Simplifying statement delivery with print remaining documents

In past versions of GP, users could either print or email statements requiring users to run the statement generation process separately for each type. Even worse, printing statements to paper wouldn't automatically exclude statements that had already been e-mailed.

The new Print Remaining Documents – Statements feature was added to allow a user to e-mail and print customer statements at the same time without duplication:

How to do it...

To set up Print Remaining Statements follow these steps:

1. Ensure that statements can already be printed and emailed in GP. Refer to GP help for statement and e-mail setup if necessary.
2. In Dynamics GP select Sales | Routines | Statements.
3. Lookup the Statement ID field and select a statement form.
4. In the Form field, select On Blank Paper. This is required and will activate the Email Option: Print Remaining Statements field.
5. Check the box marked Print Remaining Statements next to the Email field.
6. Finish any statement setting changes or restrictions for this statement run.
7. Select Print.
8. Statements will be e-mailed to companies that have been set up for e-mail statements and the remaining statements will print.

How it works...

Statement printing and delivery had been stuck without much in the way of updates for the last several versions. Statements are an important part of cash collection. This new functionality removes inefficiencies in the old process, helps eliminate duplicate paper and e-mail statements, and makes emailing statements more consistent.