Add/Edit Statement Comments
This screen is used to define comments to print on statements. The selection process works two ways. First, standard statement comments will automatically print based on the clients balance status. Second, you may override the standard comment by entering a comment code against a specific client. Each method is described below:
COMMENT CODE (E/web/???) >
STATEMENT COMMENT ID
Each statement comment is uniquely identified with an ID or CODE. The standard IDs are: CURRENT, OVER.30, OVER.60, OVER.90 You may define other codes simply by entering the code at this prompt. To view the already defined codes and comments, enter ??? and RETURN.
AUTOMATIC: Statement comments will automatically print based on the clients balance. Example: If the balance is over 30 days past due, the comment corresponding with the OVER.30 code will automatically print unless an override code exists in the client information screen (see below).
OVERRIDE: In the Client Info portion (an X Function) of the Address Master screen is a field entitled STMT COMM ID. When a statement code is entered in this field, the corresponding statement comment will always print for that client, overriding the comments that would normally print based on the clients balance.
Enter the comment you wish to print when the corresponding code is selected which may be any number of lines in length. You may change the standard code comments if desired. NOTE: These comments are in addition to any statement address or statement detail remarks defined in the Add/Edit Entities/Departments screen.