Created and viewed through Customer Statements, the Customer Statement Report details billed items to a customer including payment terms and aging information.
Parameters
This is a system-generated reported.
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Parameter |
Description |
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System-provided |
This is a system-generated report. |
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NOTE |
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Link this report to the Generate button within Generate Statement and Reprint Statements by assigning the report to a Report System Location of “Customer Statement Report.” |
Report Details
Report Grouping
No grouping of data is in effect.
Detail Information
The following table describes the fields that display on this report.
|
Field |
Description |
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Statement Title |
The title provided from Generate Statement displays at the top of the report. |
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Company |
The Header branch selected within from Generate Statement for remittance of the billing displays. |
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Remit-To |
Branch selected within Remit-To field in Generate Statement for remittance of the billing displays. |
|
Customer |
The company of the order set within Billing Information displays along with address and contact phone number. |
|
Date |
The billing generation date or run date displays. |
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Customer Number |
Customer identification number for the selected Company displays. |
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Payment Terms |
This field displays the payment terms set for the customer within Microsoft Dynamics GP. |
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Detail Items |
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Order / Invoice Number |
The Order Number or Invoice Number associated to a detail items displays. |
|
Code |
Statement code identifying the detail itemizations displays. The application will display one of the following for each item. BBF Balance Brought Forward SLS Sales/Invoice INV Customer Invoice DR/CR Adjustment FN Finance Charge PMT Payment
The itemization code descriptions are hard-coded to display below the aging information on the actual generated report. |
|
Description |
Line item description displays. |
|
Date |
The transaction date for the statement item displays. |
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Detail Amount |
The dollar amount of the statement item associate to an invoice displays. |
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Amount |
Total dollar amount of the statement item displays. If more than one order contains details for the customer, then a total Order Balance will display as well. |
|
Amount Due |
The sum of all detail items displays. |
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Marketing Message |
The Statement Message set within Generate Statement displays. |
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Aging Information |
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Current |
This field displays the total dollar amount due from the customer within the next 29 days. |
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30-60 Days |
The total dollar amount due from the customer overdue by 30 to 60 days from the current date. |
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61-90 Days |
The total dollar amount due from the customer overdue by 61 to 90 days from the current date. |
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91-120 Days |
The total dollar amount due from the customer overdue by 91 to 120 days from the current date. |
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>121 Days |
The total dollar amount due from the customer overdue by 121 or more days from the current date. |
Report Totals
No report totaling is in effect.