Running Customer Statement

In this topic, you will learn how to run a customer statement.

Steps:

1. Begin by navigating to the Create Customer Statements page.

    

   Click the Main Menu button.

   Step 1

2. Click the Accounts Receivable menu.

   Step 2

3. Click the Customer Interactions menu.

   Step 3

4. Click the Statements menu.

   Step 4

5. Click the Create Customer Statements menu.

   Step 5

6. Click the Add a New Value tab.

   Step 6

7. Click in the Run Control ID field.

   Step 7

8. Enter the desired information into the Run Control ID field.

    

   Enter "STMT".

   Step 8

9. Click the Add button.

   Step 9

10. Click the Choose a date (Alt+5) button.

    Step 10

11. Click the list.

    Step 11

12. Click the August list item.

    Step 12

13. Click the 31 object.

    Step 13

14. Click the Look up Unit (Alt+5) button.

    Step 14

15. Click the USCSP link.

    Step 15

16. Click the Look up SetID (Alt+5) button.

    Step 16

17. Click the USCSP link.

    Step 17

18. Click the Look up Customer (Alt+5) button.

    Step 18

19. Click in the Customer ID field.

    Step 19

20. Click the Customer ID list.

    Step 20

21. Click the contains list item.

    Step 21

22. Click in the Customer ID field.

    Step 22

23. Enter the desired information into the Customer ID field.

     

    Enter "1595".

    Step 23

24. Click the Look Up button.

    Step 24

25. Click the SPN0001595 link.

    Step 25

26. Click in the Correspondence Customer field.

    Step 26

27. Enter the desired information into the Correspondence Customer field.

     

    Enter "%".

    Step 27

28. Click the Run button.

    Step 28

29. Click the Server Name list.

    Step 29

30. Click the PSUNX list item.

    Step 30

31. Click the Select option.

    Step 31

32. Click the OK button.

    Step 32

33. Click the Process Monitor link.

    Step 33

34. Click the Refresh button.

    Step 34

35. Continue to click refresh until the Run Status shows "Success" and the Distribution Status shows "Posted".

    Step 35

36. Click the Main Menu button.

    Step 36

37. Click the Scroll Down button.

    Step 37

38. Click the Reporting Tools menu.

    Step 38

39. Click the Report Manager menu.

    Step 39

40. Click the ARX32000S - ARX32000S.pdf link.

    Step 40

41. Click the ARX32000S.pdf link.

    Step 41

42. Click the Internet Explorer Main Window.

    Step 42

43. Click the Home link to begin a new navigation.

     

    Step 43

Congratulations, you have successfully learned how to run a customer statement.

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