Customer Statement Filter

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Overview

• This screen synonymous with the Microsoft Access Form object or graphical user interface (GUI) is used to generate account statements for a specific customer or for all customers within a particular date range.

• It is accessed through the Print Statement button on the Orders & Transactions section of the Customers Accordion Menu.

• Choose one of the following paths:

Main Menu>What would you like to do?>Manage My Customers>Orders & Transactions>Print Statement Accordion Entry

Main Menu>What would you like to do?>Manage My Customers>Orders & Transactions>Print Statement Button

Main Menu>Manage My Customers>View & Manage My Customers>Orders & Transactions>Print Statement Accordion Entry

Main Menu>Manage My Customers>View & Manage My Customers>Orders & Transactions>Print Statement Button

Description of the Screen

Starting Date and Ending Date Fields

• manually enter dates in these fields to limit the time period from which orders are selected for printing or use the date buttons to populate these fields

Date Buttons

• choose Yesterday, Last Week, Last Month, Last Year, Current Day, Current Week, Current Month, Current Year or All Dates
• the program changes the values in the Starting and Ending Date fields according to the selected date button

Which statements do you want to print?

All Statements Check box

• check this box to print statements showing all purchases of all customers in the specified date range

Statement for this Customer Drop-down List

• select to "left-click" the mouse on an object, usually a row in a table, in the context of Monsoon OMS documentation a specific customer from this list to print a statement for just that individual in the specified date range

Cancel Button

• close the Customer Statement Filter without printing any statements

Print Report Button

• generate the report or reports based on the specified criteria

Additional Information

Created: 3/9/12

Revised: 6/11/12

Published: 04/13/16