Statement Parameters Maintenance

Use Statement Parameters Maintenance to maintain certain information for printing statements.  Individual Statement Parameters can be set for billing statements, final bill statements, billing adjustment statements, miscellaneous receivables statements, as well as, finance charge statements, shut off or past due statements and open item statements.

Tip:  Generally, Statement Parameters are set by NDS.  For more information, please contact NDS.

Directions:

To see directions for...

• Opening Statement Parameters Maintenance, click More.

  1.  Click Daily Work from the Menu Bar.

  2.  Click Billing.

  3.  Click Statements.

  4.  Click Statements Parameters.
  
  Or, use the keyboard shortcut:  [ALT] [y] [b] s] [p].

   

  

• Creating a new Statement Parameter, click More.

  To create a new record choose one of these methods:

  • Enter the new Statement ID and click Retrieve , or press [ENTER].
    Keyboard shortcut:  [ALT + t]

  • Or, enter the new Statement ID and click File from the Menu Bar; next click New.
    Keyboard shortcut:  [ALT] [f] [n]

  Tip:  To indicate that you are building a new Statement Parameter, New  displays near the Statement ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.

  Statement Parameter Maintenance Prompts
  Tip:  To display the following fields, click Setup .
  Statement ID	Enter the unique identification to be assigned to the statement parameters. (up to 10 characters)
  	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Statement Parameters, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r]
  	To display an existing Statement Parameter, enter the Statement ID and click Retrieve, or press [ENTER]. Keyboard shortcut:  [ALT + t]
  Description	Enter a description for the statement parameter. (up to 40 characters)
  Category	Enter the defined Category ID for the statement parameter. (up to 20 characters) Note:  To search for a Category ID, click Search or press [CTRL + f].
  Parameter File	Enter the defined Parameter File for the statement parameter. (up to 40 characters) Note:  To search for a Parameter File, click Search or press [CTRL + f].
  Condition Code	To qualify customers to include in the statement run if applicable, enter a Condition Code. (up to 10 characters) Tips: To search for a Condition Code, click Search or press [CTRL + f]. To create a new Condition Code, click Fast Access Maintenance or press [CTRL + o].
  Service Group	To process customer statements for a group of services, enter the Service Group ID. (up to 5 characters) Tips: To search for a Service Group ID, click Search or press [CTRL + f]. To create a new Service Group ID, click Fast Access Maintenance or press [CTRL + o].
  Tip:  To display the following fields, click Parameters .
  Print Cover Page	To print a cover page when printing statements, select this box. To omit a cover page when printing statements, de-select this box. Note:  The cover page only pertains to information used by third-party printing services.
  Print Totals Page	To print a Totals page when printing statements, select this box. To omit a Totals page when printing statements, de-select this box. Note:  The Totals Page only pertains to information used by third-party printing services.
  Form Alignment	To print the alignment test pattern before printing statements, select this box. To omit the alignment test pattern before printing statements, de-select this box. Note:  The Form Alignment option only applies to pin feed type printers.  It does not pertain to laser type printers.
  Courtesy Only	To print Courtesy statements, select this box. To omit printing courtesy statements, leave this box blank. Note:  If Courtesy Only is selected, the statement run will only include courtesy statements for those customers who have Courtesy Statement option set to Yes or for customers with an active additional address set for billing statements.  For more information, see Print Courtesy Statements.
  Due Date +/- Days Threshold	Enter the number of days the statement Due Date can be more than or less than the system date to be valid. Tip:  Set this option to prevent users from inadvertently using the statement Due Date from the previous billing cycle.
  Assign Receipt Number Each Printing	Note:  This field is reserved for future use.
  Next Receipt Number	Note:  This field is reserved for future use.
  Paperless Code	To include paperless statement customers as well as paper statement customers in the statement run, click Include Paperless Statement Customers. To omit paperless statement customers from the statement run, click Exclude Paperless Statement Customers.

   

• Editing an existing Statement Parameter, click More.

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Statement ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  If you do not know the Statement ID, you can click Search  to see a list of Statement Parameters.

  2.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3.  Enter the data changes.

  4.  To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an existing Statement Parameter, click More.

   

  1.  To display the record to be deleted, enter the Statement ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Statement ID, you can click Search  to see a list of Statement Parameters.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.