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Automation Customer Statements Missed sending Out

  • March 10, 2026
  • 1 reply
  • 12 views
E

Good day,

Questions:

  1. Has anyone had an issue with Customer Statement Automation?  Meaning the statement should have been emailed but didn’t.  All the likely areas were reviewed.  Check boxes, AR Statement reference set up.  Customer profile reviewed.  
    We even had a statement go out but the emailed box was not checked.
  1. Does On-Demand update the email box on the Customer Statement History?
  1. Last one (promise): When you put two conditions on the Automation, it is an AND condition or OR Condition? 
  2. (OK. One more). Statement Date vs Business Date. If payments are made after the Statement Date, does the automaton need to be set to Statement Date or the business date of the prepared statement automation.  For example, if the customer made payments after the statement that show a balance on the statement date, but the balance was Zero at the time the statement is prepared.

We ran an automation and accounting say we missed close to 400 statements that should have been emailed based on the set up of the customer profile and prepared statement history.

Thank you for your time and attention.

Evan

    1 reply

    A
    Captain II
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    • aiwan
    • Captain II
    • March 10, 2026

    ​@evangrill 

     

    relating to point 3 you should be able to add the operator field to your grid, that will allow you to select whether the conditions use AND or OR. I believe they default to AND.

     

    I cannot confidently give you an answer to the other points but my best guess is below:

    1. I’d assume that on-demand updates the Customer Statement History.
    1. As Acumatica pulls data live from the database, this will need to be run after the statement date but the statement date should be fine as the parameter if the payment is recorded correctly in Acumatica. i.e. your payment was received on 31/03/25 but the first working day was 01/04/26 and only then added to Acumatica, the statement should be run on 01/04/26 and payment backdated to 31/03/26 to ensure the payment is recorded on the statement.
    Aleks
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