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[Jill Schipp]

We would like to print an AR statement for multiple customers within the same legal entity.  Wondering if this is possible and if so I would appreciate any information on how to prepare.  We’ve tried using filters and global address book but so far no luck.  Thanks!

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Jill Schipp
Jasper Engines
Jasper IN
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[Mark Schurmann]

We’ve never had an issue printing multiple AR statements.  If you print to the screen, D365 has a quirky behavior where it will stack the separate statements on top of each other so you may not realize that two reports were generated.  We don’t generally print to the screen. I would suggest filtering on the account number and enter two account numbers separated by a comma.  You might also want to make sure that they both have transactions.  Send the output to a printer and to a file with a format of PDF.  When sent to a file, it should download a zip file with a separate pdf for each statement.  One annoying thing is that D365 does not put a useful name on the files.  It will be “account statement 1.pdf” and “account statement 2.pdf”.

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Mark Schurmann
Accounting Systems Manager
Automobile Protection Corp
Norcross GA
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[Jill Schipp]

Thanks so much for your time and response.  We are wanting to print one statement which includes multiple customers.  The customers (set up separately in D365 for another purpose) are related and only want to receive one statement.  Hope this helps to clarify my question.

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Jill Schipp
Jasper Engines
Jasper IN
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[Dan Murphy]

Jill:

You can setup an Invoice Account that does just what you are looking for. We have invoice accounts that have as few as 2 customer accounts and many as 2,000 customer accounts.  Once you setup the Invoice account, you associate other accounts to it in the Invoice and Delivery Section of the customer account.

Hope this helps,

Dan

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Dan Murphy
Special Projects
Flexaust
San Diego CA
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[Jill Schipp]

Thank you.  I’m testing this and have a few questions.  The AR module is really new to us so this could be why I’m running into issues.  How exactly do you set up an invoice account?  Is this any different than setting up an normal customer and can the invoice account be an account already set up with existing transactions?  I have added an existing account as the invoice account but when I print the customer statement the activity for the new account (with invoice account identified) is the only thing showing up in the statement.  The existing account (invoice account) activity is not included in the statement.  Ideally the invoice account information (name, address, etc.) would show up on statement and all activity for the invoice account and associated accounts would be included in the same statement.  Another issue could be the way I’m printing the statement.  Currently I am filtering by invoice account so please let me know if I should be printing another way.  Thanks again!

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Jill Schipp
Jasper Engines
Jasper IN
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[Dan Murphy]

Jill:

An invoice account is setup just like ?a regular customer.  You do have to remember that credit limits look at the invoice account not the individual customer.  I believe a regular customer account can also be used as the invoice account for other customer accounts. Your challenge may be that I don’t believe transactions that were invoiced for the associated customer accounts will be included in the statement if they were created/invoiced before the relationship was setup.  We have had our invoice accounts setup since we were in AX2009 so I am only making an assumption on this.

The name and address printing on the statement should be that of the Invoice account.  As for printing we print individual statements as requested, and have a monthly batch print/e-mail statements to all customers on the 1st of the month.

Dan

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Dan Murphy
Special Projects
Flexaust
San Diego CA
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[Jill Schipp]

Thanks so much Dan.  I do think invoices created prior to setting the relationship are not included so I think this was my issue.  I set up 2 new accounts, added the invoice account relationship and then posted an invoice to each.  When I printed the statement for this invoice account both invoices were included.  I really appreciate your help!

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Jill Schipp
Jasper Engines
Jasper IN
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