Visma.net ERP
Prepare statements (AR503000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
In this window, you can prepare statements for selected statement cycles or for all cycles.
| 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. |
