PRINT DEBIT MEMOS
Use this screen to print hard copies of the debit memo. You can also print by debit memo voucher number and vendor name. You can print debit memos whenever you need a printed copy.
You can print debit memos for a selected range of vendor names or debit memo numbers. You can also use the due date of the debit memo as a criterion. You can print charge code information. You can print all debit memos or only those that have not been previously printed.
The debit memo is not part of Costpoint audit trail. You may, however, find it useful to retain a printed copy of the debit memo for your records.
Screen Contents
This screen has the following elements:
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Use the Identification block to enter a parameter ID and description.
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Use the Selection Ranges block to specify the range of vendors, debit memo vouchers, and/or debit memo due dates.
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Use the Options block to specify whether or not you want project, account, and organization detail, and whether or not you want to include previously printed debit memos.
Location
Identification
Use the fields in this block to create a new parameter ID or to retrieve
a previously saved parameter ID. A parameter ID represents a set of screen
selection parameters. After you have saved a parameter ID and its related
parameters, you can retrieve them using Query.
You can use the retrieved parameters to produce reports and run processes
more efficiently and with greater consistency. The saved parameters are
also useful and necessary when you want to run the process as part of
a batch job. Many users save a unique set of parameters for each different
way they run a report or process. When you select a previously saved parameter
ID or parameter description, the associated saved screen selection parameters
automatically display as selection defaults. The page setup and print
options are also included in the saved parameter ID if there are any.
You can change any of the associated selection defaults as necessary.
Parameter ID
Enter, or click 
to select, a parameter
ID of up to 15 alphanumeric characters. Choose characters for your parameter
ID that help identify the type of selections you made in the screen, such
as PERIOD or QUARTERLY.
When you save your record, all the selections made in the screen are
stored with the parameter ID. Later, you can retrieve the parameter using
Query.
You can use the parameter to run the process more efficiently because
you can select the parameter ID with its previously defined screen selections.
After the default selections display in the screen, you can override the
defaults.
Description
Enter, or click to select, a parameter
description of up to 30 alphanumeric characters.
Selection Ranges
Use the fields in this group box to select the criteria for printing the debit memos.
Vendor Name
Use the fields in this group box to select the criteria for the range of vendors whose debit memos you want to print.
Option
Use this drop-down list to select the range of vendor names to be included. Valid options are:
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All — Select this option to include all available vendor names. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one vendor name and then enter that vendor name in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of vendor names. Enter the beginning vendor name for the range in the Start field and enter the ending vendor name of the range in the End field.
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From Beginning — Select this option to include a range of vendor names that begins with the first of all the available vendor names and ends with the vendor name that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of vendor names that begins with the specific vendor name that you enter in the Start field and ends with the last of all the available vendor names. The End field is disabled for this option.
Start
Enter, or click 
to select, the starting vendor name for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending vendor name for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.
DM Voucher
Use the fields in this group box to enter the selection criteria for the range of debit memo voucher numbers you want to print.
Option
Use this drop-down list to select the range of debit memo voucher numbers to be included. Valid options are:
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All — Select this option to include all available debit memo voucher numbers. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one debit memo voucher number and then enter that debit memo voucher number in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of debit memo voucher numbers. Enter the beginning debit memo voucher number for the range in the Start field and enter the ending debit memo voucher number of the range in the End field.
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From Beginning — Select this option to include a range of debit memo voucher numbers that begins with the first of all the available debit memo voucher numbers and ends with the debit memo voucher number that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of debit memo voucher numbers that begins with the specific debit memo voucher number that you enter in the Start field and ends with the last of all the available debit memo voucher numbers. The End field is disabled for this option.
Start
Enter, or click to select, the starting debit memo voucher number for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending debit memo voucher number for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.
DM Due Date
Use this drop-down list to specify the cutoff date to use in the selection criteria for the debit memos. Costpoint does not print any debit memo that has a due date beyond this date. If you leave this date blank, the due date is not part of the selection criteria.
Option
Use this drop-down list to select the range of dates to be included. Valid options are:
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All — Select this option to include all available dates. The Start and End fields are disabled for this option. This is the default.
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One — Select this option to include only one date and then enter that date in the Start field. The End field is disabled for this option.
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Range — Select this option to include a contiguous range of dates. Enter the beginning date for the range in the Start field and enter the ending date of the range in the End field.
-
From Beginning — Select this option to include a range of dates that begins with the first of all the available dates and ends with the date that you enter in the End field. The Start field is disabled for this option.
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To End — Select this option to include a range of dates that begins with the specific date that you enter in the Start field and ends with the last of all the available dates. The End field is disabled for this option.
Start
Enter, or click 
to select, the starting date for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.
End
Enter, or click to select, the ending date for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.
Options
Print Proj/Acct/Org Detail
Select this check box to print detail information of the project, account, and organization on the debit memo. If you leave this check box cleared, project, account, and organization detail does not print. This field defaults as checked.
Print Previously Printed Debit Memos
Select this check box to include previously printed debit memos in this print run, provided they are within the selection criteria. If you leave this check box cleared, only debit memos not previously printed are included.