You will use the UGA Financial Management System run control process to print customer statements.
In this article you will print a Statement for the UGA Athletic Association.
Note: This article was recorded using sample values. Actual values may differ in the production version of the UGA Financial Management System.
Click the Classic Home tile.
To navigate to the Print Statements page, select:
Main Menu > Accounts Receivable > Customer Interactions > Statements > Print Statements
Click the Add a New Value tab.
The Print Statements page is displayed. You will use this page to enter the Run Control ID for Printing a Statement.
A Run Control ID is an identifier that uniquely identifies the process you are running. The Run Control ID defines parameters that are used when a process is run. This ensures when a process runs in the background, the system does not prompt you for additional values.
Note: You can use the same Run Control ID to print future statements, so you will want to enter an ID you can easily recognize. One good option is to start with the initials of the module you are working in, followed by the name of the process.
Enter the appropriate information into the Run Control ID field.
In the Run Control ID field, enter "AR_PRINT_STATEMENTS"
Click the Add button.
The Statement Print page is displayed. This page is used to enter the Report Request Parameters. The parameters will be used to define the processing rules and data to be included when the Print Statement process is run.
To locate the Statement Number you wish to print, click the lookup magnifying glass next to the Statement Number field.
Click the appropriate Statement Number link.
Click the Delete After Print checkbox.
Click the Save button.
A popup message is displayed explaining that you need to process the request immediately.
Click the OK button.
Click the Run button.
The Process Scheduler page is displayed. This page is used to enter or update parameters, such as process output format.
The Server Name field will default to the appropriate Server Name.
In the Process List section, click the checkbox next to the Customer Statement Print item.
Click the Process Monitor link.
The Process List page is displayed. This page is used to view the status of submitted process requests.
The current status of the process is Processing. The process is finished when the status displays Success.
Click the Refresh button until the status displays Success.
Note: You may have to do this several times until the process is finished with updating the transaction to Success.
The Run Status field displays Success. This confirms the Print Statements process has completed successfully.
Click the Go back to Print Statements link.
Click the Report Manager link.
The List page is displayed. You will use this page to select which reports you want to print.
The Reports section of the page is updated with the Reports you processed in the previous steps.
To generate the Statement, click the .pdf Report link.
In the File List section, click the appropriate .pdf link.
If you receive a message asking if you want to Open, Save or Cancel the file, click the Open button.
A sample Statement is displayed. After you have reviewed the Statement, close your browser to return to the Reports Manager page.
Once you have reviewed the statement, you can close your browser to return to the Report Manager page.