Name & Address List

The Name and Address list gives the names and addresses of your supplier accounts. It shows the short name, the Nominal Ledger control account, the area code, the phone, telex and fax number. It also lists the currency of the account, the account category/type, and the analysis and discount codes for the account.

To access the name & address list:

1. From the Autoline Master menu select the Purchase Ledger option and the Company you require.

   The PURCHASE LEDGER menu is displayed.

2. Select the Reports & enquiries option.

   The REPORTS AND ENQUIRIES menu is displayed.

3. Select the Name & address list option.

   The Name & Address list (PL) form is displayed.

Name & Address List Form

The Name & Address List form is displayed when the Name & address list option is selected from the REPORTS AND ENQUIRIES menu.

FIELDS:

The following fields are available for input, but can be left blank if no specific search criteria is required.

• Start and End accounts: For a given start and end account numbers on a from-to basis or for all accounts (by leaving blank)

• Area code: For a specific area code only or for all area codes (by leaving blank)

• Category code: For a particular category code only or for all category codes (by leaving blank)

BUTTONS:

OK: Prints the report to the currently selected printer.

Cancel: Returns you to the PL REPORTS AND ENQUIRIES menu.

Help: Displays help on the current application using the default browser.

Schedule: To schedule a report, enter the relevant selection criteria, then click the Schedule button. This brings up the Timed Operations form, and from there you can add the report to run at a time and frequency that is convenient. For more information, refer to Batch Printing.

Add to batch: The Add to batch button allows you to run several (often related) reports in a group at once, (for example, to save time you may run the batch while away from your terminal).

To run a batched report:

Select the report you want to run, and fill in the relevant selection criteria, if any are required. If the report is available to be batched on, there is a button labelled Add to batch, which must be clicked to bring up a child window prompting you to enter a Report Group. There is no search facility here but if you type in an entry that does not already exist, it is created there and then, and if the entry does already exist, it is added to the report group. There is also a drop-down menu that allows you to set the priority required to execute the report.

When a report has been added to a group, the running of the batch can take place. This actually takes place by selecting the Report Generator menu option, and then selecting the Batched Reports option. Consequently you can select the report group required (Batch Identifier) via the drop-down menu , and this displays all the reports in the selected group. At this point you can also Amend the selection criteria of a report, Exclude it from the group at this time, or Remove it from the group completely. Alternatively, you can Run batch, Exit altogether, or access on-line Help .

Test print: If available, an alignment document can be produced prior to printing the whole document.