Benefits all who run annual statements for customers. Would be helpful to add an email to a Purchase Summary field for customers and run an SRV job once per year.
Date Submitted
Feb 16, 2026
MerchantAg Modules
Accounts Receivable
Product
MerchantAg
Who will benefit from this idea? (Department and/or Job Title)
Everyone who helps customers
What problem does this Idea solve?
Saves employee time by not having to manually run the report and then email or mail it to the customer.
