Customer has 5 branches. They have a AR Aging Template set for each branch. Is there a way to run all templates with one click / selection? They want to do this on demand not on a schedule. (2023R2)
Customer has 5 branches. They have a AR Aging Template set for each branch. Is there a way to run all templates with one click / selection? They want to do this on demand not on a schedule. (2023R2)
Hi
Maybe if they can create a GI with the customers they want to run the aging for, they could have an Business Event set up to trigger with something specific related to why/when they want to print the aging report (i.e. days since ____, or payment overdue since ______), and then an Action Execution to trigger when one of the customers falls into the GI and it will print the report off that customer record.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.