Statement Construct - Details

This page is used to maintain the accounts and contracts where financial transactions should appear on statements produced using this statement construct. Open this page using Billing Management, Statement Construct, Details.

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.
  • 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 contracts 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 Contract. This field is protected if a statement detail was produced using this construct.
  • Contract/Account identifies the account (for Account construct details) or the contract (for Contract) 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 / contract appear on the printed statement.
  • Start Date is the date that this account / contract's financial transactions should begin appearing on statements.
  • End Date is the date that this account / contract's financial transactions should stop appearing on statements.
Note: Only financial transactions linked to bills whose BILL DATE is within the construct detail's Start Date and End Dates will appear on statements.
  • Construct Detail ID is a system generated unique identifier of the construct detail.