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Simplified Customer Statement

alameen ERP contains detailed reports on the accounts of customers and suppliers that help you follow up the financial position precisely, including the "Simplified Customer Statement" report.

Report Purpose​

With the "Simplified Customer Statement" report, you can show a statement of the account of a particular customer, or of a group of customers linked to one cost center, over a set period.

The report shows the movement of the customer's account in detail: the value of the origin (invoice, entry), the quantity of the materials in it, and the customer's balance, and you can see the gifts, discounts, and additions applied to each invoice issued in the customer's name.

Reaching the Report​

You can reach the Simplified Customer Statement report from the main ribbon - Customers tab - Statements and Balances group.

Once requested, the report window appears as follows:

Simplified Customer Statement

The report window contains various fields and sources that help you view the details you need about the simplified customer statement.

Report Window​

The window lets you set the criteria and data you want the report to show. It includes several main sections, such as the filter fields, the display and commercial papers options, and the sources the report is drawn from.

For more details, go to Report Window.

Report Window Operations​

You can perform many operations on the report data, such as previewing and exporting.

Please see Report Window Operations.