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Print Management- Printing Multiple Customer Statements to the Printer or PDF Destination

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Posted on by S Anderson

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!

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MATTGUO 22,349 Moderator on at

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Hello,

Which specific product are you using?

Could you share the operation you are doing?

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S Anderson 10 on at

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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.

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MATTGUO 22,349 Moderator on at

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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

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S Anderson 10 on at

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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!

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Rahul Mohta 21,032 on at

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see if you would like to explore DocCentric, I have found it helpful

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