Prepare statements (AR503000)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The window toolbar

Button	Description
Process	Initiates processing of the statements for the cycles you have selected in the table.
Process all	Initiates processing of statements for all cycles listed in the window.

The Statements table

In this table, you can select the statement cycles you want to process. Statements will be prepared in the format required for printing or for sending by email, as specified for each customer or customer class. To view and further process statements, use the Print statements (AR503500) window. You can get a detailed statement history through inquiries.

Column	Description
Prepare for	The date for which you want to prepare statements.
Cycle ID	The unique ID of the cycle.
Description	The description of the statement cycle.
Last statement date	The date when the statements for the cycle were last generated.
Last finance charge date	The date when overdue charges were last calculated for the customers.
Schedule type	The selected statement cycle processing option. The following values are available: The end of the month, A fixed day of the month, and Custom.
Next statement date	The date when the statements should be generated next, according to the cycle settings.

Related pages

Concepts

• About the statement processing workflow
• Statement cycles - overview
• Manage credit policy - overview

Tasks

• Prepare statements
• Prepare customer statements
• Print customer statements or send them by email

Windows

• Print statements (AR503500)