New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2: Generate a Customer Statement Only With Open Entries

This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.

The twenty-seventh of the new functionality in the Application section is Generate a customer statement only with open entries.

Businesses send customer statements to customers in various formats and to serve various purposes. Microsoft have added a new option to the Customer Statement report that can clarify what customers owe you..

Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023

Feature Details

If you open the Customer Statement report from the Customers list or the role explorer, you’ll find a Style field on the request page. The field offers two options:

• Balance: Get an overview of outstanding amounts.
• Open Items: If you choose this option, the report will:
  • Only show open entries within the selected date range.
  • Show a balance for open entries before the start date.
  • Ignore any entries with a posting date that’s after the end date.

My Opinion

While statements are usually produced showing all activity in a specified period, I can see producing one only of open entries would be very useful from a credit control point of view, allowing you to send a statement to a customer of all invoices yet to be paid.