PR: Accounts Receivable Collections Call list in PDS (10/30/23) | Scribe

    PR: Accounts Receivable Collections Call list in PDS (10/30/23)

    • NICOLE HONE |
    • 16 steps |
    • 47 seconds
      1
      Start in the Main Screen, type "3" \[CUSTOMER & ORDER MANAGEMENT\], then [[enter]] key
      2
      Type "30" \[CUSTOMER MAINTENANCE\], then [[enter]] key
      3
      Type "2" \[CUSTOMER REPORTS\], then [[enter]] key
      4
      Type "11" \[CUSTOMER ACCOUNTS RECEIVABLE\], then [[enter]] key

      These next steps (5 through 8) selections will depends upon data needed to be included on report.

      5
      Type "2" \[REPORT TYPE\]. This will prompt next option, select (D)ETAIL, then [[enter]] key
      6
      Type "3" \[DELINQUENT/CREDIT ONLY\]. This will prompt next options: Type "Y" for PRINT DELINQUENT OR UNAPPLIED CREDIT REPORT, then [[enter]] key. Then select which AGE BUCKET, then select (A)LL CUSTOMERS, then [[enter]] key. AGING BUCKETS:
      7
      Options 7 through 23 are optional selections, depending upon information to be included on report. Select chosen line item then type "Y" to include information (type "N" to remove information), then [[enter]] key. NOTE: Option 19 is commonly used when generating CFN and COD reports: - CFN: Statement Type 5 - COD: Statement Type 2
      8
      Select (A)CCEPT SETUP, then [[enter]] key.

      These next steps (9 through 12) selections will depends upon how data is needed to be sorted.

      9
      Type "2" \[WAREHOUSE\], then [[enter]] key. Note, this generates report by warehouse. NOTE: Report is often used to generate reports by CUSTOMER ACCOUNTS (type "1") and SALESMAN (type "2")
      10
      Type "1" \[NUMERIC\], then [[enter]] key. Note, this generates report in numerical order by customer account number.
      11
      Select WHICH WAREHOUSE number, then [[enter]] key. NOTE: Type "ALL" to include all warehouses
      12
      Enter through SORT MASK NUMBER. Note: no data needed

      Select Printer Options:

      13
      Printer Option: Type "V" \[(V)IEW PDF\] to view in PDF format, then [[enter]] key.
      14
      Printer Option: Type "P" \[(P)RINTER\] to send report to a printer, then type printer number (example: Orange warehouse printer number is "1"), then [[enter]] key.
      15
      Print Option: Type "E" \[(E)MAIL\] to email report, then [[enter]] key, then type email address, then [[enter]] key. NOTE: to email report to yourself type "M" \[(M)E\], then [[enter]] key.
      16
      Printed report EXAMPLE: