Customer Statement

This activity allows you to view the customer statement report. The report shows component-wise [plan/non-plan] total amount due, paid & balance. The unadjusted portion of credit notes/receipts is shown separately.

Select the “Customer Statement” activity under the “Sales Report – IMS” business component.

The “Customer Statement” page appears.

- Clicking this icon available near certain fields takes you to the help page of the respective field.

Enter the following details in the “Filter criteria” group box:

Scheme Code

The code identifying the scheme for which you want to view the customer statement. Press <Enter>.

The system retrieves and displays the following.

Scheme name

The name of the scheme.

Enter the following details in the “Filter criteria” group box:

As On Date

The date on which you want to view the customer statement report. The system date is displayed on launch of the page. Mandatory

Enter the following details in the “Filter criteria” group box:

Customer Code

The code identifying the customer for which you want to view the customer statement.

The system displays the following.

Company name

The name of the company.

Enter the following details in the “Filter criteria” group box:

Status (Customer)	Use the drop-down list box to select the status of the customer.
Property No	The number identifying the property mapped to the scheme.
Relation ID	The code identifying the relationship ID of the property.

The system displays the following.

Property

The description of the property.

Enter the following details in the “Filter criteria” group box:

Unique No	The number which identifies the customer – relationship combination and is unique for a scheme.
Status (Unique No)	Use the drop-down list box to specify the status of the unique number. The combo is loaded with “Amend”, “Amended”, “Assigned”, “Assigned & POC”, “Cancelled”, “POC”, “Transferred” and “Blank”. The system displays “Blank” by default on launch of the page.

Note: Any one search criteria is mandatory.

Click the “View Report” push button to view the customer statement report.

The system displays the customer statement report.