Printing Standard Serialized Reports

The Cancellation Report lists all the contracts that have expired.

  1. In the (EZU) Serial Contract Maintenance screen, type X in the Action field.

  2. You can use the Auto-Renew field to limit the report according to each contract’s Auto-Renew field setting in the (EZI) screen.

Type Y to include contracts whose Auto-Renew field is set to Y.

 

Type N to include contracts whose Auto-Renew field is set to N.

 

Type X to include contracts whose Auto-Renew field is set to X.

 

Leave the Auto-Renew field blank to include all contracts.

  1. In the Ser # field, you can include all the contracts that fall within the limits you set, or specify the serial number of the first contract to include. Enter the first record of the contract to include, or press Enter to include all of the contracts.

  2. In the Sort Order field, enter one sort code to specify how the information prints.

To sort by system number, press Enter. Go to Step 5.

 

Type # to sort by customer account number.

 

Type N to sort by customer name.

 

Type Z to sort by zip code.

 

Type S to sort by system number.

 

Type C to sort by contract type.

  1. In the Contract Type From and corresponding To fields, you can limit the report by a range of contract types.

If you are not limiting by contract types, tab past these fields and leave them blank. Go to Step 7.

 

To limit the report to a specific range of contract types, enter the beginning of the range to include in the From field. Enter the end of the range in the To field.

  1. In the Only Renewal Form field, you can limit the report to contract types with a specific renewal form. (The renewal forms for each contract type are entered in the Renewal Form field in the (EZ4) Contract Renewal/Cancellation Parameters screen.)

If you are not limiting by contract renewal forms, press Tab and leave the Only Renewal Form field blank. Go to Step 7.

 

To limit by contract renewal form, enter the form by which to limit. For example, to limit the report to the renewal form MAINT, enter MAINT in this field.

  1. In the Form Printer field, press Enter. This field does not apply.

  2. In the Copies field, enter the number of copies to print.

  3. In the Print Report field, type Y.

  4. In the Report Printer field, enter the name of the printer to use.

  5. Enter the cancellation date in the Date field in the upper right hand corner of the screen. This date determines which contracts are considered cancelled. For example, if a contract expires on 9/15/07, and you enter a date of 9/16/07, the contract is included. The cancellation date defaults to the system date. Press Enter to accept the default, or enter another date.

  6. At the Are You Sure prompt, type Y. The report prints.