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Customer Statements prototype location

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  • 1.  Customer Statements prototype location

    Posted Oct 22, 2019 09:36 AM
    GP2015

    I want to check the Address Id that is used in the Customer Statements report (Primary, BillTo, etc).  I assume this is located in the report prototype itself, but I can't find where this is located.  We currently email the customer statements and I assume there is a DOCX or RTF prototype report somewhere that has this information.

    Can someone tell me how to access the Customer Statement prototype report?

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    Richard Roen
    Seeds by Design
    Willows CA
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    Conference-GPUG_200x200


  • 2.  RE: Customer Statements prototype location

    TOP CONTRIBUTOR
    Posted Oct 22, 2019 10:43 AM
    Word Templates are managed from Administration > Reports > Template Maintenance.

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    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
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    Conference-GPUG_200x200


  • 3.  RE: Customer Statements prototype location

    Posted Oct 22, 2019 11:52 AM
    Thanks Matthew,  I had seen that, but now it makes a little more sense.

    That link gets me to a DOCX file with the prototype.  It is very odd since the file location is in the .\Admin\Temp folder, which is a very odd location to store anything since the temp file might be cleared at any time.

    Anyway, when I click on the fields in the prototype, they show links like 'RM_Statements_HRD_TEMP'.'Statement_Name' for the Customer name field and 'Statement Address Line " for the address.

    There must be some query that links to this field designation.  How do I get to that query, or whatever method is used to pull information from the database.  I am trying to understand which Address ID is being used to supply the data since many of our customers have multiple addresses.

    Thanks,
    Rick

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    Richard Roen
    Seeds by Design
    Willows CA
    ------------------------------

    Conference-GPUG_200x200


  • 4.  RE: Customer Statements prototype location

    TOP CONTRIBUTOR
    Posted Oct 22, 2019 12:09 PM
    The data is originating from a Report Writer Report, if you print a statement and on the print dialog change your report type to Standard the Report Writer version should pop-up, you can then click on Tools > Customize > Modify Current Report. This will bring up Report Writer.



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    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
    ------------------------------

    Conference-GPUG_200x200


  • 5.  RE: Customer Statements prototype location
    Best Answer

    TOP CONTRIBUTOR
    Posted Oct 22, 2019 12:20 PM
    If you just want to know where the address code for the statement is coming from it is STADDRCD in the RM00101 table.

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    Matthew Arp
    Business Systems Developer
    Hunton Group
    Houston TX
    ------------------------------

    Conference-GPUG_200x200


  • 6.  RE: Customer Statements prototype location

    Posted Oct 22, 2019 12:35 PM
    Yes, that has the Address Id that I need.

    Thanks Matthew!

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    Richard Roen
    Seeds by Design
    Willows CA
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    Conference-GPUG_200x200


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