I have a number of customers who are set up in for Electronic Delivery of invoices, and would like a current list of those customers vs those not currently set up. I am using Sage 100 2014.
Yes this would be the best way.
But I would just also like to add to what Keven said - if someone never went into Paperless and selected that delivery type then it may not exist under AR_CustomerDocuments.
What I would do is get a full list of all of your customers and then comparing it with CustomerDocs, which can be done using a left outer join of AR_Customer with AR_CustomerDocuments. That way you can filter the end result by both 'N' or Null values (Null values comes from when a customer exists in the AR_Customer table but not the AR_CustomerDocuments table, meaning they wouldn't be set up for paperless).
If using Excel Power Query, you could do something like:
Sorry, Every time I try to post the Query as text Sage blocks it with an error:
For some reason (at least in my experience) Sage stores document types in caps and proper case, so you'll need to check for both instances (or use { fn UCASE(Document) } = 'S/O INVOICE'.) Also, you should only check one document type at a time (A/R Invoice, A/R Statement, S/O Invoice, etc) of the types you want checked, because if you include all then the d.Document IS NULL won't trigger properly (if one type is set up but not another). I'd just create a report for each document type and save it so you can refresh it later.
Just to illustrate that some customer numbers may not be in the CustomerDocuments table which results in Null values when joining the two tables:
Edit: I've even tried replying to my message with only the code block and it still errors out. Not sure what that's about...
Edit2: I've just confirmed that Sage is blocking SQL statements to protect their website from attacks, so the image is the best I'd be able to do. Sorry
