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NAV Customer Statements being sent to wrong customers

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Posted on by NW-06011254-0

We have an issue with a client on NAV 2018 where they batch run the standard customer statement routine to send the statements out via email.

Once the routine has run, all looks correct with the file name correct for the customers in question. However, in intermittent cases when opening the PDF statement in the email, a statement is showing for a completley different customer.

We've raised originally with Microsoft but since NAV 18 is now out of mainstream support, the answer is upgrade to BC.

Has anyone else encountered this issue? Our thinking is something to do with the .NET Temp file structure.

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Microsoft Dynamics NAV

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Valentin Castravet 24,993 Super User 2024 Season 2 on at

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NAV Customer Statements being sent to wrong customers

As mentioned by KasparsSemjonovs I would double check on the customer card and/or under document layouts if the correct customer email addresses are specified.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/
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KasparsSemjonovs 3,986 Super User 2024 Season 2 on at

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NAV Customer Statements being sent to wrong customers

Hi,
check that the Customer Card - Document Layouts, doesn't have a line with Usage="Customer Statement" where a wrong e-mail is provided in the field Send To Email.

@YUN ZHU - in NAV 2018 it was already possible to send out Customer Statements in bulk to all Customers.
NW-06011254-0 on at

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NAV Customer Statements being sent to wrong customers

To be clear, I was referring to the standard customer statement process, where you then select the required report output once filtered on customers etc. you want to run the process for,
YUN ZHU 74,218 Super User 2024 Season 2 on at

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NAV Customer Statements being sent to wrong customers

As far as I know, there is no automatic email Customer Statement to all customers in NAV. Is this a custom feature? If so, please contact your partner to investigate this issue.

Thanks.

ZHU