Contents of the Print Customer Statements Screen

Use the fields and options to configure the Print Customer Statements screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY. When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Customer

Field	Description
(Customer) Option	From the drop-down list, select the type of range to determine which customers will be included in the report. The options are: All: Select this option to include all customer accounts on the report. The Start and End fields are disabled for this option. One: Select this option to include only one customer account on the report. Enter the customer account in the Start field. The End field is disabled for this option. Range: Select this option to include a contiguous range of customer accounts on the report. Enter the beginning customer account in the Start field, and enter the ending customer account in the End field. From Beginning: Select this option to include a range that starts from the beginning of all available customer accounts and ends with the customer account that you enter in the End field. The Start field is disabled for this option. To End: Select this option to include a range that starts with the customer account that you enter in the Start field and ends with the last customer account of all available customer accounts. The End field is disabled for this option.
Start	Enter, or click to select, the starting customer to include in the report. If you select All or From Beginning in the (Customer) Option field, the Start field is unavailable. If you are sorting by account, your entry in the Start field is validated against data in the Manage Customers screen.
End	Enter, or click to select, the ending customer to include in the report. If you select All, One, or To End in the (Customer) Option field, the End field is unavailable. The account that you enter in this field is validated against data on the Manage Customers screen.

Date

Field	Description
Start	Enter, or click to select, the starting date of the report. This date is displayed at the top of the report and serves as the beginning date for the activity report.
End	Enter, or click to select, the ending date of the report. This date is displayed at the top of the report and serves as the ending date for the activity report.

Options

Print

Field	Description
Show The 'On Hold' Status	Select this check box to print records for those customers who are on hold. You see the phrase "Status: ON HOLD" in the header of the report. The Hold option on the Manage Customers screen must also be selected for this option to work.
Suppress Statements if No Current Activity	If you select this check box, any customer statement that have no current period activity (either invoices or payments) will not print. If this check box is clear and there is no current period activity, the statement will print, but it will show only the before and after year-to-date invoices, year-to-date payments, and balances.
Include Finance Charge Information	Select this check box to include finance charges on your outstanding invoices.
Print Statements with Invoices_Over days old	Select this check box to print statements only for customers with invoices over a specified number of days old. You must enter the number of days before you can print a statement.

Sort By

Field

Description

1st Sort

From the drop-down list, select whether you want to sort the statements by customer account or customer name. Customer Account: This is the default selection. When you select this option, the statements print one-to-a-page, and they are sorted by the customer account ID. Customer Name: When you select this option, the statements print one-to-a-page, and they are sorted by the long name set up on the Manage Customers screen. The address code that has been designated as the D (default) in the Bill Code field on the Manage Customers screen is the address shown on the statement. If no address code has been designated as the default, no address prints.

Generate

Field	Description
Remit To	Enter, or click to select, a valid remittance address as found on the Manage Remittance Addresses screen in Costpoint Billing. This prints on the header of the report.