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Microsoft Dynamics GP (Archived)

SOP Customer Statement

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ReportReport
Posted on by 372

How to add item quantity sold to a RM customer statement?

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  • Suggested answer
    Richard Whaley Profile Picture
    25,195 on at
    RE: SOP Customer Statement

    I agree.  Customer statements show what they owe, not what they purchased.  The separate sales orders show what they purchased.

    Now, some people need something like this for commissions and rebates.  This is best supported with a program by EthoTech out of Atlanta that handles commissions and such.  Contact them if this is what you are looking for.

  • Josh P Profile Picture
    2,895 on at
    RE: SOP Customer Statement

    To make modifications to the customer statement to include detail would require much more customization than simply adding a quantity sold field. This is not what this report was meant to do, but it can be done. First, sales-based reports handle inventory movements, and AR handles distributions to the GL. If you want to include inventory movements into an AR report, you are going to need to add all the related sales tables that originated the AR documents that feed to the customer statement.

    There are so many faster / easier options:

    You should consider making a Smart List for what you are asking. Creating a template in Excel using a formatting macro and Smart List exports is an elegant solution to not customizing Report Writer reports which everyone hates. If you installed SSRS with your GP 10, create a SQL report. SSRS reports are an excellent way to get customized reporting with no more expense than your time to create them. The other cool thing is SSRS reports are not unique to GP, so there is a wealth of information to be found on how to build and deploy them. Try a Google search on "SQL Report Builder," and see what kind of hits you get.

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