Download Reports - A&K Systems

Transcript
WinPCOM copyright (c) by A&K Computers
ROLODEX FUNCTION
This feature enables the user to retrieve and view the invoices in a
Rolodex manner.
Left Arrow with Line = to view the FIRST record in the database
Left Arrow = to view the PREVIOUS record in the database
Right Arrow = to view the NEXT record in the database
Right Arrow with Line = to view the LAST record in the database
(i) BUTTON – Next to Customer Account Number
The i button allows you to pull up and view the customer master
screen of the current invoice. This is helpful when scheduling and
perminate changes need to be made to the master account.
Example use of i button
If the user wants to make any notes about the customer (free-hand
note) i button next to the customer account number. From the master
screen you add info to the W Memo section. There is no limit to the
length or size of the memo filed. This memo is an internal record and
can only be printed when the output report is generated from the
Customer Master Menu.
ROUTE SHEET LIST
The Route Sheet List enables the user to print out a list of all the
services that are UN-Serviced on a particular route for the service
person.
For further help with using the range and sort fields refer to the
Print Invoice section.
The fields included in this report are as follows:
ROUTE NUMBER, NAME, RATE, TOTAL BALANCE, SCHEDULED,
DATE, CALL, INVOICE NUMBER, ADDRESS, PROPERTY TYPE,
INTERNAL MEMO, LAST DATE OF SERVICE, MAP CODE,
CUSTOMER CODE, PHONE NUMBER, FREQUENCY, TYPE OF
SERVICE, CHEMICAL.
NOTE: To just print out just one route sheet use the Print function
from the Scheduling Screen. The user must have the correct
schedule on the screen for desired route sheet.
INVOICES - 8