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Level 1

Customer statements not printing in alphabetical order

customer statements are not printing in alphabetical order

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Best answer 12-10-2018

Accepted Solutions
Level 15

Basically, if you use Preview, you are Paging through the...

Basically, if you use Preview, you are Paging through the same sequence that it will use for printing. And they typically Are in order, but it relies on the customer name field. When I teach this lesson, we need to make sure we recognize they are in order by Last Name, since our customer list is "Last Name, First Name" because I take them to "page 9" and/or a name, to show how Customer:Job reporting appears based on our Option that we selected.

This person didn't tell us if they are using the option to print statement with the Customer dropdown or radio button such as All Customers, Multiple Names, by Type, by Job instead of For Customer, etc.

And of course, your Customer Center might be "whacked out." We know that years ago, Intuit changed that the addition of new customer names often go to the Top = not in Alpha-numeric sequence. That means reports, and the Hybrid of Statement, actually are in sequence but not the Sequence you might be expecting or even Viewing, in Customer Center.

To know this, you can run any Name-based report, such as Customer Phone List. That reveals the Names are not in sequence. You open Customer Center and use View menu > Re-Sort List. Then, run Statements and they are In That Same Order.



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Level 15

Basically, if you use Preview, you are Paging through the...

Basically, if you use Preview, you are Paging through the same sequence that it will use for printing. And they typically Are in order, but it relies on the customer name field. When I teach this lesson, we need to make sure we recognize they are in order by Last Name, since our customer list is "Last Name, First Name" because I take them to "page 9" and/or a name, to show how Customer:Job reporting appears based on our Option that we selected.

This person didn't tell us if they are using the option to print statement with the Customer dropdown or radio button such as All Customers, Multiple Names, by Type, by Job instead of For Customer, etc.

And of course, your Customer Center might be "whacked out." We know that years ago, Intuit changed that the addition of new customer names often go to the Top = not in Alpha-numeric sequence. That means reports, and the Hybrid of Statement, actually are in sequence but not the Sequence you might be expecting or even Viewing, in Customer Center.

To know this, you can run any Name-based report, such as Customer Phone List. That reveals the Names are not in sequence. You open Customer Center and use View menu > Re-Sort List. Then, run Statements and they are In That Same Order.



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Level 1

In Enterprise 17, there is a checkbox "Print statements b...

In Enterprise 17, there is a checkbox "Print statements by billing address zip code".  It is on the right hand side of the "Create Statements" window.  This will also 'disorder' your statements.
Level 15

That is a Printing Option, which will not change the Cust...

That is a Printing Option, which will not change the Customer Center, and is used for that print run only. If you choose by ZIP, you are overriding the "native sequence" from Customer Center. As I noted, Statements print in "sequence generated" so if you selected By ZIP, they will be By ZIP. If you wanted by name, that will use the Names Listing in Customer Center.
Anonymous
Not applicable

Are they supposed to?

Are they supposed to?

Level 15

They print in Sequence Generated.

They print in Sequence Generated.

Anonymous
Not applicable

Saved?  I didn't know there was an option to save stateme...

Saved?  I didn't know there was an option to save statements. Thought they were more like reports.
Level 15

Corrected; Statements get Generated, not Saved.

Corrected; Statements get Generated, not Saved.
Anonymous
Not applicable

OK... so do you know what controls that ordering?  I susp...

OK... so do you know what controls that ordering?  I suspect the natural/internal sort order of the customer list...

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