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.