Printing Standard Serialized Reports

You should print the Deferred Income Report before you transfer deferred income.

  1. In the (EZ) Serial Master Menu, type + in the Serial Program Selection field. The (EZ+) Serial Special Programs screen opens.

  2. Type P in the Enter Program Request field. The (EZ+P) Period End Procedure screen opens.

  3. In the Action field, type M.

  4. At the Enter Password prompt, enter the password set in the EOM field in the (EZ1S) Serial System Parameters screen and press Enter.

  5. In the Deferred Income field, type Y.

  6. Tab to the Location field. Enter the location to which to limit the report, or press Tab to include all locations.

  7. You can use the System # through Contract Date To fields to set limits for the report. You can limit by system and subsystem number, serial number, item number, customer number, contract type and contract date. A contract must meet all the limits you set to be included.

Note: You cannot limit by technician or salesperson.

If you are not setting limits, press Enter and go to Step 8.

 

To set a limit, tab to the limit field and enter the limit information. For example, to limit the report to a single customer, tab to the Customer # field and enter the customer number. Press Enter.

 

To limit the report to a range of information, tab to the first limit field and enter the beginning number. Tab to the To # field and enter the ending number for the range. For example, to limit the report to a range of serial numbers, tab to the Serial # field and enter the beginning serial number. In the corresponding To field, enter the ending serial number. When you finish, press Enter.

  1. The cursor moves to the system date in the upper right corner of the screen. You can enter a new date or press Tab to accept the system date. The date you enter determines which records are included. For the contract to be included, the date in the Next Batch field in the (EZJX) Serial Contracts Deferred Income screen must be on or before the date you enter.

  2. In the Printer field, enter the printer to use to print the report.

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

  4. In the Update Totals field, type Y.

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