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SENDING CUSTOMER STATEMET VIA E-MAIL

Posted on by 5

Hi Friends,

I am trying to send Customer Statements via e-mail and I am getting below error, Could you please help me to resolve this?

I am using Business Central

pastedimage1677324276715v1.png

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Hi Marco,

    Below given the version we have,

    pastedimage1677493680479v1.png

    We have 21.4

    Any thoughts

    Cheers

    Frank

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Hi Marco,

    Many thanks for your response

    Let me check

    Have a great day

    Cheers

    Frank

  • Verified answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Hello,

    The following error was fixed in 21.4 for SaaS:

    The changes to the Custom Report Selection record cannot be saved because some information on the page is not up-to-date. Close the page, reopen it, and try again.Identification fields and values: Source Type='23',Source No.='10000',Usage='Vendor Remittance',Sequence='1'

    For OnPrem it was fixed in build 21.x.53624.0 as far as I can track back.

    It could be that this fix will also resolve your issue with customer statement. Based on what you describe that it used to work but it suddenly stopped working, I think this issue is due to a bug in our code.

    What release are you on? OnPrem or SaaS? If SaaS, the fix will be applied automatically if you are on latest release already. Otherwise, schedule an upgrade to at least 21.4.

    Hope it helps.

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Also I can take the statement to PDF and all other options but e-mail

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Hi Inge,

    I tried to something from the drill down menu, still the same.

    Not sure why it is not working,

    The drill down menu what I have is given below,

    pastedimage1677385911647v1.png

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    This is how my record looks like:

    pastedimage1677340794509v1.png

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Hi Inge,

    With these settings I was able to send statements till 10th Feb, it was nicely working, all of a sudden the error came up

    Kind regards

    Frank

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Yes, but you have to actually have a value in the layout field as well.

    Try doing the drill down in that field and select a layout.

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    pastedimage1677326813760v1.png

  • Frank Dias Profile Picture
    Frank Dias 5 on at
    RE: SENDING CUSTOMER STATEMET VIA E-MAIL

    Hi Inge,

    I did select the layout as follows,

    pastedimage1677327204774v1.png

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