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Defining a Statement Site

Receivables lets you define a statement site to better manage customers with multiple bill-to sites. By defining a statement site, you can send your customer a single, consolidated statement for all of their bill-to sites, rather than a statement for each site. You can only define one active statement site use per customer.

If you have defined an active statement site for your customer, Receivables still lets you enter different options for the site level credit profile. However, Receivables ensures that the statement cycles are still all the same by using the statement cycle assigned to the customer level profile.

To create a statement site, assign the business purpose Statements to a customer's address. See: Assigning a Business Purpose to a Customer Address.

Suggestion: You can use statement sites to assess finance charges even if you do not want to send statements to the customer. To do this, set the Send Statements profile option to No for the site level credit profile of a customer with a statement site but set Calculate Finance Charges to Yes for this same site. In this case, Receivables does not create statements for this bill-to site, but will calculate finance charges when you run statements for the statement cycle assigned to the customer level profile.

Statements for a Customer Without a Statement Site

If you have not defined a statement site for a customer that is included in a print statements submission, Receivables generates statements for each of this customer's billing locations that have the Send Statement parameter in their profile class set to Yes.

See Also

Cross Site and Cross Customer Receipts

Defining Customer Profile Classes

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