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.

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  • Set up / use Cycle codes, not customer lists... much easier.

  • 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?

  • in reply to Futureguard

    Tab 2 of Customer maintenance has a field called Statement Cycle.  Populate with a code (create your own codes... e.g. W = weekly, M = monthly...).

    Then in the selection grid, type in the code you want to print statements for.  No CR changes required.

  • in reply to Kevin M

    I don't mind printing on demand I just want to embed in the CR some of the items I would put into the print screen selections so our staff don't have to recall what account numbers, types for instance. I guess I could consider creating a cycle code and put it only on the customers I want to print. Is that what you mean?

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  • in reply to Kevin M

    I don't mind printing on demand I just want to embed in the CR some of the items I would put into the print screen selections so our staff don't have to recall what account numbers, types for instance. I guess I could consider creating a cycle code and put it only on the customers I want to print. Is that what you mean?

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