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 |
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Parameter ID |
Enter, or click
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
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Selection Ranges
Customer
Field | Description |
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(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:
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Start |
Enter, or click
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End |
Enter, or click
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Date
Field | Description |
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Start |
Enter, or click
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End |
Enter, or click
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Options
Field | Description |
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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 |
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1st Sort |
From the drop-down list, select whether you want to sort the statements by customer account or customer name.
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 |
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Remit To |
Enter, or click
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