Accounts Receivable                     Statements                               Statement Process Definitions

Statement Process Definitions

The next few pages describe in detail the option selections available for generating customer statements.

Statement Generation Rules

When a User begins the Statement Generation process, the Statements form will be displayed.  This form is divided into two sub-forms; Select Customers and Statement List.  The Select Customers form is used to define the options and rules that will be used to determine which customers are eligible to receive a statement.  The Statement List is used to launch the statement generation process and will display a list of all customers eligible to receive a statement once the generation process has completed.  The Statement List form is also the location where Statements are printed or an export file is created for customers subscribing to outsource printing with Bridgestone.

Select Customers

Much of the information that defaults into the fields on the Select Customers form is maintained in SedonaSetup / Statement Rules.  If these settings need to be changed, your company’s system administrator may update the default settings.

There are several selections on this form which determine which customers will receive a statement.  Each of these options will be discussed in the following pages.

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