Statement - Details

This page is used to view the contracts that contributed financial transactions to the statement. Open this page using Billing Management, Statement and then navigate to the Details tab.

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 contracts that contributed financial transactions to the statement, you can use the Contract Filter to limit the contracts that appear in the grid. The following options are available:

  • All. Use this option to view all contracts that contributed financial transactions to the statement.
  • Person Name. Use this option to only show contract linked to accounts whose main customer has a primary name that matches Person Name.
  • Statement Print Description. Use this option to only show contracts 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 contracts that contributed financial transactions to the statement. If a contract'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 contract 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 contract.
  • Bill's Due Date is the date of the bill on which the contract'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.
  • Contract Information describes the contract that contributed financial transactions to the statement.
  • Account Information describes the account associated with the contract whose details appear on the statement.
  • Construct Detail ID is the unique identifier of the construct detail associated with the contract.
  • Statement Detail ID is the unique identifier of the statement detail on which the contract's financial transactions appear.