Print a Customer's Installment Statement

Access

Use this routine to print new installment customer statements or reprint installment statements that were moved to history. For new statements, the program uses the customer information created in the Cycle Process during End-of-Day processing. You can print All, Regular, or Hold statements.

Following the printing of regular statements, the statements move to history. If you do not print regular statements, they move to history during the next customer cycle process. That is, before the cycle process creates statements, any existing statements not yet printed move to history. The Statement History Retention field in the Account Statement Cycling Control Settings determines how long statements remain in history. The End-of-Month process purges the Statement History File. Use the Reprint Statements option to reprint statements from the Statement History File.

In order to run this routine, you must have the Statement Form field in your Account Statement Cycling Control Settings set to Forms Designer.  

Reprint StatementsTo use this routine to reprint customer statements from history, check this box. The Customer Code, and Statement Month, Day, and Year become active. To use this routine to print new customer statements, leave this field blank.

Statement Type

If you checked the box at Reprint Statements, the following four fields are active.

Customer CodeTo reprint statements for a specific customer, enter the customer code. If you click on the Search button, you access the Search for a Customer screen, where you can search for a customer code. To reprint statements for all installment customers, leave this field blank.  

Contract Number

Statement MonthEnter the month for which you want to reprint statements. Otherwise, leave the field blank to reprint statements for all months.

Statement DayEnter the day for which you want to reprint statements. Otherwise, leave the field blank to reprint statements for all days.

Statement YearEnter the year for which you want to reprint statements. Otherwise, leave the field blank to reprint statements for all years.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Options.

Export PathIf you select NFS as your output option, this field displays the user-defined network path-name specified in the Account Statement Cycling Control Settings, as well as the filename specified in the Output Options screen.  Note that you cannot edit the export path using this process.

Once the run-time options have been selected, choose Run to produce the statements.

You can modify your print form to include "RE-PRINT" on all customer statements that you are re-printing.   

To generate statements in XML format, select NFS as your output option.  Output Options is available from the Actions button only if the Create XML for Installment Statements and Export To field is enabled on the Advanced tab of the Account Statement Cycling Control Settings.