Include Customer Name in Customer Statements.

User would like to include the Customer name on printed/e-mailed statement. When customizing the Statement Form, there's no field available for Customer. Account Number field on the Printing Fields tab > Headers subtab, will only print the Customer ID from Auto-Generated Number.

 

Setting:

Setup > Company > Auto-Generated Numbers > Entities > Customer = Yes | Allow Override = Yes.

 

To achieve this, perform the following steps:

 

Part I. Create the Custom Fields.

 

            1. Navigate to Customization > Lists, Records & Fields > Entity Fields > New. Settings:

 

                        Label: Customer_Name

                        Type: Free-Form Text

                        Store Value: Yes

                        Applies To: Customer

                        Display tab > Subtab: Main

                       

            2. Click Save.

 

            3. Navigate to Customization > Lists, Records & Fields > Transaction Body Fields > New. Settings:

 

                        Label: Customer Name Statement

                        Type: Free-Form Text

                        Store Value: Yes

                        Applies To: Print on Statement

                        Display tab > Subtab: Main

                        Sourcing & Filtering > Source List: Customer | Source From: Customer_Name

 

            4. Click Save.

 

Part II. Create Workflow that will set value on the Custom Entity Field.

 

            1. Navigate to Customization > Scripting > Workflows > New. Settings:

 

                        Basic Information

                                    Name: Set Customer_Name Value

                                    Record Type: Customer

                                    Sub Types: Customer, Prospect, Lead

                                    Release Status: Released

                                    Enable Logging: Yes

                        Initiation

                                    Event Based: On Create, On Update

                                   

            2. Click Save.

 

            3. Click New State.

 

            4. Click Save.

 

            5. Click State 1.

 

            6. Under Actions tab, click New Action.

 

            7. Select Set Field Value. Settings:

 

                        Basic Information:

                                    Trigger On: After Record Submit

                                   

                        Parameter:

                                    Field: Customer_Name

                        Value:

                                    Formula: {altname}

                                   

            8. Click Save.

 

Part III. Perform Mass Update on existing Customers.

 

            1. Navigate to Lists > Mass Update > Mass Updates.

           

            2. Expand General Updates.

           

            3. Select Customer.

           

            4. Click Preview.

           

            5. Click Perform Update.

 

            Note: No need to set Criteria if this applies to all customer records. The mass update will trigger the workflow.

           

Part IV. Customize the Statement Form.

 

            1. Navigate to Customization > Forms > Transaction Forms.

           

            2. Edit the Statement Form.

           

            3. Click the Printing Fields tab > Body subtab.

           

            4. Check Print/Email for Customer Name Statement field.

           

            5. Change Label of the field to Customer.

           

            6. Click Save.

           

Generate a Statement for a Customer using the Custom Statement Form to verify output.

 

Note: Issue#159295 has been filed as an Enhancement Request to make the Customer field available on Statement Form.

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