Statement Options on the Customer Pricing and Printing Information Window

Select to keep your records for this customer separate from the other ship-to or bill-to information regardless of who is financially responsible. If you make this selection, the invoices do not display with the parent statements.

If you select this field, the following occurs:

• The bill-to customer's statement does not include the ship-to customer's invoices, even if you flag the ship-to customer's Batch Statement field on the ship-to customer's record.

• The A/R Inquiry Report for the bill-to includes the ship-to customer's invoices.

If you select this option, you must also set the Batch Statement field on the ship-to customer's record to 1 Copy, 2 Copies, or FAX, so the ship-to customer's invoices are included on a statement.

Note: This selection activates if the customer is Ship-To only.

Enter one of the following to define which type of statement to print for this customer:

• B (balance forward) - Includes invoices from the current billing cycle only.

• O (open item) - Includes unpaid invoices from previous billing cycles. This is the default value.

Enter one of the following so that this customer's month-end statement is included in batch statement printing when using the Print Statements program:

• 0 Copies - No statement copies print for this customer.

• 1 Copy - One statement copy prints.

• 2 Copies - Two statement copies print.

• F Fax - One statement copy is faxed. All faxed statements are sent as a group after printed statements are finished.

The customer record must include a contact name of either STMT.FAX, with a fax number, if the customer has a special fax number for statements, or FAX, with a fax number for a main fax machine.

If you print or send more than one copy of a statement, all copies after the first are labeled as "Reprint."

If Entity displays in this field, the settings are coming from the entity you are reviewing, not the bill-to customer in a bill-to/ship-to relationship.

(View Only) Indicates the Batch Statement selection choice and the delivery method, such as Print 1 Copy or Fax 2 Copies.

Select a statement cycle code, which determines which customer statements print based on your selection when running the Print Statement program and the Post Service Charges Program. Statement cycle codes are defined in the Valid Customer Statement Cycles control maintenance record.

For example, if you enter EOM (end of month) in this field for this customer, the system includes the customer's statement when you run the Print Statements program for customers that want their statements printed only at the end of the month.

Enter the customer to include on a parent statement. Typically, this is the bill-to customer.

Select one of the following: Parent, Child, Both.The system sets this to Use Default if no setting is selected.*

Select one of the following for how you want to subtotal statements during printing: Bill-To, Ship-To, Bill-To/Ship-To, or None. The system sets this to Use Default if no setting is selected.

Select one of the following for how you want to break up the statement reports during printing: Bill-To, Bill-To/Ship-To, or None. The system sets this to Use Default if no setting is selected.