Order - Customer Statement of Account
Explanation
This activity is used to view or print the customer statement of account.
The customer statement of account contains all open (unpaid) customer transactions
of the company, as of the date for which the statement was ordered. The customer
statement of account can also be used as a customer confirmation statement by
using the confirmation statement template connected to the customer to generate
the report.
When the customer statement of account is printed, the information sends
to each customer based on the details connected to the AR customer contact and
output media; Printout, Email, Mail to Fax and XML.
To order a report, select Customer Statement of Account Report available
in the AR Reports page and enter selection criteria for the
report. Select the Use Confirmation Statement Template option if you
want to use the customer statement of account report as a Customer Confirmation
Statement.
Prerequisites
In order to perform this activity, records of transactions which have taken
place between the company and it's customers during the time period specified
in the Customer Statement of Account dialog must
exist in the system.
The following prerequisites should be met in order to send the customer statement
of account using output media:
- Report should be ordered from the navigator
- IFS/Print Server and IFS/Connect has to be installed.
- Print Server Archiving has to be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- If the customer statement of account should be sent as an Email,
select E-mail from the Communication Method field in the Customer/Comm
Method tab and specify the receiver's e-mail address in the Value
field for the respective customer. The customer's AR Customer Contact
should be entered using list of values in the Customer/Payment
tab. And also select E-mail as the output media type from the Customer/Payment
tab.
- If the customer statement of account should be sent using Mail
to Fax, select Fax Server from the Communication Method filed
in the Company/Comm Method tab and specify the fax server
in the Value field for the company. In the Customer/Comm
method tab fax should be selected as communication method
and the receiver's fax number should be specified in the Value field
for the respective customer. The customer's AR Customer Contact should
be entered using list of values in the Customer/Payment tab.
And in the Customer/Payment tab select Mail to Fax
as the output media type.
- If the customer statement of account should be sent as an XML
file, in the Customer/Comm Method tab a communication method
and a corresponding Value for the communication method should be added.
The customer's AR Customer Contact should be entered using list of
values in the Customer/Payment tab. And in the Customer/Payment
tab select XML as the output media type.
System Effects
| Confirmation Statement Template |
System Effect |
| Used |
The customer confirmation statement report will
be generated for customers for whom a confirmation statement template
is specified in the Customer/Payment
tab page. This report consists of two copies of the customer
statement of account report. |
| Not used |
The customer statement of account report will
be generated for all the customers with whom the company has carried
out transactions during the time period specified in the
Customer Statement of Account dialog. |
When the customer statement of account is printed;
- The system will distribute the report to each customer based on output
media when the selected output media is Email or Mail to Fax.
- The system will generate a single PDF file for all the customers having
output media Printout.
- The system will generate a single XML file for all the customers having
output media XML.
- A separate PDF files will be created in Report Archive
page depending on output media and language.