How would you stop a customer from receiving monthly account statement

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Posted on by Sylvia Dixon

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How would I stop a customer from receiving statements?

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Gunjan Bhattachayya 35,423 on at

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RE: How would you stop a customer from receiving monthly account statement

Hi Sylvia,

How are you sending account statements to the customer now? Do you have a batch job setup?

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Sylvia Dixon 175 on at

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RE: How would you stop a customer from receiving monthly account statement

In a batch setup. Could I go to the customer master and change the always to never. I tried this and the statement printed .

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Junaid Idrees on at

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RE: How would you stop a customer from receiving monthly account statement

Hi Sylvia Dixon,

Under the customer, you should have a override setup going to customer 》 Account Receivable 》 All customers 》 General 》 Print Management. There is a an option "Suspend printing for this document"

Did you tried that?

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Sylvia Dixon 175 on at

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RE: How would you stop a customer from receiving monthly account statement

Thank you Junaid but is there another way to stop a customer from receiving statements

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Sylvia Dixon 175 on at

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RE: How would you stop a customer from receiving monthly account statement

My suspend printing for this document is gray out .

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Junaid Idrees on at

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RE: How would you stop a customer from receiving monthly account statement

Hi Sylvia Dixon,

Yes it is gray out because By default it picks original settings. Just go to the same orginal customer statement 》 right click and select override. Then remove the tick from "suspend printing" option. This will prevent the email sending to customer.

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Junaid Idrees on at

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RE: How would you stop a customer from receiving monthly account statement

Just thinking loudly, Another best option could be to set up email address of that customer with purpose "Other" not the one that you are using for all customers. For example you are using "Business" purpose for all customers. That is how print management will not consider that customer while sending email.

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Sylvia Dixon 175 on at

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RE: How would you stop a customer from receiving monthly account statement

Will it only prevent the statement from emailing or will it prevent the statement from printing?

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Junaid Idrees on at

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RE: How would you stop a customer from receiving monthly account statement

Hi Sylvia Dixon,

For all your customers email addresses defined on customer master screen >> Contact information tab, what purpose type do you use?

2nd question, in your customer account statement batch job, Do you enable "Use Print management destination" or not?

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Junaid Idrees on at

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RE: How would you stop a customer from receiving monthly account statement

Hi Sylvia Dixon,

Just wanted to check, if you have any updates to share with us on your issue.

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