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Discontinuance Worksheet Report

Discontinuance Worksheet Report

Discontinuance Worksheet Report

1530
1558
1559
2088
548

Discontinuance Worksheet Report

Report #:   2088

Module:    Accounting

Overview

Use the Discontinuance Worksheet Report to generate a list of cancelled contracts, sorted by installation. The report generates a one page information sheet for each cancelled contract that matches the report parameters.

This document covers the following topics:

Navigating to Discontinuance Worksheet

Discontinuance Worksheet Options

The Discontinuance Worksheet Report

Running and Viewing a Report

Navigating to Discontinuance Worksheet

Use the following steps to access the Discontinuance Worksheet Report:

1.  From the main SBN toolbar, select Menu.

2.  From the drop-down menu, select Go To.

3.  In the Go To Program dialog box, type in "2088" and press ENTER.

  w The Discontinuance Worksheet Report window opens.

Discontinuance Worksheet Options

You can manipulate the Discontinuance Worksheet Report functionality through the use of the following options. For detailed information on an option and its default setting, see SBN Options.

  • Option fe007 - When this option is on, SBN enables the fax gateway, allowing you to fax reports.

  • Option fe009 - When this option is on, select a valid email address in the Email field to which SBN emails the report.

  • Option rptprof - When this option is on, SBN limits information on specific reports by using the Branch/Dealer profile from the user's Personnel record. The reports does not provide any warning that it may not contain all the data requested.

The Discontinuance Worksheet Report

This report contains two panes. Use the upper pane to define the content of the report; use the lower pane to define the job output - how, when, and where you want to print the report.

Field Descriptions - Report Content

The following table describes the fields used in the upper pane of the Discontinuance Worksheet Report.

Field

Description

Installation No

You may select a range of installations to limit the report to; select the beginning number of the range.

Installation No (No label)

Select the ending installation number of the range.

Out of service date

You may select a range of Out of Service Dates to limit the report to; select the beginning date of the range.

Note: This date originates from the Out of Service Date field in the Cancel Contract window in Contract Master (program #548).

Out of service (No label)

Select the ending date of the range.

Notice received date

You may select a range of Notice Received Dates to limit the report to; select the beginning date of the range.

Note: This date originates from the Notice Received field in the Cancel Contract window in Contract Master (program #548).

Notice received (No label)

Select the ending date of the range.

Branch Ranges

Branch

You may select up to three ranges of branches - from the category you select in the Use Branch From parameter - to limit the report to branches within the ranges. Select the beginning branch number of a range. (These menus originate from program #1530.)

Note: If you leave the fields blank, the report includes all branches in your user profile that match the selected Use Branch From parameter.

Note: If option rptprof is on, branch restrictions apply.

Branch

You may select up to three ranges of branches - from the category you select in the Use Branch From parameter - to limit the report to branches within the ranges. Select the ending branch number of a range. (These menus originate from program #1530.)

Note: If you leave the fields blank, the report includes all branches in your user profile that match the selected Use Branch From parameter.

Note: If option rptprof is on, branch restrictions apply.

Exclude

You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box.

Field Descriptions - Report Parameters Pane

Every report in SBN contains the same lower pane with fields for selected parameters. The following table describes the fields used in the lower pane of the Discontinuance Worksheet Report.

Field

Description

Comment

Type a description of the job that appears in the Report Queue (program #1558).

Wide

This box displays a check mark if the report requires wide paper, landscape printing, or condensed print.

Delay Job Until

Select a date and time to use as the minimum start time for processing the report.

Note: The report may remain held after this time if the priority requires the report to print at a certain time.

Priority

Defaults to the priority of the report defined in Report Default Parameters. You can override the default by selecting a priority from the drop-down menu.

Hold Period

If the priority defined for the report causes SBN to hold the report, these fields display the beginning and ending of the hold time.

Delay Print Until

Select a date and time to use as the minimum start time for printing the report.

Status

Displays the current status of the job. This is a read-only field.

Status Description (No label)

Displays the description of the status of the job. This is a read-only field.

Use Defined Printer

If you have no report defined in the Reports tab of the Client Options window, this box appears grayed out.

Select this check box to use the defined printer regardless of the printer selected in Printer Queue. This box defaults with a check mark if:

l    You have a default printer defined in the Reports tab of the Client Options window.

l    The Use Defined Printer check box is selected in Report Default Parameters.

You may select a different printer by leaving this check box blank and selecting a different printer in Printer Queue.

Note: If you leave this box blank, SBN uses the printer that defaults or that you select in Printer Queue to print the report.

Ready to Print

This box displays a check mark when the report is ready to print.

Exclude Cover Page

Select this check box to remove the cover page from the print job.

Size

Displays the actual size of the report in pages.

Printer Queue

Defaults to the printer queue defined for the report in Report Default Parameters.

You can override the default by selecting a different printer queue from the menu. (This menu originates from program #1559.)

Note: The menu displays only those printers flagged as In Use for the printer profile associated with the report in Report Default Parameters (program #1559).

Print Hold Size

Defaults to the print hold size defined for the report in Report Default Parameters. You can override the default by typing the maximum number of pages to print automatically. If the number of report pages exceeds the hold size, SBN

l    Holds the report in the Report Queue

l    Does not print the report

l    Does not migrate the report to the Done Queue

Note: SBN holds a report with a hold size of 0 (zero) in the Report Queue and NEVER prints the report.

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Copies

Defaults to the number of copies of the report to print defined in Report Default Parameters. You can override the default.

Email

When option fe009 is on, you may select a valid email address to which SBN emails the report.  Processing the report with a value in this field hands the report off to your email system.

If the report size is larger than the hold size, SBN sends the report to the Report Queue and keeps the report on hold until you release it.

Note: The email function does not support wide reports.

Note: If the report equals 0 pages, excluding cover page, the email will state: �No Data Received.�

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Output File

You may type the name of the destination file for output, if desired. The file path must be a directory known to the file server that generates the output.

Email Subject

You may type a subject that appears in the subject line of the email.

Fax

When option fe007 is on and Fax Gateway has been installed on your server, you can type a fax number to which SBN faxes the report. Processing the report with a value in this field hands the report off to the Fax system.

If the report size is larger than the hold size, SBN sends the report to the Report Queue and keeps the report on hold until you release it.

Note: If the report equals 0 pages, excluding cover page, the fax will state: �No Data Received.�

Note: SBN will only email or fax reports

l    Defined with a hold size > 0

l    With a print size that is less than or equal to the hold size

Attachment Type

You may select the format from the drop-down menu to which SBN converts the report when it exports with the email. When you select TXT2, SBN embeds the text of the report into the body of the email.

Note: If you leave this field blank, the report scheduler will use the PDF format.

Zip Attachment

Select this check box to convert the report attachment to a .zip file.

Job Start

Displays the date and time the report began processing.

Job End

Displays the date and time the report finished processing.

Print Start

Displays the date and time the report began printing.

Queue Number

Displays the queue number assigned from the Report Queue.

Report Name
(No label)

Displays the program name of the report, if applicable.

Running and Viewing a Report

Use the following steps to run and view a report:

1.  In Discontinuance Worksheet, define the parameters in the upper and lower panes of the report.

2.  Choose Save to save the report to the Report Queue.

3.  In Report Queue (program #1558), choose Own to display the report list.

4.  In the report list, locate the Discontinuance Worksheet Report.

5.  When SBN displays 'DON' or 'RDY' in the Status column, the report is ready.

6.  Double-click on the Discontinuance Worksheet.

  w The Discontinuance Worksheet window opens.

7.  Choose Display Report.

  w The Print Preview window opens.

Report Example 1

The following graphic shows an example of the Discontinuance Worksheet Report output.

Related Programs

The following table lists programs related to Discontinuance Worksheet Report.

Program

Number

Document Link

Description

Contract Master

548

Contract Master

Cancel contracts from this program. The Notice Received Date is recorded in the Cancel Contract window.

Cancel Contract Queue

1869

Cancel Contract Queue

View recently cancelled contracts.

Branch Profiles

1530

Branch Profiles

Limit the report to specific Branches that are defined in this program.

Report Queue

1558

Report Queue

View the status of the report you are running. View the report description.

Printer Profile Updates

1559

Printer Profile Updates

Use a defined printer to print reports.

Report Default Parameters

1561

Report Default Parameters

Set the default parameters for each report.

Report Priorities

1509

Report Priorities

Set the report priority default.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button

Name

Shortcut Key

Action

Description

Open fields for recurring/template reports

alt+f1

2088

Open fields for recurring/template reports.

Exit without saving

esc

2088

Exit without saving changes to selected record.

Save Existing Record

enter

2088

Save changes to selected record.

Modifications and Updates to Discontinuance Worksheet

The following table lists modifications and updates to the Discontinuance Worksheet document.

Mod Number

Date

Description

n/a

03/2/09

document created

n/a

8/04/14

Images updated.



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