Mass Delivery Configuration selection in Account Balance window

Answered

Ajay Audich

• June 20, 2017 16:30

We have a scenario which does not seem to be currently possible with the ‘Account Balance’ functionality of B1P&D.

 

> Customer has 3 geographic locations and users in each location handles their Account Balances (either simply emailing or printing & then mailing out) for their respective regions separately

 

> Each location needs to see only their own set of customers for emailing or for printing and not the customers of other regions

 

> With any other document (like A/R Invoices), this is easy to do with Mass Delivery Configuration, by using the WHERE clause to limit the list of customers to view or not view

 

> With Account Balance window, there is no such option to see the Mass Delivery Configuration options

 

> I tried creating a Mass Delivery Configuration with Account Balances, but as shown below on the right side, all the Account Balance selection options are lost!

 

 

Is it possible to have a feature in future for ‘Mass Delivery Configuration’ selection for the ‘Account Balance’ window with all the selection criteria of the current ‘Account Balance’ window?

 

Thank you in advance!

Vote

1

• Official comment

  

  Rasmus Jensen

  • October 24, 2017 14:20

  These report-selections are not in Mass delivery as the can't be filled while running on a background schedule. As a workaround you could make different Crystal Reports instead that have these value hardcode to use with Mass delivery but it is not planned to extend the mass delivery part as the User-facing Account Balance screen exist (that would be duplication of functionality)

  I can however see a need for more advanced selection criteria on the Account Balance screen in rare cases so added that to internal todo-list but with no planned date yet and with low priority until this request get more votes.
• 

  Wendy Tranter

  • June 26, 2017 04:30

  Hi Ajay

  You can Duplicate the Account Balance and do a new configuration by putting a Where clause in the Mass Delivery configuration's Where condition area.  You create one for each region and then assign it to different buttons using B1UP's validation system and function buttons.

  

   

   

   
• 

  Ajay Audich

  • June 26, 2017 12:22

  Hi Wendy,

  Thanks for your feedback.

  Please see my first screenshot on the right side. I have done exactly what you have suggested. With that method, all the other selection options are lost, for example (A) The From and To dates, (B) Display Business Partners with Zero balance, (C) Display Reconciled Transactions, (D) Age By, etc.

  These are all very important selection criteria for an Account Balance Statement, which cannot be lost.

  So again, is it possible to have a feature in future for ‘Mass Delivery Configuration’ selection for the ‘Account Balance’ window with all the selection criteria of the current ‘Account Balance’ window?

  Thanks,

  Ajay

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