Looking to Customize Customer Statements Sage 100 2019

I am looking to customize customer statements in the A/R Period End section. I can set up basic customizing by setting up a new form and going into design and making my changes, but I want to limit which customers are generated without having to enter a criteria each time. I would like to embed it into the Crystal Report. It seems to ignore the customization on fields such as customer number unless I place the information onto the basic print screen under selections which clears when you close the print window. Has anyone else tried doing this? There are certain customers I want to exclude.

Thank you.

Parents Reply
  • in reply to Kevin M

    Most of the time you can create the form and hit design from the form window and make modifications to the crystal report. This time it doesn't seem to be working. I am unfamiliar with what you are referring to "Cycle codes". Can you elaborate?

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