Sending of Customer Statements in Multiple Companies Configuration

The table below explains the record the contact's email address is retrieved from when you send customer statements in Automated Collections when the Multiple Companies Configuration feature is enabled, meaning that the Use Multiple Companies Configuration field in the Accounting Settings custom setting is selected.

The sending process checks the following:

1. There is a multi-account contact set as the primary contact of the related multiple companies account config.
2. The Finance Contact field is populated on the account associated with the documents that the customer statements are sent for.
3. The correct email address is specified on the contacts mentioned above.

Scenarios for the Sending of Customer Statements

Multiple Companies Account Config Record Exists	Multi-Account Contact Record Set as Primary Contact Exists	Finance Contact Is Defined on the Account	Email Is Defined and Valid	Record the Email is Retrieved from
Yes	Yes	N/A	Yes	All multi-account contacts that relate to the multiple companies account config
	Yes	N/A	No	You receive an error when you try to send customer statements.
	No	Yes	Yes	Finance contact
	No	Yes	No	You receive an error when you try to send customer statements.
	No	No	N/A
No	N/A	Yes	Yes	Finance contact
	N/A	Yes	No	You receive an error when you try to send customer statements.
	N/A	No	N/A