Users of Dynamics GP are often confused about the use of the options when setting up statements.  Below is a brief description of the options and their meaning.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address ID:

This is the address ID for your company that should print in the header of the statement.

 

Form:

If using preprinted forms this is where you select the form you will use.  Most companies will use the blank paper form and let Dynamics print all the graphics and data together.

 

Customers:

The options in this drop down determine how the statements are sorted when printing.

 

Documents:

The options in this drop down determine how the documents on the statements are sorted.

 

Statement “Print For:” options and their meaning:

Current Period Balance

-- Prints statements for customers with current balances.

 

Past Due Balance:

-- Prints statements for customers with past due balances.

 

Credit Balance:

-- Prints statements for customers with credit balances.

 

Current Paid In Full:

-- Prints statements for customer with current balances paid in full.

 

No Activity:

-- Prints statements for customers who have no current activity.

 

Zero Balance Due:

-- Prints statements for customers with zero balances.

 

Show Applied Payments:

-- The applied portion of a payment will appear on the report below the invoice it’s associated with.

 

Exclude Fully Applied Payments:

-- Payments that have been fully applied don’t appear on the report.

 

Consolidated National Accounts:

-- National account customers will have consolidated statements printed. If you select this option and you don’t mark Individual Child Statements, only one statement will be printed for each national account. If you mark Individual Child Statements, one statement will be printed for each national account, and an additional statement will be printed for each child included on a consolidated statement.

 

 

Date To Print:

The date you want to print on the statement.

 

Date selection options

 

Enter Date:

Enter day date in MM/DD/YYYY format

 

Current Date:

Selects the current user date

 

Beginning of month:

Prints the first of the current month

 

End of month:

Prints the last day of the current month

 

Beginning of period:

Prints the first day of the current fiscal period

 

End of period:

Prints the last day of the current fiscal period

 

Beginning of previous month:

Prints the first day of the previous month

 

End of previous month:

Prints the last day of the previous month

 

Beginning of previous period:

Prints the first day of the previous fiscal period

 

End of previous period:

Prints the last day of the previous fiscal period

 

Beginning of calendar year:

Prints the first day of the current calendar year

 

End of calendar year:

Prints the last day of the current calendar year

 

Beginning of fiscal year:

Prints the first day of the current fiscal year

 

End of fiscal year:

Prints the last day of the current fiscal year

 

Summarize To:

All documents older than this date will be summarized into a balance brought forward, BBF, on the statement.

 

Cut-Off Date:

Documents with a date greater than this date will not be selected for the statement.

 

Reduce the oldest aging period amounts by unapplied credit amounts:

Marking this check box will apply all unapplied credits to the last aging bucket.

 

Print:

Marking these check boxes will print the appropriate values for the customer from the customer card.

 

Credit Limits
Finance Charges
Payment Terms
Messages

 

 

Ranges:

Select customers using the following range options.

 

Customer ID
Customer Name
Class ID
Type
Salesperson ID
Sales Territory
Zip Code
Statement Cycle

 

Micro Force Email: sales@micro-force.com
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