You can print a wide variety of Accounts Receivable information on statements for your customers. You can also print letters and labels using information from your customer records.
There are several ways you can select customers, such as by account type, national account, or billing cycle.
If you use aging, you specify the run and cutoff dates, the aging periods, and the set of dunning messages to use.
Because Accounts Receivable maintains complete details of your statements, you can reprint customer statements later if you want another copy. You can use reprint if a statement run did not finish. For more information, see Reprinting Statements.
Statements for open-item customers list all outstanding transactions in the account. You can also choose to include applied transactions and paid transactions.
For the Open Item Statement Type, you select the format to use for the statements; you can select a format that resembles the statement used for balance-forward customers. For more information about the formats, see Printing Statements.
You can also limit the statement run to only customers that have balances outstanding for a specified number of days.
Statements for balance-forward customers resemble credit card statements. They show the balance forward, the transactions that changed the customer’s balance during the period, and the current balance.
Only totals for current invoices, credit notes, debit notes, and customer payments appear on the statement. Applied transactions and discount amounts do not appear.
You can also limit the statement run to only customers that have balances outstanding for a specified number of days.
When you print national account statements using the default selections, the report lists transactions of the associated customers, with a total for the national account, but without subtotals by customer.
If you need the subtotals by customer, choose the customer for the first sort order, and then the National Account for the second sort order. This selection provides individual customer statements, followed by a summary sheet for the national account.
The following SAP Crystal Reports® report designs are available for printing statements:
After you print statements, the program updates the last statement date and last statement balance for the customers on the
Activity tab of the A/R Customers screen
If you print statements by billing cycle, the program updates the date of the last statement date on the A/R Billing Cycles screen.