On-Demand Statements: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for preparing on-demand customer statements.
Implementation Checklist
We recommend that before you initially prepare customer statements, you make sure settings have been specified and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Customer Classes (AR201000) | In the Statement Type box in the Default Print and Email Settings section on the General Settings tab, you specify what type of statement the customers assigned to this customer class prefer—balance-forward or open-item. |
| You select the Print Statements check box if you want to make this customer's statements available for mass-printing on the Print Statements (AR503500) form. | |
| You select the Send Statements By Email check box if you want to make this customer's statements available for mass-emailing on the Print Statements form. | |
|
You select the Multi-Currency Statements check box if you want this customer's statements to be created in multicurrency format. Such statements are displayed for mass-processing (printing or emailing) if the Foreign Currency Statements check box is selected on the Print Statements form. This check box becomes available if the Multicurrency Accounting feature has been enabled on the Enable/Disable Features (CS100000) form. |
|
| Statement Cycles (AR202800) | Make sure that the End of Month statement cycle that you want to use for preparing customer statements has been configured. |
| Customers (AR303000) | Make sure that the EOM statement cycle has been selected for the customer accounts in the Statement Cycle ID box in the Financial Settings section on the Financial tab of the current form. The statement type should be Open Item. |
| Accounts Receivable Preferences (AR101000) | Make sure that on the General tab (Consolidation Settings section), the For Each Branch option is selected in the Prepare Statements box. |
Testing of Settings
To make sure that all settings are configured correctly, we recommend that you prepare on-demand statements as described in On-Demand Statements: Process Activity.