Monthly Automatic SOA to customers

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

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Microsoft Dynamics GP

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Community Member on at

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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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Martin Dráb 236,320 Most Valuable Professional on at

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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.

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Bilal088 5 on at

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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.

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Martin Dráb 236,320 Most Valuable Professional on at

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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?

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Neil Catubig on at

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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

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cdinh 295 User Group Leader on at

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RE: Customer Statement of Accounts (SOA)

Hello -

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

Regards,

Cecile

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André Arnaud de Cal... 299,373 Super User 2025 Season 2 on at

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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.

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Community Member on at

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RE: Monthly Automatic SOA to customers

SOA = Statement of Accounts

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Beat Bucher GP Gee... 28,058 Moderator on at

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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/

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