Whenever we print statements, we leave the box for "Print statements with a balance of $0.00 and no activity" unchecked. Yet, the statements with $0.00 balance and any activity print. We would like to just print the statments with balances greater than $0.00.
I have searched the other posts and have found other persons with the same problems, yet I have not found a solution.
Thanks for any help.
It's a known 'issue'. I wish there were seperate checkboxes for:
'Print statements for accounts with $0.00 balance'
AND
'Print statements for accounts with no activity'
I can understand the logic RMS uses. Look at any credit card statement where the balance was paid in full. If there was account acitivity during the statement period (in this case a payment), then a statement is generated. The customer is being notified that their last payment was received and that they now have a $0.00 balance on their account. With no activity the following period, no statement will be generated.
Like it or not, RMS is doing the right thing. The 'problem' is this: most RMS users are small businesses (not banks) and the customers neither want nor expect a statement after they've paid off thier account. As you found when you searched this group, there are LOTS of RMS users that would prefer not to generate statements for accounts with $0.00 balances.
The sad thing is that the change would be so easy to make. MS could probably have the code changed as I specified above in less than an hour.
Tom
Thanks for the response Tom. I wish Microsoft would make this change. It is not only printing the ones that have paid though. If we open their account to look at it for some reason during the month, then their statement is printed because this is seen by RMS as an activity.
Tom, your statements are completely true. We are a small business. Our customers do not expect a statement nor do we want to spend the money to print, time to sort, or stamps to mail statements to a customers with a zero balance. This is an issue and complaint in our business each and every month.
Connie,
If statements are printing for customers with no transactions, no payments and no A/R adjustments in any given period, then RMS is not functioning correctly. Contact your partner and/or MS directly. Simply looking at a customers purchase history (whether in POS or SO Manager) does not constitute 'activity'.
Tom
" snipped-for-privacy@gmail.com" wrote:
Change bottom of Statement.xml to:
AccountStatement.PresentClosingBalance>0 "PrintStub" "PrintSummary" ActivityStyleCondition "PrintActivityByInvoice" "PrintActivity"
Note: It will print a 'blank' page for zero balance statements but you can reuse the sheets
"Terrible Tom" wrote:
Thanks! I will try it.
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