Customer Statement History

The company, branch, or company group for which you want to display data. You leave this box empty if you want to view the statements for all the branches of companies and company groups to which you have access.

Depending on the option selected in the Prepare Statements box on the Accounts Receivable Preferences (AR101000) form, the default value in this box can be one of the following:

• If For Each Branch is selected, the default value is the current branch to which you are signed in.
• If Consolidated for Company is selected, the default value is the company of the current branch to which you are signed in.
• If Consolidated for All Companies is selected, the box is empty by default.

Required. The customer, by its ID.

The list of values may be limited as follows:

• If a branch, company, or company group is selected in the Company/Branch box, a customer is listed (and available for selection) if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains this branch, the company of this branch, or company group.
• If the Company/Branch box is empty, a customer is listed (and available for selection) if one of the following is true:
  • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
  • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company.
  Note: These visibility restrictions are applicable only if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form.

The customer balance (in the base currency), as shown on the statement.

This column is displayed on the form only if the Multi-Currency Statements check box is cleared on the Customers (AR303000) form for the customer selected in the Summary area; if the check box is selected, the FC Statement Balance column is displayed instead.

The overdue balance (in the base currency), as shown on the statement.

This column is displayed on the form only if the Multi-Currency Statements check box is cleared on the Customers (AR303000) form for the customer selected in the Summary area; if the check box is selected, the FC Overdue Balance column is displayed instead.

The currency used by the customer.

This column is displayed on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form and if the Multi-Currency Statements check box is selected on the Customers (AR303000) form for the customer selected in the Summary area.

The customer balance in the specified foreign currency.

This column is displayed on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form and if the Multi-Currency Statements check box is selected on the Customers (AR303000) form for the customer selected in the Summary area; if the check box is cleared, the Statement Balance column is displayed instead.

The overdue amount in the specified foreign currency.

This column is displayed on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features (CS100000) form and when the Multi-Currency Statements check box is selected on the Customers (AR303000) form for the customer selected in the Summary area; if the check box is cleared, the Overdue Balance column is displayed instead.