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Table of Contents (on this page)

Introduction

The Account Mailing List provides an up-to-date listing of accounts and/or ship-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 either print or view), and then either printing or viewing the report.

Procedure

From the Optifacts main menu:

Type 5 - Report Generators and press enter.

Type 1 - Customer Database Reports and press enter.

Type 5 - Account Mailing List and press enter.

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:

Note: The first six fields identified below display only if multiple company, branch, and/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 the desired code and press enter.

Last Company code to be printer.

  • Type the desired code and press enter.

Note: This field will display only if multiple company codes exist in your system.

First Branch code to be printed.

  • Type the desired code and press enter.

Last Branch code to be printer.

  • Type the desired code and press enter

First Territory code to be printed.

  • Type the desired code and press enter.

Last Territory code to be printer.

  • Type the desired code and press enter

First Account code to be printed.

  • Type the desired code and press enter.
  • Type ALL to print all accounts.

Last Account code to be printer. 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 for alphabetical listing.
  • Type N and press enter for a numerical listing.

Output to screen only (Y/N)?

  • Type Y to display the report on screen.
  • Type N to print the report to a printer.

Narrow/Wide/Other size label (N/W/O).

  • Type the desired entry and press enter.

Number of lines per inch (2, 3, 4, 6, 8, 12)?

  • Type the desired entry and press enter.

Number of characters per inch (5, 6, 7, 8, 10, 12, 13, 17)?

  • Type the desired entry and press enter.

Number of copies of mailing lists?

  • Type the desired entry. and press enter.

Printing/Viewing the Report.

Once you respond to all prompts, the screen may go blank for a few seconds. 

Then, one of the following actions will occur.

  • If you selected to print the report, the report will print to the designated printer.
  • If you selected to view the report, the following message displays:

“Press Return to View or CTRL/A to abort viewing.”

  • To print the report press Return.
  • When completed, the following message displays:

"File had finished printing."

  • Continue generating reports, or press escape to exit.


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