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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Monthly Automatic SOA ...
Finance | Project Operations, Human Resources, ...
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Monthly Automatic SOA to customers

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Posted on by Community Member Microsoft Employee

Hi - Kindly advise how we can send automatic SOA monthly to our customers from GP. Thanks

Categories:
Microsoft Dynamics GP
  • Verified answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Monthly Automatic SOA to customers

    Hi Ram

    Thanks to André for moving this to the proper group.

    in GP a SOA is know as Customer Statments..

    Have a look at these blog posts which might help you: 

    https://www.ktlsolutions.com/erp/creating-printing-and-e-mailing-customer-statements-in-microsoft-dynamics-gp/

    encorebusiness.com/blog/email-statements-customers-microsoft-dynamics-gp/

    https://www.calszone.com/2018/01/microsoft-dynamics-gp-2018-feature-of-the-day-emailing-statement-from-customer-card-inquiry/

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Monthly Automatic SOA to customers

    SOA = Statement of Accounts

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,280 Super User 2024 Season 2 on at
    RE: Monthly Automatic SOA to customers

    Hi Ram,

    You posted the question in the wrong forum as you are using GP. I have moved it to the correct forum. I do hope the volunteers on GP know what you mean with the abbreviation SOA.

  • Suggested answer
    cdinh Profile Picture
    cdinh 295 User Group Leader on at
    RE: Customer Statement of Accounts (SOA)

    Hello -

    You can find the Statement of Accounts under Sales >> Routines >> Statements.

    Regards,

    Cecile

  • Suggested answer
    Neil Catubig Profile Picture
    Neil Catubig on at
    RE: Customer Statement of Accounts (SOA)

    Hi there!

    Looks like your question is specific to Microsoft Dynamics GP?

    If that is the case, please re-post your question into the GP community here - community.dynamics.com/gp

    Thanks,

    Neil

  • Martin Dráb Profile Picture
    Martin Dráb 230,214 Most Valuable Professional on at
    RE: Customer Statement of Accounts (SOA)

    You mentioned GP, but this forum isn't about Dynamics 365 Finance. Is your goal to migrate data from Dynamics GP to Dynamics 365 Finance?

  • Bilal088 Profile Picture
    Bilal088 5 on at
    Customer Statement of Accounts (SOA)

    Hi,

    Kindly advise how to take customer statement of accounts showing only the outstanding sales invoices from MS GP 2018. 

    Thank you.

  • Martin Dráb Profile Picture
    Martin Dráb 230,214 Most Valuable Professional on at
    RE: Customer statement of Account (SOA)

    By another complete coincidence, another user created the same thread just twelve minutes before yourself. Let's discuss it just once - there.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Customer statement of Account (SOA)

    Please advise how to take customer statement of Account (SOA) which shows only unpaid invoices from MS-GP.

    Thanks

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