Name & Address List

The Name and Address list details the names, with their addresses, of your accounts, together with associated details as follows:

• Account code
• Short Name
• Nominal Ledger control account
• Name and Address
• Area code
• Telephone, telex, and facsimile numbers
• Division
• Sales rep. code
• Account currency used
• Account category/type
• Division
• Analysis and discount codes for the account

To produce a name & address list:

Note: Ensure that a suitable printer is selected and on-line.

1. From the Autoline Master Menu, select the Sales ledger option and the Company required.

   The SALES LEDGER Menu is displayed.

2. Select the Reports & enquiries option.

   The SL REPORTS AND ENQUIRIES Menu is displayed.

3. Select the Name & Address list option.

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

4. Complete the form, and click OK.

   A report status is displayed, and the report is sent to the currently selected printer.

5. Click Close.

   You are returned to the SL REPORTS AND ENQUIRIES Menu.

The Name & Address List Form

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 starting 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: Begins printing immediately

Cancel: Click button to quit and return you to the Reports & Enquiries Menu

Help: Displays on-line help in the default browser

To Schedule a report, the user will enter the relevant selection criteria, then click the Schedule button on the form. This will then bring up the Timed Operations form, and from there the user 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 option allows users to run several [often related] reports in a group at once. [e.g. to save time they may run the batch whilst away from their terminal] To run a batched report:

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

Once 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 the user can select the report group required [Batch Identifier] with the drop-down button , and this will display all the reports in the selected group. At this point the user can also Amend the selection criteria of a report, can Exclude it from the group at this time, or Remove it from the group completely. Alternatively, the user can Run batch, Exit altogether, or access online Help .

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