Create Statements Background Process

This statement construction background process (STMPRD) is responsible for periodically creating statements. It works as follows:

  • All statement cycles are selected with pending schedules whose production date is on or before the business date.
  • For each such cycle, all of its statement constructs are selected. For each statement construct:
    • If a statement already exists for the cycle schedule and construct, it is deleted (this allows for reproduction after a mess up). Note well, this is true even if the statement is printed as you may have only spotted the problem after viewing the printed statement.
    • A statement is created.
    • All SAs associated with the construct details effective on the business date are extracted.
    • All "SA snapshots" associated with bills whose BILL DATE is within the construct detail's start and end dates that are not already linked to one of the construct's statements are linked to the new statement. Note, an "SA snapshot" is created for every service agreement linked to an account when a bill is completed for an account.
    • If no "SA snapshots" are found, the statement is removed.
Note:

The following diagram illustrates how the above logic could result in multiple bills for a single service agreement being linked to the same statement.

Fastpath:

Refer to Statement Maintenance for more information about a statement and its details.

Note:

This process is rerunnable. If a problem occurred during the statement creation, simply run the background process again. It will clean up all existing statements for each construct in the current cycle schedule and start again.

Fastpath:

Refer to Printing Statements for more information for how a separate background process uses the information snapshot on a statement to construct the extract file used to print the statements.