Customer Statements Dynamicspath

Customer Statements Dynamicspath Documentpath enables customer statements to be sent out electronically (or to print hardcopies for customers designated to remain that way). out of the box with base nav, there is simply no way to do this. a user would need to generate a statement one by one for each customer, save it to pdf and send it out. if you have three or four customers. Documentpath enables nav users to easily send dynamics nav documents however customers and vendors prefer email, fax or hardcopy. stop manually tracking how documents need to be sent and let documentpath do it for you. define sending rules for each document type to route them to the right people automatically. a simple action can.

Customer Statements Dynamicspath Batch send customer statements via email on either a periodic (eg. monthly) or ad hoc basis. set the statements to include copies of all open invoices, eliminating call backs requesting invoices that were either never received or lost. handle it all in one shot. make electronic payments…electronic. Click accounts receivable > common > customers > all customers. double click a customer account. in the customers form, on the action pane, click edit. on the miscellaneous details fasttab, in the account statement field, select a value if you want to print statements for selected customers, based on the value in this field. To create the criteria and print the statements, the user should follow these steps: select microsoft dynamics gp – tools – routines – sales – statements. enter the statement id. enter the statement description to define when and which customers the statement applies to. the address id should auto fill in once the initial parameters are. Step 1 path: accounts receivable > customers > all customers > “select a customer account” > general tab > set up > print management". step 2 setup print management for email sending 1 right click on “customer account statement” to create a new copy. 2 or right click on "original " under “customer account statement” to create.