Statement History Details
Form ID: (AR404300)
You can use this form to view the statement history for each statement cycle. You can easily drill down to the details of the statement.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
| Button | Description |
|---|---|
| Statement History | Navigates to the Customer Statement History (AR404600) form. |
| Print Statement |
Navigates to the Customer Statement (AR641500) report generated for the selected customer. The system runs the report with empty Branch and Company parameters. The statements include only data related to the branches to which the current user has access. Depending on the option selected in the Prepare Statements box on the General tab of the Accounts Receivable Preferences (AR101000) form, the documents in the statements will be segregated by company (if the Consolidated for Company option is selected), by branch (if the For Each Branch option is selected), or not sorted (if the Consolidated for All Companies option is selected). |
Selection Area
You can use the elements in this area to select the statement cycle and the date when the statement was printed.
| Element | Description |
|---|---|
| Statement Cycle | The statement cycle by its ID. |
| Statement Date | The date when the statement was printed. |
Table
The table shows the list of customers included in the statement printed on the specified date, along with such details as the balance and the currency used by the customer.
| Column | Description |
|---|---|
| Customer ID | The unique identifier of the customer account in the system. |
| Customer Name | The name of the customer as it is stored in the system. |
| Statement Balance | The customer's balance (in the base currency) on the statement. |
| Overdue Balance | The total amount that is overdue. |
| Currency |
One of currencies used by the customer. This column appears on the form when the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| FC Statement Balance |
The customer balance in the specified currency. This column appears on the form when the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| FC Overdue Balance |
The overdue amount in the specified currency. This column appears on the form when the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| FC Statement |
A check box that indicates (if selected) that the multicurrency format of statement should be used. This column appears on the form when the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form. |
| Don't Print | A check box that indicates (if selected) that the statement should not be printed in accordance with the customer settings on the Customers (AR303000) form. |
| Printed | A check box that indicates (if selected) that the statement was printed. |
| Don't Email | A check box that indicates (if selected) that the statement should not be sent by email. |
| Emailed | A check box that indicates (if selected) that the statement was sent by email. |
| On-Demand Statement | A check box that indicates (if selected) that the statement has been prepared on demand. |
| Prepared On | The date when the statement has been prepared. |