Customer statements

Requirement

With customer statements, customers can reconcile their account information, resolve outstanding issues, and arrange prompt payment based upon agreed payment terms.

M3 solution

Customer statements can be printed with or without suitable aging rules and based on the invoice date or the due date.

Configuration guidelines

Program ID Program name Description or comment
CRS165 Number Series. Open Create number series type 50 with number series 2.
ARS005 AR Statement of Account. Enter Text
CRS470 Payment Forecast. Open Connection with Statement Rule.
CRS665 Statement Rule. Open Connection with Customer Master.
CRS610/K Customer. Open Specify this information:
Statement code
Specify 2-Statement without aging or 3-Statement with aging buckets.
Statement rule
Specify a value.