Creating or Editing Customer Statement Lists

Use the Customer Selection screen to create or edit or select lists of customers to use when you want to limit the receipt of statements. For example, you can create a list of all of your customers in different areas or states, or who deal with specific types of products.

To create a list of customers:

From the A/R menu, select Print Statements to display the Print Statements screen.
Use the Multi hot key to display the Customer Selection screen.
To add an entry to the list, type the name of the customer and press Enter to move the cursor to the next line.
Repeat step 3 as necessary.
When you are finished entering customer names, be sure to press Enter after the last name or that name will not be retained when you save this list.
Use the Save hot key to save this list.
At the Save Work ID prompt, type a name to call the list and press Enter.
When you are finished, press Esc to save the information and exit the screen.

To edit a list of customers:

From the A/R menu, select Print Statements to display the Print Statements screen.
Use the Multi hot key to display the Customer Selection screen.
Use the Recall hot key to display a previously saved list.
At the Recall Work ID prompt, do one of the following:

Press F10 and select from the list.
Type the name of the existing list and press Enter.

Use one of the following methods to add and edit entries:

To add an entry to the list, type the name of the customer and press Enter to move the cursor to the next line.
To change an entry, type over it.
To delete an entry from the list, position the cursor on the entry and press Alt-Delete.

When you are finished making changes, use the Save hot key to save this list.
At the Save Work ID prompt, type a name to call the list and press Enter.
Press Esc to save the information and exit the screen.

To select a list of customers:

From the A/R menu, select Print Statements to display the Print Statements screen.
Use the Fax hot key to display the Fax Memo screen.
Use the Distribution List hot key to display the Fax Distribution List window.
Use the Recall hot key to display the Recall list prompt, and do one of the following:
Press F10 and select a distribution list.
Enter the name of the distribution list.

Press Enter. The system populates the Fax Distribution List screen with the information from the distribution list you selected.
Press Esc. The system displays the Fax Memo screen, and populates the Fax Number field with ***Distribution List*** to indicate that you selected a list.