HiFinance
5
SECTION
1.4.7 - LIST DEBTOR CONTACTS
USAGE: To print a list of Debtor Contacts form the Debtor
CRM file.
DISCUSSION: When you choose this option, the screen will
appear as follows:
Here you can choose the order in which you wish to print
the report.
Hint: If you intend to limit the report to a range of
Contacts, it is most efficient to print the report in the same order. Eg if you
wish to limit the report to a range of SORT
NAMES, the
report will scan the master-file faster if you also print the report in SORT NAME order.
Having chosen from the options, the following
questions will appear:
USE LONG FORMAT REPORT If you are using wide stationery, reply Y, otherwise reply N. This question will only be
displayed if the relevant option is set to A, see SECTION 7.1.2.
START A NEW PAGE ON
CHANGE OF KEY If you have chosen to print
the report in OTHER-KEY order, you will be offered
this option. If you reply Y, HiFinance will start a new
page each time the major key changes. If you reply N, the transactions will be printed continuously.
INCLUDE ALL DEBTORS If you do not wish to set any limits on the report, enter Y otherwise enter N. If you enter N, you will be asked a list of further questions.
INCLUDE ACTIVE DEBTORS Active Debtors are defined as those that have a balance.
INCLUDE NON-ACTIVE
DEBTORS Non-active Debtors are defined as not
having a balance. If you wish to print sub-accounts, you must answer Y here.
INCLUDE BILL-TO DEBTORS
ONLY If you do not use the sub-account facility,
this question is irrelevant. If you have sub-accounts and wish to only print
the main accounts, enter Y. To show the sales
breakdown of each sub-account, enter N.
INCLUDE DORMANT DEBTORS Normally, dormant Debtors are not included in this report. If you
wish to included them, enter Y.
The following questions ask you to enter both a
lower and upper limit. The upper limit must not be less than the lower limit.
The default answers define the extreme limits of the field. You do not have to
change all of these limits. Only change the ones you wish to, and tab past the
others.
CODE RANGE This is the Debtor’s code.
GROUP RANGE This is the Debtor Group.
NAME RANGE This is the first 10 characters of the Debtor’ s name.
POSTCODE RANGE This is the Debtor’s Postcode.
DEBTOR OTHER KEY RANGES These may appear as a different literal depending on how you have
defined the fields in SYSTEM PARAMETERS.
They refer to the Debtor’s record.
SALESMAN RANGE This is the salesman code as it appears on the Debtor’s record.
YTD SALES RANGE This is the total sales for this year and next year,
irrespective of the period you are running the report for.
TOTAL BALANCE RANGE This is the total balance, irrespective of the period you are running
the report for.
SORT
NAME RANGE This refers to the SORT NAME, as it
appears on the Contact record.
CONTACT OTHER KEY RANGES These may appear as a different literal depending on how
you have defined the fields in SYSTEM
PARAMETERS. They refer to the Contact record.
The following questions
require a Y or N. They allow you to include or exclude specifically tagged records.
INCLUDE MAIN-DISPLAY
CONTACTS This will include/exclude Contact
records that are tagged as being the MAIN DISPLAY record, ie the record
that is displayed on the DEBTOR ENQUIRY screen.
INCLUDE DEFAULT INVOICE
CONTACTS This will include/exclude Contact records
that are tagged as being the INVOICE record.
INCLUDE DEFAULT STATEMENT
CONTACTS This will include/exclude Contact
records that are tagged as being the STATEMENT record.
INCLUDE DEFAULT SALES
ORDER CONTACTS This will include/exclude Contact records
that are tagged as being the SALES ORDER record.
INCLUDE DEFAULT RE-ORDER
CONTACTS This will include/exclude Contact records that
are tagged as being the RE-ORDER record.
INCLUDE DEFAULT RECEIPT
CONTACTS This will include/exclude Contact records
that are tagged as being the RECEIPT record.
To start the report, press <Enter> through each field or simply press <F10>.
The report will scan the Contacts file and extract
all records that fit within your chosen parameters. The report itself will
detail the Debtor Code, Salesman code, Contact code and other relevant details.
At the end of the report, the number of records printed is totalled.
