Row-level
actions/linksThis page captures transaction activity that will appear on customer statements. Transaction activity captured on the Statement Detail page is grouped according to the parameters defined on the Statement Line Type page.
The Statement Generation Process updates the Statement Detail page with the date the statement was generated. The system will not print statements below the specified minimum balance amount. However, statements that have not been printed will still update the Statement Detail table to allow for inquiry if needed.
The Central Statement Billing Profile field, when populated, indicates that the corresponding activities will appear on a central statement associated with this Central Statement Billing Profile.
The following accounting transactions update the Statement Detail table when they affect customer account balances and are available for statement generation:
Receivables
Cash Receipts
Write Offs
Collection Agency Referral
General Accounting Expense
Internal Exchange Transaction
These transactions update the Statement Detail table at the accounting level by Statement Line Type.
This page contains the following actions/links: