Background
The Customer Statement only prints adjustments if the customer’s statement type is Balance Brought Forward. The ARStatementAdjust table is not populated if the customer’s statement type is Open Item.
Business Case
Customers with statement type of Open Item have requested their (monthly) statements to include lines that show adjusting document(s) which explain the difference between Orig. Amount and Balance statement-columns. Note: We are aware of AR Balance by Customer that can show these details.
Questions
- Is there an easy customization to make to populate the ARStatementAdjust table for statement type Open Item?
- Has anyone modified the Customer Statement report to use other AR adjust tables? If so, how did you handle ARStatementAdjust fields that drive critical calculations in the Customer Statement report, that do not exist in the other adjust tables?
- Are there any other options?
Thanks,
Dan