[Emerald] Emerald 4.5.6 + Statement creation

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Peter Deacon (peterd@iea-software.com)
Wed, 24 Dec 2003 11:31:50 -0800 (Pacific Standard Time)

Date: Wed, 24 Dec 2003 11:31:50 -0800 (Pacific Standard Time)
From: Peter Deacon <peterd@iea-software.com>
Subject: [Emerald] Emerald 4.5.6 + Statement creation
Message-ID: <Pine.WNT.4.58.0312241030190.4440@littlesmurf>

In Emerald 4.5.6 we made some improvements as to 'when' a statement is created. The two main senarios we want to avoid is the possibility of double billing credit card customers and statements that do not reflect current activity.

Double billing of credit card/EFT customers can happen if there are pending card transactions waiting to be exported or imported. Since new automatic card payments are based on the statements ending balance these pending payments will not be reflected in the new statement or subsequent card payment and have almost always lead to the double billing of customers.

To counter this Emerald 4.5.6 holds off on new statement creation for a customer until all pending card transactions for that customer have been processed. We have seen instances with some customers where throughtout time for whatever reason -- not all exported transactions have had results imported for them. For these customers a new statement is not generated.
*All outstanding card transactions must be imported or voided*.

Emerald 4.5.6's new global error report provides a count of all CC and EFT transactions that have been outstanding for more than 15 days.

The second senario is one of the best timing for new statement creation.

Generally you don't want to create monthly statements that show just a previous payment and the next day have a recurring invoice created that does not appear on a statement for another 29 days.. Had the statement been created a day later this problem would not occur. Similiar situations were caused by accidently running statements before invoices.

Now Emerald looks into the future before deciding to create statements
*when there are no unapplied invoices avaliable*. If Emerald sees a new invoice will be created within the next 15 days it will hold off on the new statement until that time. This may initially cause some accounts to have statements generated a little later than ususal.

We've made additional corrections specifically for statement creation outligned in the Emerald change history for 4.5.7 (See http://www.iea-software.com/docs)

The update is avaliable here as an sql script that can be run against your existing Emerald 4.5.6 database. ftp://ftp.iea-software.com/emeraldv4/sql/emer456_batchstatements.sql

If you need further assistance feel free to contact our support department, if you currently do not have a contract our sales group can help you choose the right contract or per incident options.

Happy Holidays, Peter

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This archive was generated on Wed Dec 24 2003 - 11:32:19 Pacific Standard Time