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Microsoft Dynamics RMS (Archived)

Customer Statement balance not taking including manual account adjustments

Posted on by Microsoft Employee

Hi Guys,

We have an issue with the statement template. When a manual adjustment is made on an account, the customers statement is printed at the end of the month the balance on the statement does not take into account manual adjustments that were carried out during the previous month. I am attaching an example of exactly what I am talking about.

I have tried a number of customer statement templates including RMS default template but none of the statements display the correct balance at the bottom of the page when an account has been manually adjusted. If I look at the customers account properties the correct balance is displayed in this window. Has anyone come across this before? I would appreciate any suggestions

Kind Regards,

Margaret

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer Statement balance not taking including manual account adjustments

    Hi,

    Is this the default template or customized one. Can you please share the report template.

    Thanks & Regards,

    Upendra Nath M.

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