Customer Statement – A summary of the activity

In this activity, you can generate the customer statement based on search criteria such as company code, business unit, group type code, customer group code, currency, customer code, date option, financial year, financial period, calendar year, month, report type, language and sort option.

This statement contains the details of all the transactions that have taken place between the company and the customer for a period of time. This period of time could be a financial year, a calendar year or date range. This statement would also contain the opening and closing balances of the customer for the date range. If required a summary of the statement can also be generated.

You can set the criterion by specifying the status of the customer for whom you want to generate the statement and the period of time for which the statement is to be generated. You can also select the type of report that you want view and the currency in which you want to view the report. The system generates the report based on the selected criterion. Based on the type of report that you want to view the system retrieves and displays the details of the customer, document details, the outstanding amount, the due date, the instrument details, the opening balance and the balance due from the customer or due from the company to the customer. You can also view the opening and closing balance of the customer, the billing, receipt, advance, deposit and the unadjusted receipt amount.

Click here to know more about generating the customer statement.