Skip to main content
Solved

Statements with no credits

  • July 24, 2024
  • 2 replies
  • 94 views
dsimmerly
Pro I
Forum|alt.badge.img+1

Is there a out of the box solution / setting to always exclude credit or debit memos from Statements?

Best answer by dcomerford

Hi @dsimmerly there is no out of the box setting to do this. You could modify the Statement form using Report Designer and hide the Debit and Credit Memo’s on the print out/email. If this is only for certain customers you can have more than one statement layout so copy the existing one and make changes to it and then assign to the customers.

A bit of work but does not require development/customisation

    2 replies

    dcomerford
    Captain II
    Forum|alt.badge.img+16
    • dcomerford
    • Captain II
    • Answer
    • July 24, 2024

    Hi @dsimmerly there is no out of the box setting to do this. You could modify the Statement form using Report Designer and hide the Debit and Credit Memo’s on the print out/email. If this is only for certain customers you can have more than one statement layout so copy the existing one and make changes to it and then assign to the customers.

    A bit of work but does not require development/customisation

    Dermot Comerford
      iqraharrison
      Captain II
      Forum|alt.badge.img+9

      @dsimmerly looking at the statement cycles screen, it doesn’t look like there is any way to exclude CM and DM so nothing out of the box like @dcomerford stated!

       

      Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
        Terms & ConditionsAccessibility statement
        About Acumatica ERP system
        Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
        © 2008 — 2024  Acumatica, Inc. All rights reserved