This report simply e-mails any unauthorized invoices for a specific invoice register signatory, or for all invoice register signatories.
To mail follow-up lists:
From the Autoline Master menu select the Purchase Ledger option and the Company you require.
The PURCHASE LEDGER menu is displayed.
Select the Invoice Register option.
The PL INVOICE REGISTER menu is displayed.
Select the Mail follow-up lists option.
The Invoice register follow-up form is displayed.
The Invoice Register Follow-up form is displayed when the Mail follow-up option is selected from the Invoice Register menu.
This option mails all authorized signatories who have documents outstanding against them that have passed their follow-up date, using the current system date for cut-off purposes.
When selected from the Invoice register menu, the program prompts List for: (ID or blank for all) which allows you to input a single user's login code, or by leaving the input blank, include all users. There is no search facility at this point because this option uses a standard report generator format.
When the selection has been made, the program sorts all the relevant Purchase Ledger transactions (Status equals R and follow-up date less than today's date) into user ID sequence and mails each user's list into their mail box, from where it can be retrieved by way of the Administrator option, Open new mail.
BUTTONS:
OK: Prints the report to the currently selected printer.
Cancel: Returns you to the Invoice Register 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
