Customer - Account Statement

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Posted on by Ludwig Reinhard Microsoft Employee

Hi,

AX offers the possibility to specify how often a customer should receive an account statement in the "account statement" field that can be found in the customer table (misc. details section).

If I am printing account statements by using a batch job in the AR-module does AX take care of the value entered in the "account statement" field in the customer record?

As an example, I setup a batch job that prints external customer account statements every week.For some specific customers I would like to have the statement printed every 3 month only that I specified in the account statement field of the customer by selection the value "quarter".

Hope somebody can help.

Many thanks,

Ludwig

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Hi Ludwig,

The account statement field on the customer profile will be used when you execute the report to filter on the field. You will need to schedule a batch job for each account statement value: one for your weekly customers, one for your quarterly customers. When you setup the job, make sure to select the corresponding account statement criteria.

Thanks,

Caroline.

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