Understanding Statement Review

Because the system stores statement information, you can review statements online. This is especially useful when a customer contacts you about a statement. The Review Statements program (P03B202) enables you to quickly access the statement and interactively respond to the customer's concern. You can also reprint a statement previously generated.

When you review statement information, you can review the invoices and payments that were recorded on the statement.

When you review statements, you can access:

  • All statements for all customers.

  • All statements for a specific customer.

  • Statements with a specific notification date.

  • Invoice and payment information on a specific statement.

  • Summary information for the statement, such as associated aging information.

The information that the system displays is for inquiry purposes only.

When you review statements, the system displays information from the F03B20 and F03B21 tables. These tables are also used to store information about delinquency notices.