What is the best way to enter multiple customer account numbers in the customer account criteria box (after clicking the filter option) to get them all to print to a printer or generate PDF files? No matter what I try, only one statement will print or generate a PDF. I am only trying to print statements for two or three customers all at once.
Thanks!
see if you would like to explore DocCentric, I have found it helpful
Hi Matt Guo. I've tried several different scenarios, including having a blank value in the name filter. I still wasn't successful generating multiple statements at the time. Any other ideas? Thanks!
Hi S Anderson,
Thanks for your detailed sharing.
Why the value of name filter is All? Please try to clear it to blank.
Moved to Dynamics 365 Finance forum: community.dynamics.com/.../dynamics-365-for-finance-and-operations-forum
Hi! I'm using Dynamics 365. In the print management option under customer statements in the accounts receivable module, I am trying to print statements to the printer and PDF destination. In the "records to include" filter to enter specific customers, is there a specific way that multiple customer numbers need to be entered in the customer account criteria box (this is in the CustAccountStatementExtBaseDate table under filters)? Thanks.
Hello,
Which specific product are you using?
Could you share the operation you are doing?
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