View a Customer's Revolving Statement

Access

Tabs: General, Revolving Statement, Pending Plans

Use this routine to view Revolving Receivables statement history for a specified customer. Access to several other inquiry screens is also available from this routine. You can use the Dynamic Tab Settings routine to add screens/tabs and create a user-defined DTS (Dynamic Tab Select) A custom, user-defined inquiry routine comprised of one or more STORIS inquiry routines. Each inquiry routine in a DTS appears as a tab, allowing you to move between inquiries. (dynamic tab select) inquiry.

This routine is a STORIS standard DTS (Dynamic Tab Select) A custom, user-defined inquiry routine comprised of one or more STORIS inquiry routines. Each inquiry routine in a DTS appears as a tab, allowing you to move between inquiries. inquiry. You can modify its contents via the Dynamic Tab Settings (DTS Setup) routine, but you cannot delete it. Since DTSs are user-defined and changeable, the descriptions in this topic may not match the DTS you see on your screen. This topic describes the DTS as it appears when you first install STORIS.

The output of this inquiry may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

CustomerEnter the code of the customer to view revolving statement detail for that customer. You can click the Search button to access the Search for a Customer routine.  

General Info

Use this tab to view revolving plan information for the customer, by plan. Click here for detail on the fields shown.

Revolving Statement

Use this tab to view revolving statement details for the specified plan and statement period.

PlanSpecify the code of the revolving plan to view. You can click the Arrow button to select a code from the list of active plans for this customer.

Statement Month/YearWhen you first access this tab, this field defaults based on the last cycle date for the plan. You can click the Arrow button and select another statement period to view.

Average Daily BalanceThe average daily balance for the selected plan and statement period is displayed.

Current DueThe amount due for the specified statement and plan display.

Cycle

Start, EndThe cycle start and end dates for the specified statement and plan display.

Pending Plans

Use this tab to view pending revolving plan information for customer orders.

PlanIndicate the code of the pending plan you want to view. Click the Arrow button to select a pending plan for this customer. Transactions for which the revolving plan is pending are displayed in the grid.