News and Announcements icon

Dynamics 365 CommunityForums Small and medium business | Business Central, N... Exclude certain accoun...

Small and medium business | Business Central, N...

Suggested answer

Exclude certain accounts when sending customer statements

(0) Share

Report

Report

Posted on by Jilly_0212

10

I have 40 customers that I would like to exclude from our monthly customer statement bulk mailer. How do I go about excluding just these customers when using the bulk mailer. I am using Microsoft Dynamics Navision 2018

All responses Img

All responses (3)

Answers Img

Answers (0)

Suggested answer

Dirk on at

Like (0)

Report

RE: Exclude certain accounts when sending customer statements

It needs to be unchecked.

If it just works for "print" and not for "send" please ask your CSP (partner) to log a service request with Microsoft
Jilly_0212 10 on at

Like (0)

Report

RE: Exclude certain accounts when sending customer statements

I've seen this check box but does it need to be checked or unchecked to stop the statement from sending.
Suggested answer

Dirk on at

Like (0)

Report

RE: Exclude certain accounts when sending customer statements

On the customer card page there should by a flag "Print Statements".

<Specifies whether to include this customer when you print the Statement report.>

Does it work is you disable this flag for your 40 customers?

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,419 Super User 2024 Season 2

#2

Martin Dráb 230,492 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans