Customer Statement with supporting documents

By | July 24, 2009

There was a very unique but interesting requirement from one of our clients recently, what they needed was along with the Customer Statement, they also wanted to have all the supporting documents to be printed sequentially after each customer’s statements so that they can attach them along statement for customer’s ready reference. (By supporting document we mean the actual Invoice or Cr Memo that is listed on the statement).

To achieve this, what we did was we incorporated ‘Print Supporting Documents’ flag on the Options tab of the Customer statements. (Refer the below mentioned screenshot) So if this is checked all the supporting documents would get printed else only customer statements would get printed, this way we managed to retain the standard functionality and were able to provide better control over the new feature.

It would be interesting to know if this kind of functionality is required by others as well.

For further details you can contact us at sage@greytrix.com.

About Us
Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.