This section includes the fields and descriptions for the Print Historical Customer Statement tab.
Selection Criteria Island
| Field | Description |
|---|
| Customer No.
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Here you specify a range of customer numbers. The printout only includes customers within this range.
If you wish to reprint a statement, you only fill in the first of the two fields. You then print a statement for the specified customer. Maconomy registers a statement number for each customer. For example, one customer has reached statement number 6, while another has reached number 11.
Maconomy can also print the last statement for a range of customers. To do this, the “Create Statement” field has to be blank and the “Statement No.” field marked “0.”
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| Company No.
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In these fields, you can enter a range of company numbers. The printout will only be based on customer entries with a settling company within the specified range.
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| Customer Type
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Here you can select a customer type. The printout will only include statements for customers of this type.
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| Customer Group
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Here you can select a customer group. The printout will only include statements for customers in this group.
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| Department
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Here you can select a department. The printout will only include statements for customers handled by this department.
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| Language
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Here you select a language code. The printout will only include statements for customers with this language code.
You can use the language code to print credit memos in different languages. You can use Maconomy’s layout editing tools to create customer statements in different languages. When you define the printout, select the language code of the credit memo and layout in the same language.
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| Country
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In this field, you can select a country. The report will only include customers located in the selected country.
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| Currency
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In this field, you can select a currency. The report will only include customers whose currency specified in the customer information card corresponds to the currency in this field.
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| Control Account
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In this field, you can select a control account. The report will only include customers assigned to this control account.
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| Balance Due On
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Here you can enter a date on which to see the customer’s balance. The balance due is the sum of the overdue amounts on all open debit entries due before or on the given date, less the sum of the overdue amounts on all open credit entries, regardless of the when these were due. Maconomy suggests the current date.
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| Statistics 1-4
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In these fields, you can select a number of statistics codes. The report will only include customers whose values in the corresponding statistics fields in the customer information card correspond to the values specified here.
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Selection Criteria, Dimensions Island
| Field | Description |
|---|
| Location
|
In these fields, you can specify a range of dimension location numbers. The printout will only include customers for which the Location field in the window Customer Information Card contains a value within the specified range.
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| Entity
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The functionality of these fields is similar to that of the Location field above.
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| Project
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The functionality of these fields is similar to that of the Location field above.
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| Purpose
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The functionality of these fields is similar to that of the Location field above.
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| Spec. 1-3
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The functionality of these fields is similar to that of the Location field above.
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| Local Spec. 1-3
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The functionality of these fields is similar to that of the Location field above.
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Derived Dimensions Island
| Field | Description |
|---|
| Dimension Comb.
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In these fields, you can specify a range of dimension combination numbers. The printout will only include customers for which the field “Dimension Comb. No.” in the window Customer Information Card contains a value within the specified range.
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Print Control Island
| Field | Description |
|---|
| Layout
|
In this field, you can select which layout to use for the printout. If no additional layouts for the current printout have been added in the window Print Layout in the Set-Up module, the only options will be “External” and “Internal.”
The external statement is in the customer’s standard currency, while the internal statement shows all figures in both the base currency of the assigned company and the customer’s standard currency.
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| Create Statement
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If you mark this field, Maconomy will create and print new statements. These are automatically given a number for every customer. These numbers are updated by Maconomy. When you create historical account statements, one customer might be given statement number 3, while another is given number 8 because you have made more statements for the second customer.
When you reprint historical statements, you must leave this field blank.
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Reprint Island
| Field | Description |
|---|
| Statement No.
|
In this field, you enter the number of the statement you wish to reprint. You only have to enter a number if you are reprinting one specific historical statement for a specific customer.
If you do not enter a figure (that is, the field shows 0) and you do not mark the “Create Statement” field, Maconomy will reprint the latest statements for the customers in the range entered above.
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Extra Fields Island
| Field | Description |
|---|
| Enterprise
|
In this field, you can select an enterprise. The printout will only include customers for which the value in the field “Enterprise” in the window Customer Information Card corresponds to the value specified here. However, if you leave the field blank, customers with any value in the enterprise field are included.
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| Segment
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In this field, you can select a segment. The printout will only include customers for which the value in the field “Segment” in the window Customer Information Card corresponds to the value specified here. However, if you leave the field blank, customers with any value in the segment field are included.
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| Area
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In this field, you can select an area. The printout will only include customers for which the value in the field “Area” in the window Customer Information Card corresponds to the value specified here. However, if you leave the field blank, customers with any value in the area field are included.
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| Popup 1-5
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In each of these fields, you can specify a customer pop-up value. The printout will only include customers for which the values in the fields “Popup 1-5” in the window Customer Information Card correspond to the values specified here. However, if you leave a given pop-up field blank, customers with any value in the field in question are included.
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