Customer Entry Statement Print Report ranges and options

Ranges

See Report ranges.

Options

Statement Date

This is the date is printed on the statements. This date does not limit the data selection similar to a date range. You can specify a number between -1 and -7 in the day field to count back up to 7 days. For example, if you specify **/-7/**, the current date less 7 days is used for the date. Statements are run for all open customers up to the date you specify as your statement date.

(C)ustomer #, (N)ame, or (Z)ip Code Order

The order you select applies to all ranges.

Specify C to print statements in customer number order.

Specify N to print statements in customer name order.

Specify Z to print statements in customer postal code order.

(I)nvoice #, (D)ate, or (S)hip To Order

This option determines how the invoice transactions are displayed on each statement.

Specify I to print transactions in invoice number order.

Specify D to print transactions in invoice date,or paid date for inactive invoices, order.

Specify S to print transactions in ship to order. Miscellaneous credits and unapplied cash are included in the subtotal and the final total. If you select Yes to the Include Future Due Invoices? option, future due invoices are also include in the subtotal and the final total.

Print Zero Balance Accounts?

Select Yes to print statements for customers with zero total balances.

This is the balance total of Periods 1-5, Service Charges, Future Invoices, Miscellaneous Credits, and Unapplied Cash.

Note:  If you select No for this option, and you select Yes for the Demand Statements? option, zero balance statements still print.

Print Credit Balance Accounts?

Select Yes to print statements for customers with a credit total balance.

This is the balance total of Periods 1 5, Service Charges, Future Invoices, Miscellaneous Credits, and Unapplied Cash.

Print Only if Balances Past Period

Specify the period number to limit the number of statements that print. Statements print for all customers with balances older than that period.

For example, if you specify 2, statements print for all customers with a balance in Periods 3, 4 or 5.

This setting overrides the Demand Statements? option and only prints customers with balances past the specified period.

Demand Statements?

Select Yes to print statements for customers whose Statement Type field on Customer Setup or Customer Ship To Setup is set to None. This field overrides the setting in the Minimum Balance to Print field in SA Administrator Options-Customer-Statements.

You can print multiple statements throughout the month without updating the last and prior statement balance dates in the Customer Inquiry record.

Note:  Zero balance statements still print if you select Yes for this option, even if you selected No for the Print Zero Balance Accounts option.

Include Future Due Invoices?

Invoices that are due in the future and future credits are not automatically included with the active transactions that print.

Select Yes to include the future due invoice total and future credits in the customer's balance that prints at the top of the statement and to print future due invoice transactions and credits along with active transactions. A status of future is displayed for invoices that are due in the future.

Print References?

Select Yes to print the reference line that is attached to a transaction.

Print Check Summary?

Select Yes to print a check summary at the end of each statement. The check summary prints all checks that you received for this customer since the last non-demand statement, even if those checks were received months previously.

Print Promotional Message?

Select Yes to print a promotional message on each statement. Specify the promotional message in the Report Title field on the Information page. The promotional message prints on all statements in this run.

The next time you print statements, you must specify the promotional message again, unless you are using a stored report.

Print Open Items Only?

Select Yes to only print open items on your statements. Current period transactions are not included if they are inactive.

Select No to print a customer’s transactions that have been billed to a finance company. The transactions are noted with FLPLN.

Print to Email-Fax Where Appropriate?

Select Yes to email or fax a statement to your customer.

Whether the statements are emailed or faxed depends on what you specify in the Statements field in Customer Setup-ECommerce.

If you specify E-Mail, the statement is emailed to the contact email addresses set up for the customer in Customer Setup or Customer Ship To Setup.

If you specify Fax, the statement is faxed to the fax number in Customer Setup-General. The fax device, which is specified on the Information page must be a valid device, is set up in SA Printer Setup. If the printer that is specified on the Information page is not the fax printer, the user name is used for the From field on the fax. If the user name is not available, Accounting or Purchasing is used.

Print by (C)ustomer, (S)hip To or (B)oth?

Select Customer to generate a statement for the specified customer. Ship To data for any of the customer's ship tos within the same ranges is included in the statement. The statement is delivered according to the options specified in Customer Setup.

Select Both to generate statements for the specified customer and any of that customer's ship tos within the same ranges. A customer statement is generated to include all of the customer data and ship to data, and it is delivered according to the options specified in Customer Setup. In addition, individual ship to statements are generated and delivered according to the options specified in Customer Ship To Setup.

Select Ship To to generate statements for the specified ship tos. Individual ship to statements are generated and delivered according to the options specified in Customer Ship To Setup.