Answer: Although all the customer statements look the same when printed, the Statement Type controls under what circumstances a Customer Record will have a customer statement print for them. Sometimes it's desirable for a customer always to have their statement print, even if they have no balance, or maybe a customer is to never have a customer statement print for them. In either case, Solid Route Accounting™ can accommodate any situation.

To control a customer's Statement Type:

  1. In Solid Business Central™, navigate to [Datafile / Customer / View] and display the desired Customer Record.
  2. Use [F2 – Edit] to make changes to this record, and in the lower right corner, locate the 'Statements' area.
  3. In the 'Stat' field, for Statements, enter in one of the following letters:
    1. N - 'No, unless a Balance' (default). Only print customer statements if the customer has an outstanding balance.
    2. Y - 'Yes, always'. Always print a statement for this customer, even if their balance is at zero.
    3. E - 'Exception'. Never print a statement for this customer, even if they have a balance.
  4. Save any changes with [CTRL+END] and repeat for any additional Customer Records. These settings can be overridden when printing customer statements for [All] customers, as further instructed in Solid Know How™ Article #238 How to Print Customer Statements.
Solid business central

Leave a comment

All comments are moderated before being published

The #1 Route Accounting Software

Say goodbye to messy routes, disjointed delivery systems, and missed sales opportunities. Solid Route Accounting™ arms direct store distributors with a one-stop route accounting solution that drives more sales and revenue with every delivery.

Try Solid Route Accounting™