Auto Charge Process

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This process brings system records up-to-date for one or more companies, as of the current computer date. The process gives you the option to update only contract recurring charges and late fees, only recurring general ledger transactions, or both. Included in the process is an optional AUTOMATIC CHARGE AUDIT REPORT which provides a detailed or summarized listing of all records updated during the process.

Because of the effect the AUTO CHARGE PROCESS can have on your data, it is recommended that you limit access to certain authorized users. In fact, you may want to limit the ability to run this process to only one user — the system manager. See the SYSTEM MENU | SYSTEM SETUP MENU | USER SETUP WINDOW for information on how to limit access to this menu item.

Once you initiate this process, it can be stopped by pressing the v key. The system finishes with the file it is updating at the time you press v and then returns you to the AUTO CHARGE WINDOW.

Create: Cwhelp00090003.gif Contract Recurring Charges Cwhelp00090003.gif Recurring G/L Transactions

With these check boxes, specify whether you want to update only contract and other recurring charges, only recurring general ledger transactions, or both. The default is to update both types of transactions. When you run the CONTRACT RECURRING CHARGES, AUTO CHARGE processes all pending late fees.

Company ID @ o

In this field, specify the companies you want records updated for. Press e to accept the default of ALL or enter one or more company IDs in the space provided.

Press @ or the right mouse button to search for a company already in the database. From the SEARCH METHOD pop-up, you can select either a multiple choice PICK LIST or the FIND WINDOW.

Cwhelp00090004.gif Print Automatic Charge Audit Report

If you want to generate an AUTOMATIC CHARGE AUDIT REPORT to document those records updated during the process, turn this check box on. The default is to not generate the report.

Report Type: Cwhelp00090000.gif Summary Cwhelp00090001.gif Detail

Use these radio buttons to specify either the SUMMARY or the DETAIL version of the report.

Output: Cwhelp00090000.gif MonitorCwhelp00090002.gifCwhelp00090001.gif Default Printer

Choose the monitor or printer radio button shown in OUTPUT. This allows you to view a report on your monitor or send it to a printer. See page 5-38 for help navigating the on-screen report viewer and choosing the default printer.