How to print Customer account statement report as a single file with all records

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Posted on by syed baber

11,633

Hi,

When we run Customer account statement report for multiple customers, it opens the report in a separate window for each customer and same in case of File. Is it possible to allow the report to show all records in one window with each customer record on separate page?

Thanks,

Baber.

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Iulian Cordobin 8,201 on at

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RE: How to print Customer account statement report as a single file with all records

I don't think it can be done via standard parameters: I see that in the Print Management form this can't be specified and also in the reports parameters there is not way to set this. I think you have to do a code customization.

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Guy Terry 28,919 Moderator on at

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RE: How to print Customer account statement report as a single file with all records

I've seen a solution which had nothing to do with AX. A PDF creation package was used (CutePDF, I think). If you print the statements to the PDF printer, the PDF package was easily able to combine them into one PDF.

You can look at this on-screen, and each statement will start on a new page.

Something to think about.

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syed baber 11,633 on at

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RE: How to print Customer account statement report as a single file with all records

Thanks Iulian for your response. Do you know where to customize the code in order to achieve this functionality or any example which you can share?

Baber.

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Sohaib Cheema 49,036 User Group Leader on at

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RE: How to print Customer account statement report as a single file with all records

is that internal statement of external ??

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syed baber 11,633 on at

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RE: How to print Customer account statement report as a single file with all records

Hi Sohaib,

It is External statement report, the internal one extends from SrsReportRunController, so that opens in a single window.

Thanks,

Baber.

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Sohaib Cheema 49,036 User Group Leader on at

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RE: How to print Customer account statement report as a single file with all records

runPrintMgmt (method) of CustAccountStatementExtController (Class) is managing the logic to print report one by one for each customer

while(partyQueryRun.next())

{

//technically this report is looping over each customer and its collecting transactions of that customer (custTrans), by a query which is being managed in createBaseCustTransQuery (method) of CustAccountStatementExtController

Previously for this report I found a bug also which is here

https://community.dynamics.com/ax/f/33/t/155192

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syed baber 11,633 on at

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RE: How to print Customer account statement report as a single file with all records

Thanks for the details Sohaib and good to know about the bug in this report. Regarding the question, the things you have mentioned, I already looked at the logic, tried different things with outputReports method called inside runPringMgmt, but all in vain.

Considering this, I am thinking of creating a new DP and controller class, just like for internal account statement and copy the existing logic from controller to new DP class.

Thanks,

Baber.

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Sohaib Cheema 49,036 User Group Leader on at

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RE: How to print Customer account statement report as a single file with all records

Yeah it would be much easy to create a new report than modifying exiting.

All you can do is following.

Create a query same as report has current, but don’t use no-exist join

Create a temp table

Create your RDP class which will do something as under

While(qr.next())//here queryrun same which is in step#1

{

                //create query for custtrans same as createBaseCustTransQuery (method) of CustAccountStatementExtController

//take these custtrans records and .insert into your temp table.

}

Another point, this current report shows settlements also, whereas External account statement is an external document. And my customer should not bother about settlements of my financials. Customer is interested only in ‘What I have paid’, ‘what invoices I have received’ and ‘and how much I have to pay more/remaining payable ’

So include another range in custtrans as localCustTrans.TransType != LedgerTransType::Settlement

Overall it would be as under

while select localCustTrans

           order by localCustTrans.TransDate ASC

           where localCustTrans.AccountNum == _custAccountNum

                   && localCustTrans.TransDate >= _fromDate && localCustTrans.TransDate <= _toDate

                   && localCustTrans.TransType != LedgerTransType::ExchAdjustment

                       && localCustTrans.TransType != LedgerTransType::Settlement

Group your report by CustAccountNum and put a a page break at end of each group

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K K BHARGAVA 120 on at

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RE: How to print Customer account statement report as a single file with all records

Hi Syed,

Now I have the same requirement which you had earlier. Have you got any solution and if yes please help me on the same.

Thanks,

K.K. Bhargava

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syed baber 11,633 on at

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RE: How to print Customer account statement report as a single file with all records

Sorry, I didn't get any solution for this. Customer requirement was dropped, then I didn't do further research on this. But you can look at how Internal customer account statement report works and replicate the functionality from there.

Thanks,

Baber.

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