Filter Customer Statement Query to NOT include list of values

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Posted on by kimberlybarnett

We run a PDF batch for all customer statements every month. We have a small list of customers that need an excel statement versus a PDF one. Right now, we just send the excel one, manually, after including them in the PDF batch. Any thoughts on how we can separate these out? Is there a field we can use in the query selection screen? Or is there a way to exclude the list from the PDF batch and only run the excel batch for those customers? I’ve tried using “!” in the customer account field but it will not work for a list, only 1 value.

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Layan Jwei 7,150 Super User 2024 Season 2 on at

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Filter Customer Statement Query to NOT include list of values

Hi,

If you want to use "!" for more than one customer, then you need to separate each value with a comma

Thanks,

Layan Jweihan
Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future
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Alireza Eshaghzadeh 11,705 Super User 2024 Season 2 on at

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Filter Customer Statement Query to NOT include list of values

Please user following query filter. You need to add ! on each customer to exclude it from the report.
!Customer1, !Customer2, !Customer6
More info about advanced query filter:Advanced filtering and query syntax - Finance & Operations | Dynamics 365 | Microsoft Learn
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Sankar.R 87 on at

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Filter Customer Statement Query to NOT include list of values

You can exclude a list of customers by giving like !CustA, !CustB. Also, check if you can include customer group instead of customer account just incase your requirment matches.
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CU31100108-0 2 on at

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Filter Customer Statement Query to NOT include list of values

Check this
https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/fin-ops/get-started/advanced-filtering-query-options