The Accounts list prints a header showing the selection parameters. The body of the report simply shows the account number, the full name,together with the area code and contact name, and the telephone number. Thus it is, in effect, a condensed version of the Name and Address list.
To access the accounts list:
From the Autoline Master menu select the Purchase Ledger option and the Company you require.
The PURCHASE LEDGER menu is displayed.
Select the Reports & enquiries option.
The REPORTS AND ENQUIRIES menu is displayed.
Select the Accounts list option.
The Accounts list (PL) form is displayed.
The Accounts list form is displayed when the Accounts list option is selected from the PL REPORTS AND ENQUIRIES menu.
FIELDS:
Start and End accounts: For given start and end account numbers on a from-to basis or for all accounts
Start and End area codes: For given start and end area codes on a from-to basis or for all area codes
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 bring ups the Timed Operations for, 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) with the drop-down menu
