Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / What is the Statement ...
Microsoft Dynamics GP (Archived)

What is the Statement Name In Customer Cards

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hello,

I have a question regarding the statement name field in customer cards. I am looking to see how this is different from the regular customer name. Does this field affect reports and how can it be used?

I am also looking to see if it can be used to help with situations where there are multiple sub companies of a client. Where the customer name can be the sub company name, but the statement name can be the Client's main company that envelops all of it's sub companies. Thus showing all revenue is coming from this one client instead of multiple revenues of the same client in a report.

Thank you.

*This post is locked for comments

  • Suggested answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: What is the Statement Name In Customer Cards

    The Statement Name is the name you want to appear on the statement document itself. This field automatically defaults to the customer name, but if you need it to be different you can change it.

    If a client has multiple "subcompanies" or subsidiaries you may be better off setting up National Accounts as this will the create consolidated statements.

  • Verified answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: What is the Statement Name In Customer Cards

    The Statement Name is the name you want to appear on the statement document itself. This field automatically defaults to the customer name, but if you need it to be different you can change it.

    If a client has multiple "subcompanies" or subsidiaries you may be better off setting up National Accounts as this will the create consolidated statements.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans