Customer Statement Review
This tutorial provides ERP steps, exception closure, and evidence requirements for customer statement review.
Learning objective
Standardize customer statement review
Roles
Finance manager, accountant, business data owner
Prerequisites
- Organization and period definitions are agreed
- Required query permissions are available
Completion checks
- Sample three records against source data
- Confirm every exception has status and owner
Common errors
- Inconsistent filters
- Missing follow-up actions
- Review evidence not retained
Thailand project note
This tutorial covers ERP operational controls and data organization only. Any Thai tax, VAT, WHT, statutory accounting, or legal conclusion requires review by a qualified Thai professional.
Steps
- 01
Define the organizations, period, and owner for customer statement review.
- 02
Prepare relevant documents, balances, or business records and freeze the filter criteria.
- 03
Run customer statement review in the ERP and retain criteria, timestamp, and output.
- 04
Record causes, actions, owners, and due dates for every variance or exception.
- 05
Have the finance owner sample-check the result and archive review evidence.
Implementation notes
- Align organization, period, and status definitions first
- Record evidence before closing an exception
References
- 一文看懂用友U9 cloud：制造业数智化转型的核心引擎 ↗用友U9 cloud · Accessed: 2026-08-27