Message-ID: <008101c3ce1d$65db4c30$05ae90c6@webadmin> From: "Billy Huddleston" <email@example.com> Subject: Re: [Emerald] Emerald 4.5.6 + Statement creation Date: Mon, 29 Dec 2003 10:06:55 -0500
I've ran the global error report, and it says I have 1,087 Cards awaiting CC
response for more than 15 days.. How do I fix this? I suspect most of
these are from the old 2.5 upgrade... but, can't be for sure.. Please help
me get this cleared up so my accounting department doesn't kill me..
----- Original Message -----
From: "Peter Deacon" <firstname.lastname@example.org>
To: "Emerald List" <email@example.com>
Sent: Wednesday, December 24, 2003 2:31 PM
Subject: [Emerald] Emerald 4.5.6 + Statement creation
> 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
> The update is avaliable here as an sql script that can be run against your
> existing Emerald 4.5.6 database.
> 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,