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Dynamics 365 Community / Forums / Business Central forum / Customer Statement how...
Business Central forum

Customer Statement how to exclude

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Posted on by Frenzel 75

Hi

I am trying to print monthly customers statement however I need to exclude those customers who are direct debited.

What should I do so that they will not receiving the statement ?

In CRM / Navision we can do it however now sure how to do in Dynamics 365

Your help will much appreciated.

Thank you

Frenzel

Categories:
Financial Management
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  • Suggested answer
    dano1968 Profile Picture
    dano1968 on at

    Could do this a bunch of ways. for example

    Setup a different customer Posting group for Customers you want to print statements for. Then when printing select just that customer posting group.

    6505.Capture.JPG

  • Frenzel Profile Picture
    Frenzel 75 on at

    Hi Dan:

    Thanks for the information. However, is the pdf above for Dynamics 365 ?

    All I need to exclude those customers with banking details not to receive any statement from us.

    is that feasible?

    Appreciate your response.

    Thanks

    Frenzel

  • dano1968 Profile Picture
    dano1968 on at

    absolutely!, When you say "exclude those customers with banking details not to receive any statement from us" What specific fields in the customer card screen are you referring to and what value to you want to ignore or include?

    And yes the PDF is from D365BC

  • Frenzel Profile Picture
    Frenzel 75 on at

    Hi Dan:

    Thanks for the quick response.

    Say for a example, a customer has a bank details and every month we just direct debit their accounts.  They don't want to receive the statement on a monthly basis.

    Now , I want to remove all those customers (who has a stored Bank details in the system ) when we generate the monthly statement (as they don't want it)

    How can we do that in D365?

    Thanks

    Frenzel

  • dano1968 Profile Picture
    dano1968 on at

    lets take this off line

    my email is danlevy@gmerp.com

  • Frenzel Profile Picture
    Frenzel 75 on at

    Hi Dan:

    email you already in your email address

    thanks

    Frenzel

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