Accounting Finance:Statements-Reprinting Customer Statements

Reprinting Customer Statements

1. Select 2 Start uniPharm Extensions

2. Select 1 VA Company (PRODUCTION)

3. Select 1 UWD Extensions

4. Select 7 STM -- Statements

Individual statements may be printed immediately. For full statement day print go to Finance:Statements-Running Customer Statements (1st and 16th of each month).

5. For individual statements, select 1 View Statement Customers

6. Press Enter

7. Enter Customer number

8. Press Enter

If you do not want the statement distributed to the set distributions, you may need to temporarily inactivate them.

9. Enter DI to view the current distributions (this shows you how the statements are distributed, i.e. fax, email or print)

10. Press Enter

11. If you wish to inactivate or change the distribution, enter MA next to the distribution you wish to change

12. Press Enter

13. If you wish to inactivate, place a ? under Distribution Type

14. Enter 1 next to INACT

15. Press Enter

16. Press Enter again to update

17. Repeat the above to inactive all active distributions

18. In the previous screen, press F6 to add new record

19. Enter PRT or EMAIL into the Distribution Type field

20. Enter LP05 or your email address into the Send to Address field

21. Enter your name into the Send to Contact Name field

22. Press Enter

23. Press F12 twice to move back to the View AR Statement Customers panel

24. To print the statement, enter ST beside the customer number

25. Press Enter

26. Enter RP beside the selected statement

27. Press Enter

28. A pop up screen will appear, press Enter to confirm your option

29. Press F12 to go back to the View AR Statement Customers panel to re-activate all distributions inactivated and remove your PRT or EMAIL option

30. Follow the same steps as before, but enter 1 next to the original Statement Distribution Type

31. To remove entry, enter RM next to the entry

32. Press Enter