The Credit Control Manager allows for the recording of
a ‘Debtor Memo’ – a note allowing you to record any specific issues with the outstanding
value on the account. As with the Aged
Debtors report above this memo can also be configured for inclusion when a
statement for the account is printed.
Formatting of Memo Text
The text from the memo prints in the default font for the statement detail area – ignoring any specific fonts or formatting set within the memo. Word wrap occurs based on settings within the statement configuration, the use of <Enter> key within the memo forces a new line on the statement print although any blank lines are omitted.
Installation
Document Parameters
To enable the option to include the debtor memo within the statement you need to amend the parameters within the document design. To update the document layout select Installation from the main menu followed by Application Manager and Document Design Manager. Select the Sales Statements option and then select the specific statement you wish the debtor memo to appear on.Remember the Debtor Memo text is usually for internal purposes only so you would generally not want this text to appear on a statement sent to the customer!
Within the statement design choose Parameters and then
use the ACTION button to move to parameter screen 9 ‘Transaction Items to be
Printed’.
Include Debtor Memo: Start / End Column – enter the start and end column in the detail area where the debtor memo is to print. You can often, depending on the default font, set the end column slightly larger than the required ‘end’ point as the end column is used to determine the size to print and uses this as the number of characters from the debtor memo to print on each line (remembering word wrap is invoked).
Article ID: 178
Created On: Tue, Jun 12, 2012 at 10:16 AM
Last Updated On: Mon, Jun 19, 2023 at 4:29 PM
Online URL: https://kb.datafile.co.uk/article/include-debtor-memo-on-statement-178.html