The Credit chase list prints a header showing the selection parameters. The body of the report prints the account number, the contact name and phone number. The Document date, the due date, the document type and the Invoice number are printed. The report also shows the total amount and the amount outstanding on each item, to present a picture of which documents are outstanding and how to contact the debtors.
You are now presented with a Credit chase list (SL) form. The following criteria need to be established before the report can be produced:
RADIO BUTTONS
Select by document date or by due date
Select either the Select by document date or the by due date radio button to decide whether to include a specified cut-off date based on the Invoice date or the Due date.
Cut-off date for selection:
Enter a cut-off date for the document or due dates.
Start account (blank=all) and End account (blank=all)
This field searches on Sales Ledger accounts- i.e. to narrow down the search As this is a report generator facility, the account number must be entered literally, including any leading zeros. If no account codes are entered, ALL accounts are selected.
Start area code (blank=all) and End area code (blank=all)
This field searches on Sales Ledger Area Codes- i.e. to narrow down the search .As this is a report generator facility, the area codes must be entered literally, including any leading zeros. If no area codes are entered, ALL accounts are selected.
BUTTONS
OK: Click button to begin printing immediately.
Cancel: Click button to quit and return you to the SL Reports and Enquiries menu.
Help: Displays help on the current application using 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 .
