Difference between revisions of "Accounting Finance:Statements-Reprinting Customer Statements"

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(Created page with "==Overview== By the end of this course, you will be able to: *Reprint individual statements *Regenerate individual statements *Reprint entire statement run *Regenerate entire...")
 
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==Overview==
  
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By the end of this course, you will be able to:
  
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*Reprint individual statements
  
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*Regenerate individual statements
  
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*Reprint entire statement run
  
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*Regenerate entire statement run
  
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*Purging Statements
  
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==Reprinting Customer Statements==
  
==Reprinting Customer Statements==
   
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[[File:RprtStmt4.PNG|400px]]
  
[[File:RprtStmt4.PNG|400px]]
   
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Individual statements may be printed immediately. For full statement day print go to [[Finance:Statements-Running Customer Statements]] (1st and 16th of each month).
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:5. For individual statements, select '''1 View Statement Customers'''
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:6. Press '''Enter'''
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[[File:RprtStmt5.PNG|400px]]
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:7. Enter '''Customer''' number
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:8. Press '''Enter'''
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If you do not want the statement distributed to the set distributions, you may need to temporarily inactivate them.
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:9. Enter '''DI''' to view the current distributions (this shows you how the statements are distributed, i.e. fax, email or print)
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:10. Press '''Enter'''
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[[File:RprtStmt6.PNG|400px]]
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:11. If you wish to inactivate or change the distribution, enter '''MA''' next to the distribution you wish to change
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:12. Press '''Enter'''
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[[File:RprtStmt7.PNG|400px]]
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:13. If you wish to inactivate, place a '''?''' under '''Distribution Type'''
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:14. Enter '''1''' next to '''INACT'''
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:15. Press '''Enter'''
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:16. Press '''Enter''' again to update
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:17. Repeat the above to inactive all active distributions
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[[File:RprtStmt8.PNG|400px]]
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:18. In the previous screen, press '''F6''' to add new record
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:19. Enter '''PRT''' or '''EMAIL''' into the '''Distribution Type''' field
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:20. Enter '''LP05''' or '''your email address''' into the '''Send to Address''' field
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:21. Enter '''your name''' into the '''Send to Contact Name''' field
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:22. Press '''Enter'''
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:23. Press '''F12''' twice to move back to the '''View AR Statement Customers''' panel
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[[File:RprtStmt9.PNG|400px]]
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:24. To print the statement, enter '''ST''' beside the customer number
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:25. Press '''Enter'''
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[[File:RprtStmt10.PNG|400px]]
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:26. Enter '''RP''' beside the selected statement
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:27. Press '''Enter'''
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:28. A pop up screen will appear, press '''Enter''' to confirm your option
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[[File:RprtStmt11.png|400px]]
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: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
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:30. Follow the same steps as before, but enter '''1''' next to the original '''Statement Distribution Type'''
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[[File:RprtStmt12.png|400px]]
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:31. To remove entry, enter '''RM''' next to the entry
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:32. Press '''Enter'''
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[[File:RprtStmt13.png|400px]]
   
 
[[Category:Workflows-Finance]]
  
[[Category:Workflows-Finance]]

Latest revision as of 09:10, 9 May 2017

Reprinting Customer Statements

1. Select 2 Start uniPharm Extensions

RprtStmt1.PNG

2. Select 1 VA Company (PRODUCTION)

RprtStmt2.PNG

3. Select 1 UWD Extensions

RprtStmt3.PNG

4. Select 7 STM -- Statements

RprtStmt4.PNG

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

RprtStmt5.PNG

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

RprtStmt6.PNG

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

RprtStmt7.PNG

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

RprtStmt8.PNG

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

RprtStmt9.PNG

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

RprtStmt10.PNG

26. Enter RP beside the selected statement
27. Press Enter
28. A pop up screen will appear, press Enter to confirm your option

RprtStmt11.png

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

RprtStmt12.png

31. To remove entry, enter RM next to the entry
32. Press Enter

RprtStmt13.png

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