Added Statement Numbering to Accounts Receivable Statement Templates

Accounts Receivable Statement templates support statement numbering in Enterprise Management when the Statement Numbers OPERA Control is active. The Statement Numbering option is selected by default and distributes statement-numbering template values to properties.

OPERATIONAL BENEFITS

Statement-numbered and standard Accounts Receivable Statement templates can be centrally configured and distributed from Enterprise Management to assigned properties.

IMPACT OR OTHER CONSIDERATIONS

The Statement Numbering option is available only when the existing Statement Numbers OPERA Control is active and its configuration is approved for the template. The option is selected by default. The Accounts Receivable Statements stationery group supports multiple Rich Text Format (RTF) templates.

STEPS TO ENABLE

Before configuring statement-numbered Accounts Receivable Statement templates, activate the Statement Numbers OPERA Control and ensure its configuration is approved for the applicable Enterprise or Custom Template.

1. From the Side Menu, select Manage Enterprise Template or Manage Custom Template.

2. Select the template code link in the search result or click Manage Configuration

3. On the OPERA Controls tab, activate the Statement Numbers OPERA Control and complete the applicable approval process.

4. Select the Stationery Management tab.

5. Select Accounts Receivable Statements, and then select New.

6. Enter the display name and any applicable language.

7. Keep Statement Numbering selected to distribute sample_statement_numbering values, or clear it to distribute sample_statement values.

8. Select or upload the customized RTF file, and then select Save.