On-Demand Statements: General Information

In addition to regular customer statements, you can create on-demand statements for dates outside the dates of the statement cycles configured in the system.

Learning Objectives

In this chapter, you will learn how to do the following:

  • Generate an on-demand statement
  • Review and print the on-demand statement

Applicable Scenarios

You generate on-demand customer statements when a customer asks you to provide a statement as of a specific date to reconcile balances.

Process Description

For an on-demand statement to be prepared for a customer, the Open Item statement type should be selected for the customer on the Billing Settings tab of the Customers (AR303000) form.

You can prepare an on-demand statement for this customer by clicking Generate on Demand (under Statements) on the More menu of this form. Then, in the dialog box that opens, you need to specify the date to be used for the on-demand statement. You can specify any date except for the date for which the regular statement has been prepared in the system. If you have already prepared an on-demand statement on the specified date, the previous on-demand statement will be deleted.

Tip:
To print the prepared on-demand statement for a particular customer, you can use the Print Statement command (under Statements) on the More menu of the Customers form.