No Reminder List
No Reminder List
No Reminder List
Module: Accounting
Overview
Use the No Reminder List to list all accounts that are flagged to receive no reminders or delayed reminders that have an invoice due date greater than a specified date.
To access this report, select No Reminder List (report #1153) from the main menu of SBN.
The No Reminder List Report
This window 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.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of the No Reminder List.
Note: You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards Accepted |
Description |
Period |
No |
You must select a reminder date to limit the report to invoices with a due date greater than the selected reminder date. |
Use Branch From |
No |
You may select a branch to limit the report to invoices associated with that branch. (This menu originates from program #1530.) O This field defaults to ACCT. |
Group by |
No |
You must select a grouping parameter for this report: l Branch l None |
Masks |
||
Ctr Group 1 |
Yes |
You must either select a Contract Basics Group 1 to limit the report to accounts associated with that group, or use the % wildcard to include all Contract Basics Group 1 groups. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a Contract Basics Group 1 from the report by selecting the group and then entering a check mark in this box. |
Ctr Group 2 |
Yes |
You must either select a Contract Basics Group 2 to limit the report to accounts associated with that group, or use the % wildcard to include all Contract Basics Group 2 groups. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a Contract Basics Group 2 from the report by selecting the group and then entering a check mark in this box. |
Branch Ranges |
||
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the beginning branch number of a range. (These menus originate from program #1530.) O If you leave the fields blank, the report includes all branches in your user profile. O Branch restrictions apply. |
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the ending branch number of a range. (These menus originate from program #1530.) O If you leave the fields blank, the report includes all branches in your user profile. O Branch restrictions apply. |
Exclude |
No |
You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Dealer |
No |
You may select a dealer ID to restrict the report to invoices associated with that dealer. (This menu originates from program #1537.) O If your company uses Dealer restrictions, the menu displays only those dealer IDs included in your user profile. O If you leave this field blank, the report includes invoices for all dealers. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the No Reminder List with no Dealer ID parameter, sorted by Branch.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Dealer |
If you selected a Dealer in the parameters, this field displays the ID of the dealer associated with the displayed accounts. |
Contract |
Displays the contract number. |
Dealer |
Displays the dealer ID associated with the contract. |
Contract
Name |
Displays the name, address, and phone number for the contract. |
Invoice number |
Displays the number of the invoice that has a due date later than the specified reminder date. |
Due Date |
Displays the due date of the selected invoice. |
Amount |
Amount of the selected invoice. |
No Reminder Flags |
|
Acc |
If this column displays an X, the account has been flagged No Reminder. |
Ctr |
If this column displays an X, the contract has been flagged No Reminder. |
Inv |
If this column displays a +, the invoice has been flagged Delayed Reminder. |
Grand Total |
Total of all invoices flagged as No Reminder or Delayed Reminder that have an invoice due date later than the specified date. |
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 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to No Reminder List
The following table lists modifications and updates to the No Reminder List document.
Mod Number |
Date |
Description |
n/a |
8/05/14 |
Images updated. |