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Account statement for all Customers

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Posted on by And Mlt

Hello everybody. I have a question about managing customer overdues. Do you send account statements to your customers automatically via AX2012? (I mean a statement of account - Not reminders) For the purpose of confirming receipt of all invoices.

I tried to do it via AX but I cannot generate 1 statement per customer (in pdf) by email to all customers at once. Some tips ? Thanks a lot.

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Ludwig Reinhard Microsoft Employee on at

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RE: Account statement for all Customers

Good morning And MIt,

I think you should have a talk with one of your colleagues from the development team.

Many things that you mention indicate either that some set ups are missing or that some small code changes could accelerate and automate this process.

Best regards,

Ludwig
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SouravDam 11,723 on at

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RE: Account statement for all Customers

Hi And Mlt,

You can use Business events and link to power automate.

You can try with below links and see if this solves the case.

https://ravishchandragupta.blogspot.com/2021/08/send-email-using-power-automate-flow.html

https://d365bits.com/2020/06/14/how-to-create-business-events-in-dynamics-365-finance-and-operations/

Regards,
Sourav
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Ramit Paul 22,533 Most Valuable Professional on at

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RE: Account statement for all Customers

Hello,

I think you may use some custom code to generate the report and save it to SharePoint for per customer.

From there, you can use power automate flow for this/.
And Mlt 15 on at

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RE: Account statement for all Customers

Hi Ludwig Reinhard,

Thanks for your support.

In fact I am already using this report.

It took me 4 hours to generate one statement in pdf by customer (!) => enter the customer account + save the file and send it to customer.

I cannot send it by email directly to customer as the file in attachment is not pdf even if I chose "pdf" it is still .html attachment (and I guess most of our Customers wont open an .html file for IT internal rules).

I know that I can simplify the process. It's not possible to spend so much time generating statements...

In the report: If I don't fill in the "account number" field in order to generate all account statements of all customers at once I will get one big pdf file with all the statements of accounts of each customer in succession (not even 1 statement per page). And this is useless.

I'm sure there is a way to get what I want, but how?
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Ludwig Reinhard Microsoft Employee on at

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RE: Account statement for all Customers

Hi And MIt,

There is an "customer account statement" report available in the AR module in the report section.

This report allows you creating and transmitting account statements to all of your customers.

A prerequisite is that your customers have all emails set up and that your system is configured in a way that you can send out emails from AX directly.

If you are not sure whether the necessary setups have been made then talk to your system admins.

Best regards,

Ludwig
OsmanIstanbul 2,814 on at

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RE: Account statement for all Customers

following..