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Answer

AR Customer Statement by Customer Locations

  • March 17, 2025
  • 1 reply
  • 57 views
J
Freshman II

Is there a way to produce statements by customer locations and also being able to send them via email based on the email field within the customer location? 

Best answer by hkabiri

​@jlaforge currently there is no such feature in Acumatica and it should be customized. Maybe you can create a customer for each branch and set the actual customer as Parent for the branch customers. This way you can either have all branches under parent customer or create for each branch customer and send them to email designated for each.

You can use this functionality if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form.

    J

    1 reply

    hkabiri
    Acumatica Moderator
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    • hkabiri
    • Acumatica Support Team
    • Answer
    • March 17, 2025

    ​@jlaforge currently there is no such feature in Acumatica and it should be customized. Maybe you can create a customer for each branch and set the actual customer as Parent for the branch customers. This way you can either have all branches under parent customer or create for each branch customer and send them to email designated for each.

    You can use this functionality if the Parent-Child Customer Relationship feature is enabled on the Enable/Disable Features (CS100000) form.

    SAM KABIRI | L2 Support Engineer | hkabiri@acumatica.com | www.acumatica.com
    Chris Hackett
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