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If a customer site is defined as a statement site, Receivables generates a single, consolidated statement for all of this customer's transactions. This statement is sent to this statement site. If you have not defined a statement site for a customer, Receivables creates statements for each customer site to which you have assigned a Bill-To business purpose and whose credit profile has the Send Statements parameter set to Yes.

You choose a statement cycle when you print your statements. Active statement cycles appear as list of values choices in the Print Statements and Customer Profile Classes windows. Statement cycle dates appear as list of values choices in the Print Statements window.

You can disable a statement cycle by unchecking the Active check box, and then saving your work.

   To define a statement cycle:

1. Navigate to the Statement Cycles window.

2. Enter a Name and Description for this statement cycle.

3. Enter the Interval for this statement cycle to indicate how often Receivables will generate your statements. You can choose Weekly, Monthly, or Quarterly.

4. Enter Statement Dates for this statement cycle. Receivables uses the statement date to determine past due items and calculate finance charges.

5. To prevent Receivables from printing a statement on a specific statement date, check the Skip check box.

Note: The Date Printed field displays the last date you printed statements from the Print Statements window for each statement date within a statement cycle. Receivables does not display a printed date for statement dates that you have either elected to skip or have not yet selected for a statement submission.

6. Save your work.

See Also

Sample Statement

Printing Statements

Statements (print parameters, column headings)

Defining Customer Profile Classes