Corporate Client Statement Tab 4

This tab appears when you click Next from Corporate Client Statement Tab 3. Use this tab to determine the output criteria for printed statements.

ClosedFields

Address

Select the address type to use for printed statements.
Options: Primary, Mailing, Billing, Statement or Other

Sorted by

Select how to sort the printed statements.
Options: Apt or Zip Code

Activity

Activity works in combination with the Type of Listing selection to control Statement output.Closed
Options

All Activity/Summary—Prints one line per transaction header along with the transaction header description, unless a transaction contains entries that affect multiple invoices. If that is the case, then one line item per invoice is listed.

All Activity/Detail—Prints one line per transaction detail along with the transaction header description.

Outstanding/Summary—Prints one line item per open invoice number which is based on the actual open item. The description printed for the invoice is the transaction description for the transaction which created the open item.

Outstanding/Detail—Prints one line item per open item. The description printed is the income code description.

Type of Listing

Determine the amount of detail printed on each statement.
Options: Detail or Summary
Default: Summary

# of Copies

Enter the number of copies to print for each statement.

Message

Open text field used to type a personal message to the resident and/or corporate client receiving the statement.

See Also

Corporate Client Statements Overview

Corporate Client Statement Tab 1

Corporate Client Statement Tab 2

Corporate Client Statement Tab 3

To Process Corporate Client Statements

Required Setup

Effect of Global Policies

Effect of Property Policies

Statements Tab

Processing Overview

 

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