| Description |
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-202661 - Cannot load customer statements report|http://helpdesk.irely.com/iRelyi21live/i21/#/HD/Ticket/?ticket=HDTN-202661]
This issue relates to i21 Help Desk ticket. Click the link below to go to Help Desk ticket.
[HDTN-202420 - Upgrade TE to 17.1.0831.211|http://helpdesk.irely.com/iRelyi21live/i21/#/HD/Ticket/?ticket=HDTN-202420]
* Issue:
** Customers print statements and Card Fueling invoices must spend extra time at EOM to collate them together.
* Development Considerations:
** Minimize re-coding forms and business logic to AR by re-using/embedding existing logic/views/forms as much as possible.
*** AR base statement formats are still undergoing regular modifications, and we do not want ongoing maintenance to keep a separate code base in conjunction.
** A/R currently has 4 statement types.
*** Will generate balance forward only at this time.
*** Future may require us matching to all, on the same invoice run.
* Requirements:
** Add CF Invoice Run Time Option
*** Include Statement Remittance page Yes/No
*** When Yes, print Statement Sections below.
**** Prompt for Balance Forward Date
*** When No, print normal CF Invoice configurations.
** Section
*** Top Left - Addresses (Company and Customer)
**** Logo
**** Company Name
**** Company Address
**** Company City, State, Zip
**** Phone # / Website URL
****
**** Customer (placement must be precise to fit in windowed envelopes - match Sales Invoices/Statements)
***** Name
***** Address
***** City, State, Zip
*** Top Right - Remittance
**** Statement of Account
**** Make Payment to - Company Name
****
**** Balance
**** Discount Avail
**** Balance with Discount
**** Balance Due Date
**** Customer # and Name
**** Remittance Amount Enclosed ___________
*** Middle (A/R Activity)
**** Balance Forward
**** Other A/R Activity in date order ascending
**** Must include new CFSI invoice # and Amount that is being generated (but may not be posted)
*** Bottom
**** Discount Schedule (Using same rules as CF Invoice on how discount schedule shows)
**** Statement Comment
**** A/R Aging
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