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RE: how to get running balance in customer account statement

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Thank you for your question.

RMS does not tract a running total for each transaction, and as the statements simply pulls data directly from the database, this may be difficult to do.

In addition, as the statement itself does not create the running total, you would need to add a formula to the template that sums each previous line entries on the statement together for each line, as there is not a way to store a temp running total for a statement in RMS.

Thank you,

Scott Wardzinski

Microsoft Dynamics RMS & POS Support Engineer


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