Modified form for receivables statements

  • Modified form for receivables statements

    Posted by Denise Lewis on September 23, 2019 at 12:43 pm
    • Denise Lewis

      Member

      September 23, 2019 at 12:43 PM

      Help please! We recently moved a portion of our receivables from one database to another and are having issues getting the customer statements to print on our modified form. This is what the Statements screen looks like, which is identical to what it looked like in the old database:


      This is what our Template Maintenance looks like, same as the old database. The modified form is assigned to the new database.

      What are we missing?

      Thanks!
      Denise

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      Denise Lewis
      Finance Systems Manager
      Folience
      Cedar Rapids IA
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    • Gerald Buenafe

      Member

      September 23, 2019 at 12:54 PM

      Denise,
      Did you move the server as well?Ā  Try reuploading the old Word Template and see if that works

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      Gerald Buenafe
      Owner/Consultant
      BTP Technologies LLC
      CHANTILLY VA
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    • Denise Lewis

      Member

      September 23, 2019 at 5:39 PM

      No, we didn’t move servers.

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      Denise Lewis
      Finance Systems Manager
      Folience
      Cedar Rapids IA
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    • Jo deRuiter

      Member

      September 24, 2019 at 8:57 AM

      Hi

      Go to Administration>Setup>System>Modified Forms and Reports and ensure that the statement is marked to use the Modified version of the form.

      If you did not move servers it is likely that it should be marked, but if it is not that is likely the issue.
      ?

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    Denise Lewis replied 7 years, 1 month ago 1 Member · 0 Replies
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