Prepare Statements
Form ID: (AR503000)
On this form, you can prepare statements for selected statement cycles or for all cycles.
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 |
|---|---|
| Process | Initiates processing of the statements for the cycles you have selected in the table. |
| Process All | Initiates processing of statements for all cycles listed on the form. |
Selection Area
In this area, you select the date when the statements are scheduled.
| Element | Description |
|---|---|
| Prepare For | The date on which the statement is scheduled (or the statements are scheduled). By default, the current business date is selected. |
Statements Table
In this table, you can select the statement cycles you want to process. The table shows the statement cycles for which the next statement date is earlier than or the same as the Prepare For date specified in the Selection area, and the statement cycles with a blank next statement date. Statements will be prepared in the format required for printing or for sending by email, as specified for each customer or customer class. To view and further process statements, use the Print Statements (AR503500) form. You can get a detailed statement history through inquiries.
| Column | Description |
|---|---|
| Included | An unlabeled check box before each statement cycle that, if selected, includes the statement cycle for processing. |
| Cycle ID | The unique identifier of the cycle. |
| Description | The description of the statement cycle. |
| Last Statement Date | The date when the statements for the cycle were last generated. |
| Last Finance Charge Date | The date when overdue charges were last calculated for the customers. |
| Schedule Type | The selected statement cycle processing option. The following values are available: Weekly, Twice a Month, Fixed Day of Month, End of Month, and End of Financial Period. |
| Next Statement Date | The date when the statements should be generated next, according to the cycle settings. |