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Evo-ERP and DBA Classic >> Sales >> AR-E Statements
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Message started by Carla Woodcock on 03/09/04 at 11:08:03

Title: AR-E Statements
Post by Carla Woodcock on 03/09/04 at 11:08:03

A customer has requested a statement of their account on all open items (both debits and credits). I tried to use AR-E, but it won't give me a report - it looks just like a template when I view it. I use AR-N to put deposits in. Is there another place to run this type of report? ???

Thanks.

Title: Re: AR-E Statements
Post by aricon on 03/09/04 at 11:52:06

Check the customer record in AR-A and see if the Send Statements is set to yes. If it is not, change it and then run AR-E again.

Title: Re: AR-E Statements
Post by Carla on 03/09/04 at 13:04:22

Lorne,

Thanks - it was set to N, so I changed it to Y and it works. However, it shows a total due at the bottom, and it should be zero for this account. It looks as though the balance column is not deducting the deposit on accounts (did that make sense?).

Carla

Title: Re: AR-E Statements
Post by aricon on 03/09/04 at 13:06:57

Lynn could comment more accurately on this, but if memory serves, there IS a problem with deposits and the statements....but memory may also be wrong.....

Title: Re: AR-E Statements
Post by Carla on 03/09/04 at 13:12:53

Okay - luckily this customer only has one outstanding invoice, so I can just type them a statement!

I'll check back to see what Lynn says also!

Thanks again! :D

Title: Re: AR-E Statements
Post by Cyndee Pappas on 03/09/04 at 13:18:07

When the print window comes up, there are a bunch of options to select how the program behaves. One of them is "Show Customer Deposits?" and another is "Include Deposits in Balance Due". You might check different combinations to get the results you want. ;)

Title: Re: AR-E Statements
Post by Lynn Pantic on 03/09/04 at 18:05:33

Thanks Cyndee, that's exactly what I would have said!! ;) No problems I am aware of with the Deposits in Statements.

Title: Re: AR-E Statements
Post by jclequip on 07/02/04 at 11:48:28

I too have the same problem - a template prints when I try to print a statement for just one customer. But, Send Statements is already set to Yes. I cannot print any statements if I put a customer code in - I have to leave the customer range blank, and print a statement for every customer.
Any other suggestions?

Kim
JCL