Customer Statement Delivery

Overview

The Customer Statement Delivery provides a centralized view of customer statement delivery records generated through scheduled or manual statement delivery. It allows users to track the delivery status of each customer statement, including whether the statement was sent, failed, or skipped, along with the number of delivery attempts and the latest status update.

The module also helps users identify failed deliveries and retry eligible failed statements.

Header Level Options

The following options are available in the header:

• All — Displays all customer statement delivery records.
• Failures — Displays customer statement deliveries with a failed status.
• Retry Failed — Allows users to retry customer statement deliveries that have failed.
• Advance Search — Opens the advanced search options to filter delivery records based on available criteria.

Header Level Search Fields

The Delivery Status section provides the following search fields:

• Customer — Search for delivery records for a specific customer.
• Email — Search for delivery records based on the customer's email address.
• Delivery Status — Filter records based on their current delivery status.

Header Level Icons

The following icons are available above the delivery records grid:

• Previous — Navigates to the previous page of records.
• Next — Navigates to the next page of records.
• Refresh — Refreshes the delivery records displayed in the grid.
• Save — Saves the current grid or view configuration.
• Search — Opens the Advanced search functionality.
• Column Selector — Allows users to select or manage the columns displayed in the grid.

Columns

The Customer Statement Delivery displays the following columns:

Column	Description
Run #	Displays the run number associated with the statement delivery.
Run Date	Displays the date on which the delivery run was executed.
Queued At	Displays the date and time when the statement delivery was added to the queue.
Queue Source	Displays the source that generated the delivery queue entry, such as CustomerStatement ManualSend or CustomerStatement ScheduledJob.
Type	Indicates whether the statement delivery was generated through a Manual or Scheduled process.
Statement From	Displays the starting date of the statement period.
Statement To	Displays the ending date of the statement period.
Run Status	Displays the overall status of the delivery run, such as Completed or Failed.
Customer	Displays the customer associated with the statement.
Email	Displays the email address to which the statement is being delivered.
Delivery Status	Displays the individual statement delivery status, such as Sent, Failed, or Skipped.
Attempts	Displays the number of delivery attempts made for the statement.
Sent	Displays the date and time when the statement was successfully sent.
Email	Displays the email reference associated with the sent statement.
Last Status Update	Displays the date and time when the delivery status was last updated.
Error	Displays the reason for a failed or skipped delivery, when applicable.

Delivery Status Tracking

The module distinguishes between the Run Status and Delivery Status. The Run Status represents the status of the overall statement delivery run, while the Delivery Status represents the outcome for an individual customer's statement.

For example, a delivery run can be marked as Failed while individual statements within that run can have different outcomes, such as Failed or Skipped. The Error column provides the reason when a statement is not delivered, helping users identify why a particular customer statement was skipped or failed.