Global Setup for Account Statements

The global creation of statements can be done from the Accounts window via the menu Process > Statements > Bulk Create Statement Config.

This opens the Account Report window and a message alerts the user about the steps of the process:

Click OK. The Account report will appear.

Enter selection criteria as needed and click

. Select a set of accounts, right-click, and choose .

It opens the Account Statement window, identical to the Statement panel in the Accounts window previously described.

Click Add To All to create a statement rule for each account previously selected.

[NOTE: The Accounts and Parent Accounts selected must have the same Processing Organization]

The global modification of statements can be done from the Accounts window via the menu Process > Statements > Bulk Update Statement Config.

Other actions are also available:

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allows generating statement events in place of the Scheduled Task.

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allows duplicating statements.

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allows global modifications of the set-up for all selected accounts.