Email Statements from Navigation List

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Posted on by Marc K

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When Dynamics GP was originally implemented, the users found the print statements functionality very rigid. If you go into Routines > Statements, the filtering options are very limited. Want to print statements for just 3 customers? Good luck with that! Then the users found the Print Statements button in Navigation lists. They could select the customers of interest and print their statements.

I'm trying to set up email statement functionality via Word templates (e.g. the new version introduced in Dynamics GP 2013) and it looks like there isn't a way to email statements from a navigation list. I edited the list to look for a new action to add the Action Pane, but I didn't find anything.

Is there any chance I missed something and there is a way to enable emailing statements from a navigation list?

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Marc K 574 on at

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RE: Email Statements from Navigation List

Thanks for confirming I didn't miss anything. And thanks for the alternative suggestions.
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Almas Mahfooz 11,006 User Group Leader on at

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RE: Email Statements from Navigation List

You can not email statements from navigation list. You can not have multiple customer range as a filter.

But you can instead of using Customer ID can filter your statement either by Type or By Statement ID.

Like in customer setup assigned the specific statement type to your all 3 customer you want to send statement and then while printing statement filter with statement cycle, you can send word template report by setting up word template.