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Table of Contents (on this page)
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Introduction
The Account Mailing List provides an up-to-date listing of accounts and
/orship-to references to aid applicable employees in the laboratory.
This document provides instructions on selecting a report, defining the print criteria (how the report will
eitherprint or view), and then
eitherprinting or viewing the report.
Procedure
From the Optifacts main menu:
Type Select Option 5 - Report Generators and press enterEnter.
Type Select Option 1 - Customer Database Reports and press enterEnter.
Type Select Option 5 - Account Mailing List and press enterEnter.
A screen displays the first of several prompts that will define how the report will either view or print.
- Perform the appropriate action on this screen as per the instructions below:
Info |
---|
The first six fields identified below display only if multiple |
companies, |
branches, |
or territory codes exist in the system. If only one company, branch, or territory exists, the first field to display on this screen will be the “First Account code to be printed” field. |
First Company code to be printed
.Type- Enter the desired code
and press enter.
Last Company code to be printer
.Type- Enter the desired code
and press enter.
Note:Info |
---|
This field will display only if multiple company codes exist in your system. |
First Branch code to be printed
.Type- Enter the desired code
and press enter.
Last Branch code to be printer
.Type- Enter the desired code
and press enter.
First Territory code to be printed
.Type- Enter the desired code
and press enter.
Last Territory code to be printer
.Type- Enter the desired code
and press enter.
First Account code to be printed
.Type- Enter the desired code
and press enter.Type ALLor press * (asterisk) to print all accounts.
Last Account code to be printer - - Enter the desired code. If you selected ALL above, then you will not see this prompt
Type the desired code and press enter.
Alphabetic/Numeric listing (A/N)?
Type A and press enter- Press “A” and Enter for alphabetical listing
.Type N and press enter for a numerical listingor “N” for numerical.
Output to screen only (Y/N)?
Type Y– Enter “Y” to display the report on screen
.Type Nor “N” to print
the report to a printer.
Narrow/Wide/Other size label (N/W/O)
.Type- Enter the desired
entry and press enteroption.
Number of lines per inch (2, 3, 4, 6, 8, 12)?
Type– Enter the desired
entry and press enteroption.
Number of characters per inch (5, 6, 7, 8, 10, 12, 13, 17)?
Type– Enter the desired
entry and press enteroption.
Number of copies of mailing lists?
Type– Enter the desired
entry. and press enteroption.
Printing/Viewing the Report.
Once you respond to all prompts, the screen may go blank out for a few seconds.
Then, one of the following actions will occur.
- If you selected select to print the report, the report will print to the designated printer.
- If you selected select to view the report, the following message displays:
“Press Return to View or CTRL/A to abort viewing.”
- To Press Enter to print the report press Return.
When completed, the following message displays:
"File“File had finished printing.
"”
- Continue generating reports, or press escape Escape to exit.
To view and, or download these instructions as a PDF file, click on the following document image.
View file name Account Mailing List.pdf height 250