For each customer, verify these prerequisites before you print that customer's statements for the first time. To print customer statements that include transactions from multiple companies, you must map the customer accounts to the corresponding customers in the other companies. You can do this either by using the same address book ID and company ID combination for the customer accounts in all the affected companies, or by including the customer accounts in a virtual company that is used by all the affected companies. For more information, see Merge address book IDs for customer accounts across multiple companies.

1. Switch to the company that you use to create centralized customer statements.

2. Click Accounts receivable> Common Forms> Customer Details .

3. Select a customer account.

4. On the Generaltab, in the Account statementfield, select a value if you want to print statements based on this field. When you print statements, you can select customers according to the setting in this field. For example, to print quarterly statements, you can enter a range of transaction dates for the appropriate quarter and select all customers that have Quarterin this field.

5. If your company prints centralized statements and your customer accounts are not included in a virtual company, look at the value in the Address book IDfield. If this customer should receive a single statement that includes transactions from multiple companies in your organization, complete the following steps:

   1. Click the Overviewtab and then click the Address bookicon that corresponds to the customer account. The Global address bookform is displayed.

   2. Click the Customerstab and verify that the customer account for each company is listed.

   3. If a customer account is missing, merge the customer accounts. For more information, see Merge address book IDs for customer accounts across multiple companies.

Use this procedure to create and print customer statements on a periodic basis. Before you begin, switch to the company that you are printing statements for.

1. Click Accounts receivable> Reports> External> Customer account statement.

2. On the Generaltab, select the range of transaction activity dates to include on the report. For more information, see Customer account statement (report).

3. Select other statement criteria options. For more information about these options, see Customer account statement (report).

4. To show balance information on the report, select the Show maturity distributioncheck box and select either Aging bucketsor Manual setup of maturity distribution. If you select Manual setup of maturity distribution, the Printing directionfield controls whether the distribution shows future or past balance information.

5. Click Selectand, on the Company Rangetab, select the company to print statements for.

6. On the Rangetab, specify the customer accounts and customer groups from which to include transactions. Close the inquiry form.

7. If you assigned an Account statementvalue for your customer accounts in the Customersform, you can select a value to print statements only for customers with that setting. You also can select customer accounts and customer groups to further restrict the accounts that statements are printed for.

8. Close the inquiry form.

9. Click Options, set printer options, and close the form.

10. Click OKto print the customer statements.

Use this procedure to create and print customer statements on a periodic basis. Before you begin, switch to the company that you use to create centralized customer statements.

1. Click Accounts receivable> Reports> External> Customer account statement.

2. On the Generaltab, select the range of transaction activity dates to include on the report. For more information, see Customer account statement (report).

3. Select other statement criteria options. For more information about these options, see Customer account statement (report).

   Note
   If you select an option for Giro money transfer slip on interest note, the transfer slip will be printed only for the current company, not for all companies whose transaction activity may be included on the statements.

4. To show balance information on the report, select the Show maturity distributioncheck box and select either Aging bucketsor Manual setup of maturity distribution. If you select Manual setup of maturity distribution, the Printing directionfield controls whether the distribution shows future or past balance information.

5. Click Selectand specify the companies from which to include transactions.

   Note

   By default, the Company Rangetab displays all companies. The companies that are included in a virtual company that includes the global address book ( DirParty) table collection, and that includes the company you are currently using, are automatically selected. You can specify any combination of companies. However, if you select any companies that are not included in the virtual company, transaction activity from those companies is not included on statements.

6. On the Rangetab, specify the customers and customer groups from which to include transactions.

   Note
   The lookup forms for the fields on the Rangetab include the records from the first company that is selected on the Company Rangetab. For example, if companies ABC and DEF are selected, the lookups display information from company ABC.

7. If you assigned an Account statementvalue for your customer accounts in the Customersform, you can select a value to print statements only for customers with that setting. You also can select customer accounts and customer groups to further restrict the accounts that statements are printed for.

8. Close the inquiry form.

9. Click Options, set printer options, and close the form.

10. Click OKto print the customer statements.