Printing Standard Serialized Reports

You can use the Update Renewals function without updating contract records in the (EZU) screen. You can print the To Be Updated Report. You can use this report to preview the results, and your accounts receivable department can contact any customers that have not paid their invoices. When you actually renew the contracts, you can print the Renewals Update Report. These reports are identical to the reports you print when generating renewals, with one exception: these reports add a P column, which indicates whether each invoice has been paid. The letter Y in the P column indicates that the invoice has been paid in full, and the letter N indicates that it has not.

  1. In the (EZU) screen, type U in the Action field.

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

To sort by system number, the default sort, press Enter. Go to Step 3.

 

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 5.

 

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. At the Enter Another Set Of Limits prompt:

Type Y to set more limits. Repeat Steps 3 - 5.

 

Type N if you are setting no more 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. At the Verify Contract Records prompt, type N.

  6. At the Update Contract Records prompt, type N.

  7. The cursor moves to the Date field in the upper right hand corner of the screen. Enter the renewal date. This date determine which contracts are included in the report. For example, if a customer has paid the renewal invoice for a contract that expires on 9/15/07, and you enter a renewal date of 9/14/07, that customer’s contract is not included on the report. The renewal date defaults to the system date. Press Enter to accept the default, or enter another date.

  8. 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.

  2. In the Ser # field, press Enter to retrieve the first eligible contract record. To specify the first contract to include, retrieve the contract record. You can use the system and subsystem number, serial number, item number and company, or item description of the serial item to which this contract applies.

  3. The report processes and prints. The cursor returns to the Ser# field so that you can specify a different beginning contract. Press Esc until the cursor returns to the Action field.