Printing Standard Serialized Reports

The Renewals Invoices Report includes information about systems that have been billed.

  1. In the (EZU) screen, type R 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. The Auto-Renew field in the (EZI) screen determines which renewal method you can use for each contract.

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 All, New, Past field, select the renewals to include.

Type A to include all contracts that need renewal, including those that have been billed and are waiting to be updated.

 

Type N to include contract renewals that are due.

 

Type P to include contracts that were previously invoiced and are ready to be updated.

  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 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 6.

 

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. Use the Location/To fields through Renewal Date/To fields to limit the information that prints.

If you are not setting limits, press Enter and go to Step 9.

 

To set limits, tab to the fields by which to limit and enter a beginning and an ending range. For example, in the 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) screen.) To limit the report to the renewal form MAINT, enter MAINT in this field.

  1. Use the Exclude fields to specify whether to include or exclude the information in the limit range(s).

Type Y to exclude the records specified in the limit fields.

 

Type N to include the records specified in the limit fields.

  1. When you finish, press Enter.

  2. The Enter Another Set Of Limits prompt displays.

Type Y to set more limits. Repeat Steps 6 - 8.

 

Type N to continue without setting additional limits.

  1. In the Form Printer field, press Tab. 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. The cursor moves to the Date field in the upper right corner of the screen. The date you specify is used with the number of days before the contract expires (set in the #__Days field in the (EZ4) screen) to determine which contracts are due for renewal. (This applies only to contracts that are based on a period of time.) The Date field defaults to the system date. Press Tab to accept the default date, or enter the date to use for the report.

  6. At the Print Contract Analysis prompt, you can specify whether to print a contract analysis for each contract.

Type Y to print a contract analysis for each contract.

 

Type N if you are not printing a contract analysis.

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

  2. Once the report prints, review the information and determine whether all the contracts that need to be renewed are included. Also, check the costs and billing amounts for each contract.

  3. If necessary, after you make any changes to the billing amounts or billing costs, reprint the report. Any changes you make to the billing amounts or billing costs are reflected on the report.