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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Filter Customer Statem...
Finance | Project Operations, Human Resources, ...
Answered

Filter Customer Statement Query to NOT include list of values

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Posted on by kimberlybarnett 7
We run a PDF batch for all customer statements every month. We have a small list of customers that need an excel statement versus a PDF one. Right now, we just send the excel one, manually, after including them in the PDF batch. Any thoughts on how we can separate these out? Is there a field we can use in the query selection screen? Or is there a way to exclude the list from the PDF batch and only run the excel batch for those customers? I’ve tried using “!” in the customer account field but it will not work for a list, only 1 value.
 
Screenshot 2024-11-01 094033.jpg
I have the same question (0)
  • Suggested answer
    CU31100108-0 Profile Picture
    CU31100108-0 3 on at
    Check this
  • Suggested answer
    Sankar Ramalingam Profile Picture
    Sankar Ramalingam 262 on at
    You can exclude a list of customers by giving like !CustA, !CustB. Also, check if you can include customer group instead of customer account just incase your requirment matches.
  • Verified answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,869 Super User 2026 Season 1 on at
    Please user following query filter. You need to add ! on each customer to exclude it from the report.
    !Customer1, !Customer2, !Customer6
    More info about advanced query filter:Advanced filtering and query syntax - Finance & Operations | Dynamics 365 | Microsoft Learn
  • Layan Jwei Profile Picture
    Layan Jwei 8,165 Super User 2026 Season 1 on at
    Hi,
     
    If you want to use "!" for more than one customer, then you need to separate each value with a comma
     
    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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