Slide 1

Slide notes: Customer Statements can be produced on demand from the AR Debtor screens, and can also be produced on demand, in bulk printing. In this tutorial, we are looking at the bulk printing options.

 

 

 

Slide 2

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Slide 3

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Slide 4

Slide notes: We have an optional step to perform Matching before proceeding with Statement production, since the Statements will include some Ageing indicators, and Ageing indicators are not accurate if Matching is not up to date.

 

 

 

Slide 5

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Slide 6

Slide notes: If the local Statement version for legacy printing is customized and designed for use with pre-printed stationery, then it is advisable to check this field.

 

 

 

Slide 7

Slide notes: If Statements with zero balance should be included and printed, then we check this option also.

 

 

 

Slide 8

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Slide 9

Slide notes: And then we have a number of format Versions to choose from. We can use Legacy Statements or Legacy together with PDF by e-mail, or we can use HTML Document format, and also combine that with PDF by e-mail. If unsure which option to use, please check the Help for a detailed explanation.

 

 

 

 

Slide 10

Slide notes: We may apply a Data Selector of choice.

 

 

 

Slide 11

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Slide 12

Slide notes: And we also select the Statement Period and Statement Date.

 

 

 

Slide 13

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Slide 14

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Slide 15

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Slide 16

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Slide 17

Slide notes: The applied Data Selector may include some runtime prompts.

 

 

 

Slide 18

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Slide 19

Slide notes: And then Statement production will commence, the format and layout to be as locally applied or customized.

 

 

 

Slide 20

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Slide 21

Slide notes: And here we have a sample.