostics Inc.
Edmonton AB
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4.  RE: AX 2012 - Customer Account Statement External

Posted 4 days ago
We use "only open" and "balance other than zero"... i hope that helps a little

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Mara Taylor
Credit Manager
Kent Sporting Goods Company, Inc.
Snoqualmie WA
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