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To send a customer statement currently, users have to update the document layout for each customer (can update in bulk, but it doesn't pull from the default statement report), and send the statement by going to the customer card > Reports > Statement.

Emailing statements does not work at all when you go directly to the Customer Statements report, even though it is the same option/filters as going to Customer > Reports > Statement.

I believe the statements should be sent out similarly to the invoices, where you can just go to the statement and have it pull from the document sending profile. At the very least, navigating directly to the customer statement and saying "email" should work. Telling the client that it only works when you navigate to this screen a certain way is confusing.
Category: Sales
STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future. Best regards, Business Central Team

Comments

A

We are in the process of implementing Business Central currently and I've just stumbled across this strange issue.


Fully agree that populating the Document Layouts page for each customer would be very time consuming.


A change is needed for this - why this email functionality is so different to sales invoices (for example) is very confusing.

Category: Sales

A

Without any explanation, this change in functionality looks to be totally unwarranted and is creating additional unnecessary workload for our customers.

Can a rationale for the change be provided please plus an indication of the likelihood of it being reversed?

Category: Sales

A

We have the same exact issue on the need to setup the customer document layout on EVERY customer. This makes it almost impossible to ask customer to use the standard SOA. Please allow to use the email address on the customer card.


Hope to see this available soonest.


Thanks

Category: Sales

A

Now adopting the document layout work around requires lots of manual labor to configure individual customer card and assigning the report then adding the email address to it. (For our client, number of customers are more than 300).

Customer statement contains the similar information of sales invoice, just accumulates all that sales information in the given date period. The way system picks up email address of the customer while posting and sending the sales invoice to customer email address, customer statement should follow the same logic.

Category: Sales

A

Agreed - this is a very strange scenario. Why is that every other document sends using the email on the customer card but for Customer Statements you have to ensure the customer has the customer statement set up in Document Layout.


Simple if the document layout is not specified for the Customer Statement then use default email for the customer!


This is insanely time consuming for the end user to ensure this is set up for all customers

Category: Sales

A

I had the same problem, and the customer thinks it is VERY difficult to add that e-mail address to Customer Statement under Document Layout, where they also need to know the ID number of the statement report.

I asked the question in a community, to be sure I wasn't the only one with that problem.
https://community.dynamics.com/business/f/dynamics-365-business-central-forum/438055/e-mail-address-for-customer-statement

I hope this will be up-voted to a future update in BC

Category: Sales