Statement Construct - Details

This page is used to maintain the accounts and service agreements where financial transactions should appear on statements produced using this statement construct. Open this page using Menu > Customer Information > Statement Construct > Search and navigate to the Details page.

Description of Page

Statement Construct is a concatenation of summary information about this record. It is composed of the name of the statement person, the print description and the status.

Statement Construct ID is the unique system-generated identifier for this statement construct.

If a statement construct has a large number of details, you can use the Details Filter to limit the details that appear in the grid. The following options are available:

• All. Use this option to view all details linked to the statement construct.
• Person Name. Use this option to restrict details linked to accounts whose main customer has a primary name that matches an input Name.
• SAs at an Address. Use this option to only show details linked to 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 restrict details to those with a given Description.

Don't forget to click the search button after changing the filter.

The grid contains the Accounts and/or Service Agreements whose financial information contributes to this statement construct. Each record in the grid contains the following information:

• Construct Detail Type defines if the construct detail is for an entire Account or a single Service Agreement. This field is protected if a statement detail was produced using this construct.
• Service Agreement/Account identifies the account (for Account construct details) or the service agreement (for Service Agreement) construct details. This field is protected if a statement detail was produced using this construct.
• Statement Print Description is available for use by the extract program to include on the printed statements to help the recipient identify the details.
• Print Order control where the financial transactions associated with the account / service agreement appear on the printed statement.
• Start Date is the date that this account / service agreement's financial transactions should begin appearing on statements.
• End Date is the date that this account / service agreement's financial transactions should stop appearing on statements.

• Construct Detail ID is a system generated unique identifier of the construct detail.