Previewing Customer Statement of account

Hi @DBowden ,

To get the report pop up box, the relevant customer output media needs to be set as ‘Printout’ in the customer screen > payment tab under AR Customer Contact section.

Kindly check whether that helps.

Best Regards,

Yasanthi

Thanks for reply but i was asking why some customers with output media set to email get the print preview but others do not. All of them have email set.

Changing the output each time you need to preview is not a streamlined process to preview for an accounts person.

Thanks

Hi @DBowden ,

Do you get the same behavior in both IEE and Aurena clients? 

Best Regards,

Yasanthi 

Hi @DBowden 

I have just done an analysis of this and my conclusion is the following:

When you press OK in the "Customer Statement of Account" pop-up, there are two things that affect whether or not you subsequently get the print dialog box.
1. "Output Media" on the customer = "Printout"
2. If ”Output Media” <> ’Printout’ AND Amount Due/Open Amount Sum = 0, then you still get the print dialog box.

Not sure if this is still an open item or not, but I noticed for us that we have a “shortcut” in out navigator for Customer Statement of Account and we do not get the option to preview.  However, if I go to Order Report and print from there I do get the preview option.