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

Scheduled Customer Statements

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Posted on by 75

When I set up scheduled statements it creates a job in the job que and i can tell it how often to run the job.

If I want it to send customer statement every month on a particular day, it will do it.

The problem is it uses the options that were used for the original customer statements. In those options it has the dates you want to use for the data on the statement.

 

When the job runs again the next month it is still pulling the data from the previous month. 

The only thing I have found is to run the scheduled statements again and change the dates to the current date to pull the current data for customers.

When I do this I have to delete the old job que entry to add the new job.

If this is the case what is the benefit of doing scheduled statement?

 

Does anyone know how can I get the job to pull the current dates instead of the dates from when the job was created? 

Thank you,

Dave 

I have the same question (0)
  • Suggested answer
    Yi Yong Profile Picture
    2,596 Super User 2025 Season 2 on at
    Hello DB,
     
    Typically we will have to customize this. The job queue does not change the report's option.

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