Statement Construct - Main

Open this page using Billing Management, Statement Construct.

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.

Person ID is the person who receives the future statements.

Note: A person may be linked to many statement construct records.

Status indicates whether or not this person is currently receiving statements. The values are Active and Inactive.

Fastpath: Refer to Lifecycle of a Statement Construct for more information.

Address Source - Used to indicate the source whose address should be used for sending the statements to the person.

Address ID - Used when you want to send the statements generated for the person to a particular address. If the address source is set to Person, you can only specify the address ID which is associated with the person. It can be either the person's mailing or seasonal address.

Note:

The Search () icon appears corresponding to this field. On clicking the Search icon, the Address Search window appears where you can search for the required address.

If the address ID is not specified and address source is set to Person, the mailing address which is effective for the person at the time of statement generation is considered for statement routing.

Statement Cycle - Used to indicate when statements are produced for this statement construct. Refer to Statement Cycle for a description of how the production schedule is maintained.

Statement Route Type - Used to indicate how the statement is routed to the Person (e.g., via email, postal service, EDI, etc.). Refer to Statement Route Type for more information on setting up statement route types.

Number of Copies - Used to indicate how many copies of the statement the person wishes to receive.

Statement Format - Used to indicate if the person receives a Detailed or a Summary statement.

Note: The values for this field are customizable using the Lookup table. The values need to match the formats supported by your statement print software. This field name is STM_FORMAT_FLG.

Print Description - Used to specify a brief description that can be printed on the statement.

The tree shows the statement construct's details. The nodes expand to show account and contract information for the construct details.

Note: Large statement constructs The tree is hard to use if the statement construct has many details. In this situation, transfer to the adjacent tab page and use the filter to restrict the details that are shown.

Statement Construct Identifier - Used to specify the value for the statement construct.