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Customer Statement Not Calculating Correctly

Posted on by Microsoft Employee

Hello,

I'm running a simple customer statement for a customer that has 90 day terms.  It's showing all entries as being over 90 days past due, which is not the case.  Any ideas what is wrong or how to fix it?

Report10072.pdf

  • JAngle Profile Picture
    JAngle 33,155 on at
    RE: Customer Statement Not Calculating Correctly

    Sorry for the confusion that's me using the latest version. Do you have a custom layout? Which report is in the report selections for Sales? 116 or 1316 are the GB options.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer Statement Not Calculating Correctly

    My request page doesn't look like that.  I don't have that option that I can see.

    pastedimage1594398086936v1.png

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,155 on at
    RE: Customer Statement Not Calculating Correctly

    You need to alter the settings on the request page. The view you have right now is without the overdue or the ageing band as shown below. What you have there is all the transactions that have taken place in the dates you selected. The customer statement for that section works like a bank statement - all the in and out transactions for the customer.

    pastedimage1594397374324v1.png

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