Nancyn at 22:28, 31 October 2017

2017-10-31T22:28:55Z

Chelseam: Created page with "==Overview== By the end of this course, you will be able to: *Print Statement Distribution report for customers with no distribution type ==Printing Statement Distribution R..."

2017-05-09T18:00:50Z

Created page with "==Overview== By the end of this course, you will be able to: *Print Statement Distribution report for customers with no distribution type ==Printing Statement Distribution R..."

New page

==Overview==

By the end of this course, you will be able to:
*Print Statement Distribution report for customers with no distribution type

==Printing Statement Distribution Reports==

:1. Select '''2 Start uniPharm Extensions'''

[[File:StmtDist1.PNG|400px]]

:2. Select '''1 VA Company (PRODUCTION)'''

[[File:StmtDist2.PNG|400px]]

:3. Select '''1 UWD Extensions'''

[[File:StmtDist3.PNG|400px]]

:4. Select '''7 STM -- Statements'''

[[File:StmtDist4.PNG|400px]]

:5. Select '''17 Statement Distribution Report'''

[[File:StmtDist5.PNG|400px]]

:6. Run distribution statement for all records with blank distribution type for:
::*Balance Forward (B)
::*Open Item (O)
::(change T01.SMFMT to '''B''' or '''O''' – do one of each)
:7. Press '''Enter'''
:8. Go to '''Work with printer output''' to check reports, if none delete; if some print

[[File:StmtDist6.PNG|400px]]

If statement type is missing, please enter a statement type for customer

:1. Select '''1 View Statement Customers'''

[[File:StmtDist7.PNG|400px]]

:2. Enter '''Customer''' number
:3. Press '''Enter'''
:4. Press '''F6'''

[[File:StmtDist8.PNG|400px]]

:5. Enter '''Customer''' number
:6. Enter '''BA''' as the '''Statement Type'''
:7. Enter '''O''' (open) or '''B''' (balance forward) as the '''Statement Format'''
:8. Enter '''Effective Date Range'''
:9. Press '''Enter'''

'''Statement Type entry successfully ADDED''' will appear

[[File:StmtDist9.PNG|400px]]

:10. Press '''F6''' to add new '''Distribution Type'''

[[File:StmtDist10.PNG|400px]]

:11. Enter '''EMAIL''' or '''FAX''' or '''PRT''' into the '''Distribution Type''' field
:12. Enter '''LP05''' into the '''Send to Address''' field for '''PRT'''
:13. Enter '''Send to Contact Name'''
:14. Press '''Enter'''

'''Distribution entry successfully ADDED''' will appear

:15. Press '''F12''' to return to previous screen

[[File:StmtDist11.PNG|400px]]

[[Category:Workflows-Finance]]
[[Category:Accounts Receivable]]

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 ==Overview==
 ==Printing Statement Distribution Reports==
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 [[File:StmtDist6.PNG|400px]]
 If statement type is missing, please enter a statement type for customer

Accounting Finance:Statements-Printing Statement Distribution Reports - Revision history

Nancyn at 22:28, 31 October 2017

Chelseam: Created page with "==Overview== By the end of this course, you will be able to: *Print Statement Distribution report for customers with no distribution type ==Printing Statement Distribution R..."