How to configure default customer statement form and email template for different subsidiaries.

AI generated answer (using internal Slack threads):

To configure default customer statement form and email template for different subsidiaries, you can follow these steps: 1. Create a Workflow with Set Field Action on Custom Form: You can create a workflow that triggers before record load. This workflow should have a condition that checks the subsidiary. You can also add a set field action that triggers after a field edit (either subsidiary or customer). 2. Customize the PDF Template in a Statement: Navigate to Customization > Transaction Forms > Statement. Identify the default form being used. Then, on that form, you can customize the layout (either Basic or Advanced) as per your needs. 3. Set Up Statements in a Workflow with a Saved Mass Update: This allows you to customize the email. You can also set up standard values for parameters like start date, statement date, show open transactions only, etc., in the workflow. Please note that these steps allow you to customize the form and email template based on the subsidiary. However, the email subject when sending customer statements through the standard pages will still show the root parent subsidiary. This is a limitation of the system and cannot be changed. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******