Open the Customer Statement Event window.

You use the Customer Statement Event report when manually running a customer statement event. E-mails will not be sent if the notification has already been sent the maximum number of times (as defined in the Max. Sched. Rec. Occurence field on the Events window).

Open the report by choosing Departments/Administration/Application Setup/Event Notifications/Customer Statement Event.

Options

Field Description

Start Date

Enter the date that you want to start including customer statements.
End Date

Enter the date that you want to stop including customer statements.
All Having Entries Select the check box to print an account statement for all customers with entries in the statement period.
All Having Balance Select the check box to print an account statement for all customers with a balance by the end of the statement period.
Update Numbers Select the check box if you want Microsoft Dynamics NAV to update the Last Statement No. field on each customer card after it e-mails the customer's statement.
Print Company Select the check box to include the company address in the customer statement. If you clear the check box, your company's name and address will not be included on the customer statement.
Aging Method Indicates the aging method for the customer statement.
  • None: You do not want aging on the statements.
  • Trans Date: Aging indicates the number of days since the transaction posting date.
  • Due Date: Aging indicates the number of days the transaction is overdue. Amounts not yet due are current.
  • Doc Date: Aging indicates the number of days since the document date.
Period Calculation Enter the length of each of the aging periods. For example, enter 30D to base aging on 30 day intervals. If you are not including the aging on the statements, leave this field blank.
Log Interaction Select the check box if you want the program to log this interaction.
Tip

See Also