Print Statements
The Print Statements module allows you the flexibility to produce statements for all receivable groups based on the Statement Type Code (as set up in the data base). The statement format is user defined in the Accounts Receivable Profile Records.
The system will display the following screen:
This screen will display all of the user defined statement formats. The system will accept up to 9 different formats as defined in the Accounts Receivable Profile Records. Please refer to the Accounts Receivable Forms Parameters Set Up in the Systems Maintenance Section.
The system will prompt for the next screen.
Statement parameters may be selected by account number, account name or account sort code, of any combination thereof.
If option 1 is chosen (account number) the system will prompt:
Starting At Customer
Ending At Customer
A <Enter> will produce statements for all customers who have outstanding balances in the sub-systems indicated in the previous screen. If option 2 is selected, the system will prompt in the same manner, except that it is looking for a client name as opposed to a number. The same is true for option 3, account sort codes. If more than one option is selected, the system will prompt in order for all necessary information. For example, if a statement is to be prepared for customers by number and by sort code (option 13), the system will prompt first for account number parameters, then for sort code parameters.
When all parameters have been entered the system will prompt:
Enter Range Delimiter 1-4
You must specify the aging ranges for this group of statements (i.e. 30-60-90-120 days). These parameters can be set up to report in any way you wish. When all parameters have been entered, the system will display this message:
Are Ranges Ok
If the ranges are correct, press <Enter> to continue. If ranges are incorrect, press 'N' to clear the screen and re-enter the ranges.
Aging Ranges Will Be
- less than 30 days
- 31 days to 60 days
- 61 days to 90 days
- 91 days to 120 days
- greater than 120 days
Enter Statement Type Code
Enter the Data base Statement Code for which statements are to be produced.
Enter Cut Off Date
Enter the cut off date for statements. All transactions up to and including this date will be included.
Note to Print Statement With Overlay: This option produces both a report and statements. To obtain the statement with an overlay, you must go to your Report Viewer and find the .STM file, you will print all or part and apply your statement overlay.