web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How do I add a change ...
Microsoft Dynamics AX (Archived)

How do I add a change of address onto our statements?

(0) ShareShare
ReportReport
Posted on by Karn West 70

Hi,


I'm relatively new to AX, but getting my head round it pretty quickly.

I've been asked to put a message on customer statements to remind them we have changed address from Letchworth to Royston, and to send mail to this new address.

Any pointers as to where to do this would be greatly appreciated, I've looked in all the places I can think of, but can't find it.

Many thanks

Karn

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Karn,

    There are a few ways to tackle this.  The easiest is probably to create a label of the reminder and then attach that label to a text control in one of the sections of the report.

    Regards.

  • Karn West Profile Picture
    Karn West 70 on at

    Hi Kent,

    That makes sense - er, but I don't know where to find the report to edit the text control, let alone how to do it - sorry, I am learning fast, but don't know my way fully around the system, only been using it sporadically for 2 months

    Karn

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    There are a few customer statement reports but you are most likely interested in CustAccountStatementExt.

    Go to AOT > reports > CustAccountStatmentExt.

    Expand the design and make a decision to what section you want to put that message.  Expand that section.  Right click on section add text control.  

    Create label in label editor via development tools, label editor.

    In the text control properties (right click on control) put the label (Example:  @LAB1234) into the text property.

    Move text control around using generated design > right click > edit.

    You should really have a developer do this however and of course always use a test environment first.

  • Karn West Profile Picture
    Karn West 70 on at

    Kent,

    You're a star. We do have a designer, but she had never seen AX until 2 weeks ago, we're going on CRM Systems Admin training on Tuesday next week.

    Thanks so much for your help and advice.

    Karn

  • Community Member Profile Picture
    Community Member on at

    Easier option..... Go to Accounts Receivable > Setup > Forms > Form Notes

    On Customer external a/c statement, add the Text about the reminder.  

  • Community Member Profile Picture
    Community Member on at

    Yes much easier but you can't control where you want to put the message that way!

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans