Problem Sending Letters To Some Customers

[Jeaniemeanie]

Sage 50 Professional 2014 - Version 20-04-09-364
Windows 7 Professional - version 6.1.7601 - 64 Bit

I am having a problem sending letters to some customers.
It seems that if the customer has an invoice on their account dating 2014 or 2015 then it will print a letter. If the last invoice was 2013 or before, or there is no invoice on their account then it won't print and I get an error running report 'No data was returned for this report'. I don't think I have changed any settings or can't see why this would happen, I have used this method of sending mailshots for some years and never had this problem. I hope you can help.


P.S Thank you to Bruce for your help this morning with the problem I had registering.

[brucedenney]

I think this is an issue with your data, at some point sage changed the way email addresses were determined, instead of using email address1 they used an email address of a delivery address and you could choose on a per customer basis which address to use for statements etc for that customer.

This level of complexity required a default delivery address to be set. In the upgrades between versions this didn't always work and on some accounts default never got set and so the whole thing broke for those customers (as mirror issue exists with suppliers).

There are 3 workarounds for this.

1/ Fix the Data en-masse
2/ Fix the data as you go
3/ Change the layout to not use this method.

Before trying a work around you can do a simple test to be sure this is the problem.
In Statements you should find some layouts with 2008 in the name. These use the old method and should work for all customers. This will verify the problem is as I suspect.

1/
Backup
Reindex and Compress
Export all the customers in a CSV file using the report layout "Customer Record CSV" and exporting to CSV format.
Import the customer records back in using the standard map, in 60% of cases this fixes things fine, but I have found some that didn't work.

2/
Edit a the customer record that doesn't work.
"Details" Tab
"Addresses and Contacts" Button
"Preferences" Button
Set a default delivery address to Registered address
OK
Close

3/
Easy method:-
Use one of the "2008" statements and reapply your company styling template to it

Difficult method:-
Open you layout in the Report designer, delete all the joins and tables for sales_del_address and communication_address tables
Fix the filter
You may also need to fix some of the address fields in the layout

[Jeaniemeanie]

Thank you for the info. I have tried a couple of those suggestions but hasn't fixed but will update when I try the other options.......fingers crossed.

[brucedenney]

Did the ordinary versus 2008 statements test prove the cause of the issue?

[Jeaniemeanie]

No as I don't have any 2008 statements. I'm a little wary of doing things that I may not be able to correct if I do it wrong so I'm getting someone in to hopefully sort it this week. I will update once he has had a look.

[brucedenney]

Here is a copy of one of the 2008 statements, try it and see.