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Flexible Solutions, Inc. – GP Reports Viewer

81

b.

Customer statement cycle – this option will let you pick the customer statement cycles set up in Dynamics GP and selected for each customer on the Customer Maintenance Options window.

c.

Total balance due exceeds – this will only print statements for customers with a balance higher than what is selected.

TIP

To print statements for customers with balances of $500 or higher, enter $499.99 for this option.

d.

The sum of _______ and beyond exceeds ________ . With this option you can select aging buckets set up in your Receivables module to select only customers with balances specified that are in the aging bucket you choose or older. For example, to select all customers who have a balance of $1000 or more that is over 60 days old, the selection would look like the following:

TIP

With the All selection, it may be helpful to select the Exclude customers with zero balance checkbox, so that only customers with a balance get a statement.

c.

Email Message ID: This selection lets you pick a preset E-mail Message ID (this uses the out-of-the-box Dynamics GP email message setup) and specify a file Attachment Name for the statement that will be sent via email.

TIP

All emailed statements will be converted to PDF attachments. If no Attachment Name is selected, the name of the report (shown under Statement Report) will be used as the file attachment name.

  • 5.

    In the Destination section you can select how to print/email your statements:

    • a.

      Print to screen: This will print all the selected statements to the screen – from there you can print them to the printer.

    • b.

      Print to printer: If you want to print to the printer right away, you can select the printer and number of copies with this option.

If you choose to email statements, you will also have the option to select the checkbox to Email customers with a valid email address and print / preview the rest. For example, if you have 100 customers selected and choose Print to printer and Email and Email customers with a valid email address and print / preview the rest checkbox is selected:

  • With 90 customers that have valid email addresses: 90 customer statements will be sent via email, the other 10 will print to the printer.

  • With all customers that have valid email addresses: all 100 customer statements will be sent via email. You will receive a message indicating that all customer statements were emailed and there are none that need to be printed.

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