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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Statement reports swit...
Microsoft Dynamics GP (Archived)

Statement reports switching while printing

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Posted on by GuruDofGP 248

We use Dynamics GP2015 R2 version Build version 14.00.1016.  We're wanting to know if it's possible to create a customized SQL script for Dynamics GP for the customer statements and switch between two different reports while printing them automatically.  We use multi-currency, both domestic and foreign.  We have two separate statement reports for each, domestic and foreign.  The question is: Is it possible for a customized SQL script able to be created for Dynamics GP, to automatically recognize, while in the middle of printing, that GP will recognize that the customer needs to switch between the two different reports, domestic and foreign, so that all can be printed up at the same time without having to stop and switch between the two separate reports for both types of customers? 

Please let me know at your earliest convenience.

Thank you,

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  • GuruDofGP Profile Picture
    GuruDofGP 248 on at
    RE: Statement reports switching while printing

    Thank you.  I think we can use the statement cycle criteria for the foreign currency customers.  The User Defined fields are all used. 

  • Suggested answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: Statement reports switching while printing

    My point being, the statement cycle is just a designator - there's really no intelligence behind that field. They can point to any date on the calendar to run statements, regardless of what the cycle value says. You are using it only to be able to separate one group of customers from another. You could also explore one of the User Defined fields if you are not using them.

  • GuruDofGP Profile Picture
    GuruDofGP 248 on at
    RE: Statement reports switching while printing

    Thank you for your prompt response.  Unfortunately, the statement cycles are all to be done monthly, for all customers.  Are there any other options, other than a customized script?

    Thank you in advance for your assistance.

  • Suggested answer
    Mariano Gomez Profile Picture
    Mariano Gomez 26,225 on at
    RE: Statement reports switching while printing

    The easiest thing to do is to setup two statement IDs, one for domestic and one for foreign. You will then want to use something like the Statement Cycle option on the customer card to classify, say your domestic customers to Weekly, and your foreign customers to Biweekly. Then, on your domestic statement option, set the Ranges drop-down to by Statement Cycle, and choose Weekly.

    You would then setup your foreign customers statement ID to range by Statement Cycle, and choose Biweekly for those.

    NOTE that the only reason I set it up this way is because most people will already be using the Customer Class for something else, but if you are not, you could create a customer class called DOMESTIC and another one called FOREIGN then assign those classes to each of your customers according to the type of statement they need to receive. Your range, then, would be by Customer Class for each statement ID.

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