Customer Statements: Statements for Specific Branches

If you need to configure the printing of customer statements for specific branches, you do it on the Mailing & Printing tab of the Accounts Receivable Preferences (AR101000) form. To do so, you perform the following instruction for each branch:

  1. In the Default Sources table, you add a row.
  2. In the Mailing ID column, you select STATEMENT.
  3. In the Branch column, you select the needed branch.
  4. In the Report column, you select the report on which customer statements will be printed for the branch—AR.64.15.00 or AR.64.20.00.

With this system setup, to print statements you should use the Print Statements (AR503500) form instead of the Customers (AR303000) form.

Attention: On the Print Statements form, a branch can be specified for which a statement should be printed. On the Customers form, it is not possible to specify a branch. That is why the system cannot determine which branch settings to use and will instead use the following default settings:
  • If the Multi-Currency Statements check box is cleared, the Customer Statement(AR641500) report will be printed.
  • If the Multi-Currency Statements check box is selected, the Customer Statement MC (AR642000) report will be printed.

Besides the branch-specific settings, on the Accounts Receivable Preferences form, you can configure an additional setting without specifying a branch as follows:

  1. On the Mailing & Printing tab, add a row in the Default Sources table.
  2. Leave the Branch column empty.
  3. In the Report column, select AR.64.15.00 or AR.64.20.00.
  4. On the Customers form, open the needed customer record.
  5. On the Mailing & Printing tab, add a row in the Mailings table, and specify the following settings for the row:
    • Mailing ID: STATEMENT
    • Branch: Empty
    • Report: AR.64.15.00 or AR.64.20.00
    • Active: Selected
    • Override: Selected
  6. Click Save.

With these settings, the system will ignore the state of the Multi-Currency Statements check box when printing customer statements.