Draper SL6 Betriebsanweisung Seite 144

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Seitenansicht 143
144 A/R–Accounts Receivable CC–Credit Card CCOF–Credit Card On File CV–Customer View
3 Create the Statements Buttons
TT
TT
T
rial Statementsrial Statements
rial Statementsrial Statements
rial Statements—This button uses the information discussed
above to run optional trial posting, listing each statement line by
line in the View Results list. No statements are actually created.
Note that this optional validation step is used only to preview a
statement run prior to actually creating statements.
CC
CC
C
reate Statementsreate Statements
reate Statementsreate Statements
reate Statements—Once the trial balance is determined to be
accurate (optional step), this button uses the information estab-
lished above to calculate and post statements to
A/RA/R
A/RA/R
A/R.
4 Print the Statements Button
VV
VV
V
iew and iew and
iew and iew and
iew and
PP
PP
P
rint Statements [F9]rint Statements [F9]
rint Statements [F9]rint Statements [F9]
rint Statements [F9]—Begins the physical statement
printing process and switches to the Statement History tab.
5 View Tabs
GG
GG
G
enerate Statements Tenerate Statements T
enerate Statements Tenerate Statements T
enerate Statements T
abab
abab
ab—The default tab for the main
A/RA/R
A/RA/R
A/R view.
It contains all of the steps necessary to run trial statements then
post actual statements.
Statement Statement
Statement Statement
Statement
HH
HH
H
istoristor
istoristor
istor
y Ty T
y Ty T
y T
abab
abab
ab—Allows viewing of each statement as it
appears for printing in the current statement run or on previously
printed statements. Printing and reprinting of statements also
occurs from this screen.
6 View Results List
This list provides a customer by customer preview list of statement
activity. Statements with no amount due and no activity will not print
unless configured to do so. A statement run summary provides a visual
indication of the number of actual statements to be included in the final
print run. Activity status at the bottom of the list shows the following:
ProcessedProcessed
ProcessedProcessed
Processed—Displays the total number of accounts processed.
No ActivityNo Activity
No ActivityNo Activity
No Activity—Displays the number of accounts with no activity.
StatementsStatements
StatementsStatements
Statements—Displays the number of statements created.
TT
TT
T
otal Amountotal Amount
otal Amountotal Amount
otal Amount—Displays the value of statements created.
7 Process Buttons
Customer VCustomer V
Customer VCustomer V
Customer V
iew [F8]iew [F8]
iew [F8]iew [F8]
iew [F8]—Displays
CVCV
CVCV
CV General tab.
Account VAccount V
Account VAccount V
Account V
iew [F11]iew [F11]
iew [F11]iew [F11]
iew [F11]—Displays
CVCV
CVCV
CV
A/RA/R
A/RA/R
A/R tab.
Close [Esc]Close [Esc]
Close [Esc]Close [Esc]
Close [Esc]—Exits statement printing function back to
HPHP
HPHP
HP.
STATEMENT HISTORY TAB
When printing statements from a normal statement run, the Store,
Billing Group, and Closing Date Range are automatically selected from
the Generate Statements activity (printable orders appear in the list).
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