How to Add/Update/Delete a Statement Notice
The following process describes how to add/update/delete a Statement Notice.
For instructions on how to add a Statement Notice, click the following link: Add a Statement Notice
For instructions on how to update an existing Statement Notice, click the following link: Update a Statement Notice
For instructions on how to delete an existing Statement Notice, click the following link: Delete a Statement Notice
Use this procedure to add a Statement Notice:
1. Go to Statements > Setup > Statement Text Editor. The Statement Text window displays.
2.
Click the 
icon.
4. Enter a description in the Description box.
5. Enter the text you want to be displayed for the Statement Notice.
6. Click the 
icon.
7. To display the new Statement Notice on a statement, select the corresponding Statement Notice description on the Statements > Setup > TPA Statement Configuration > Statement Notice tab.
6. Click the icon.
The next time a Statement is generated (with “Sample Statement Text 1” as the selected Statement Description in the Statement Configuration), this new Statement Notice will appear on the statement.
Use this procedure to update an existing Statement Notice:
1. Go to Statements > Setup > Statement Text Editor. The Statement Text window displays.
2.
Click the 
in the upper right hand corner of the window.
3.
Click 
for a list of existing Statement Notices.
4. Click on the Statement Notice you want to update and then click the <Select> button.
The selected Statement Notice Description and Text are displayed.
5. Make the corresponding updates to the Statement Notice Description and/or Text.
6.
Click the icon.
The next time a Statement is generated (with “Sample Statement Text 1” as the selected Statement Description in the Statement Configuration), the updated Statement Notice will appear on the statement.
Use this procedure to delete an existing Statement Notice:
IMPORTANT NOTE: The Statement Notice you wish to delete cannot be specified in a Statement Configuration. You must first remove the Statement Notice from the Statement Configuration via the Statements > Setup > TPA Statement Configuration > Statement Notice tab.
1. Go to Statements > Setup > Statement Text Editor. The Statement Text window displays.
2.
Click the in the upper right hand corner of the window.
3.
Click for a list of existing Statement Notices.
4. Click on the Statement Notice you want to delete and then click the <Select> button.
The selected Statement Notice Description and Text are displayed.
5.
Click the 
button at
the top of the window.
If the Statement Notice to be deleted is currently being used in a Statement Configuration, you will see the following message:
In order to delete the Statement Notice, you must find the Statement Configuration(s) that are currently using the given Statement Notice and remove it. This is done via the Statements > Setup > TPA Statement Configuration > Statement Notice tab. Once the Statement Notice to be deleted is no longer used in any Statement Configurations, it can be deleted.