Save Statement Profile

 

The Save Statement Profile screen appears when users Save an existing profile or creating a new profile using Save As from within the Generate Statement screen. 

 

Figure 3: Save Statement Profile screen

 

The following table describes the fields and functions available within this screen.

 

Field

Description

Name

Enter a name for the profile (up to 64 characters).  The name will appear as a Statement Profile value in Generate Statement and as the Profile in Reprint Statements.

Description

Enter a message that will print on each statement report just above the aging information (up to 128 characters).

Generate

This function saves the data set within Generate Statement for the named Statement Profile.

Cancel

Selecting this option will discard any changes made and close the screen.