Monthly Billing Statements Are Not Showing in Customer Service
Monthly Billing Statements under Customer Service > Options are not showing after a certain date even if the statements are being generated every month.
Workaround:
This happens when there has been an issue with the statement for a particular month and the dates are manually changed to generate the billing statement. To fix this, certain events needs to be run. Based on the current system month and the date when the statement is generated, the event criteria needs to be set. For example, if the production is in month of June and the you want to regenerate a copy of statement for last month wherein statement is generated on 15th of every month, then the criteria would be set as shown below.
- Run the Update Next Coupon Date event.
- Set the criteria as below:
@p_SetCouponDate = 05/15/xxxx
AND @p_SetHistoryNextCouponDate = 05/15/xxxx
AND @p_SetLastBillDate = 04/15/xxxx
AND @p_SetHistoryLastBillDate = 04/15/xxxx
AND @p_PmtMethod= Billing
- Run Monthly Billing Statements Upd.
- Generate a copy of the statements for the previous month again.
Going forward, statements should appear without issue under Customer Service > Options > Monthly Billing Statements.
ArticleNumber:
000070981