This report illustrates how many documents have been registered, the person to whom they have been sent, the current status of the document, as well as the value of the documents.
To list registered documents:
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 List of registered documents option.
The List of registered documents form is displayed.
The List of registered documents form is displayed when the List of registered documents option is selected from the Invoice Register menu.
This option reports by account code on a 'From-To' basis, a range of account codes showing all documents that still retain a status of R (Registered not passed). A blank selects all documents in account code sequence.
It lists the outstanding documents in (internal) document number order, within account code sequence, and for each record lists the (internal) document number, document type (Invoice, Credit note or Adjustment), supplier's reference, document date, due date, overdue indicator (set to * if the due date is less than today's date), document value, currency code, value of the document held as an 'Expense' suspense, value of the document held as an 'Asset' suspense, the login code of the first person on the circulation list, the follow-up date, and the status of the document.
BUTTONS:
OK: Prints the report to the currently selected printer.
Cancel: Returns you to the Invoice Register menu.
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.
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
