D365 Finance & Operations and Dynamics AX Forum

Team,

I am trying to have customer account statements automatically only go out to customers who have an overdue balance. If they are current and have not hit any of the buckets the statement should not be sent to the customer.

Has anyone been able to achieve this?

Here are the filters I have been trying

#FinanceandOperations #

Hello,

Have your considered using the collection automation processes. A collection process could let you define items and customers that are subject to the specific statement or initiate the statement process as well on a periodic basis or occurrence basis. 

Team,

I am trying to have customer account statements automatically only go out to customers who have an overdue balance. If they are current and have not hit any of the buckets the statement should not be sent to the customer.

Has anyone been able to achieve this?

Here are the filters I have been trying

#FinanceandOperations #