Statement - Details
This page is used to view the service agreements that contributed financial transactions to the statement. Open this page using and navigate to the Details page.
Description of Page
Statement is a concatenation of summary information about the statement. It is composed of the name of the statement person, the statement construct print description, the create date of the statement and the statement status.
Statement ID is this statement's unique system-generated identifier.
If a statement has a large number of service agreements that contributed financial transactions to the statement, you can use the SA Filter to limit the service agreements that appear in the grid. The following options are available:
- All. Use this option to view all service agreements that contributed financial transactions to the statement.
- Person Name. Use this option to only show service agreement linked to accounts whose main customer has a primary name that matches Person Name.
- SAs at an Address. Use this option to only show service agreements that are linked to service points associated with a given Address, City and/or Postal code. Note, you can specify any combination of these fields.
- Statement Print Description. Use this option to only show service agreements associated with a construct detail with a given Statement Print Description.
Don't forget to click the search button after changing the filter.
The grid contains service agreements that contributed financial transactions to the statement. If a service agreement's financial transactions appeared on multiple bills, a separate line is displayed for each bill. You can press the go to button adjacent to Bill Due Date to be transferred to Financial Transactions On A Bill where the individual financial transactions associated with the associated service agreement and bill can be viewed. The following information is displayed in the grid:
- Statement Print Description is the description of the construct detail associated with the service agreement.
- Bill's Due Date is the date of the bill on which the service agreement's financial transactions appear. Press the adjacent go to button to be transferred to Financial Transactions On A Bill where the individual financial transactions can be viewed.
- Premise Information describes the characteristic premise, if any, associated with the service agreement.
- SA Information describes the service agreement that contributed financial transactions to the statement.
- Account Information describes the account associated with the service agreement whose details appear on the statement.
- Construct Detail ID is the unique identifier of the construct detail associated with the service agreement.
- Statement Detail ID is the unique identifier of the statement detail on which the service agreement's financial transactions appear.