Customer Statement Without Including Fully Allocated Credit Notes
Currently when printing Customer Statements by Date Range in Sage 200 Evolution, fully allocated credit notes are included on the statement, even though they have no outstanding balance. With customers who issue many invoices and credit notes daily, this is causing confusion when giving a statement by date range, as their customers pay on a monthly basis. If the Credit Notes / Refunds are fully allocated, we do not need these to keep showing.
What is the workaround for the problem today?
The Customer Statement is printed normally and the fully allocated credit notes are ignored or the Statement with 'Exclude Paid Up' enabled can be used, however, this doesn't allow a date range to be selected and the statement is generated from the beginning of time till the date specified.
