Accounts Receivable Statements Statement Generation Process
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.
Select Customers
Much of the information that defaults into the fields on the Select Customers form is maintained in SedonaSetup. If these settings need to be changed, your company’s SedonaOffice system administrator may update the default settings.
There are many selections on this form which determine which customers will receive a statement. Each of these options will be discussed in the following pages.