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Microsoft Dynamics GP (Archived)

Can you print statements without emailing in GP 2010

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Posted on by

Hello,

We would like to be able to print our statements without having to email those customers who are setup for electronic statements.  When on the Print Receivables Statements screen, the only email options are to 'Send Email for Email Customers', 'Print for Email Customers' and 'Print and Email'.  We would like the option to not email or print for those customer setup for eletronic statements.  Is there anyway to do that?

Thank you.

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I have the same question (0)
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    Bob, you should see a Print button in the middle of the window right next to the Delete button.  You should also see a Destination button in the lower right corner of the window.  Select your print Destination first, then click the Print button to print the statements.

    Hope this helps,

  • Community Member Profile Picture
    on at

    Yes, we understand how to print statements.  The problem is, that whenever you print, GP also emails the statements to any customers setup for electornic statements.  Sometimes we just want to print and not send the emails at that time.  Is this possible?

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,625 Super User 2025 Season 2 on at

    Sorry, I misread your post the first time through.  If you don't want to email OR print, why not just set your printer to a PDF printer and send the file to a drive somewhere.  Then, if you ever needed a copy of the statement(s), you'd have them in PDF format.

  • Community Member Profile Picture
    on at

    Its not that we 'don't want to email OR print', but we want to 'print but not email'.    And when I say print, I mean print only those customers who do not receive eletronic statements.

  • Suggested answer
    Community Member Profile Picture
    on at

    Bob,

    I would use the statement cycle as a workaround to meet your requirement. Most organizations do not use the statement cycle on the customer master for anything functional..

    Run the following SQL statement in SQL Enterprise manager:

    -- Set the Statement Cycle to bi-weekly for Customers

    -- with E-mail Statements Turned ON (6 = biweekly)

    UPDATE RM00101

    SET STMTCYCL = 6

    Where Send_Email_Statements = 1

    This will set the statement cycle to biweekly for any customers flagged to get electronic statements (this will not actually do anything to determine when the statements get sent out , since this is done manually).

    Then run the select statement below to make sure that all the customers who do not want to e-mail statements have the same statement cycle.

    -- Run this statment to ensure all other customer have the same statement cyccle

    -- 5 == Weekly

    Select Distinct STMTCYCL from RM00101

    Where Send_Email_Statements = 0

    In the statement print window, one of the choices for range is statement cycle. Add a range of monthly to just include the print statement customers and exclude the e-mail statement customers.

    Let me know if you need any clarification.

    Thanks.

    Mark

  • Tristan Clores Profile Picture
    2,812 on at

    Hi,

    Al you need is unmark the Send Email Statements checkbox in the Customer Maintenance Options window for the customers you do not want the system to send the statements to.

    Let me know how this goes.

    Regards,

    Tristan

  • Community Member Profile Picture
    on at

    Mark - thank you for the good suggestion, I'm sure that would work.  The obvious problem is that as we setup new customers, we have to remember to correctly set the Statement Cycle.

    Tristan - thank you fo the suggestion but that was not what I was asking.  We still need to send electronic statements to some customers.

  • Community Member Profile Picture
    on at

    Bob,

    Schedule the update statement as a SQL job that runs once a day or once an hour.  That way, no one needs to remember to set up a customer in a certain manner. Once they click send e-mail statements, the statement cycle gets set automatically by the SQL job.

    UPDATE RM00101

    SET STMTCYCL = 6

    Where Send_Email_Statements = 1

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