Exact Globe+

Printing labels for debtors/creditors

Introduction

If your business entails sending a lot of mail to all your debtors or creditors, you may want to print the address labels for each of them. This can be done through Finance/Accounts receivable/Labels for debtors, or Finance/Accounts payable/Labels for creditors.

Description

You can filter the address labels that you want to display. To search for the data, you can define one or more of the criteria and click Display. The data that matches the search criteria you have entered is then displayed.

Note: This document uses the debtor as an example but it is also applicable to creditors.

Layout section

Debtor link

Select the Debtor link check box to automatically link to a label layout. You can link the label layout to the debtor or creditor at System/General/Settings/Documents settings.

Not linked

Select the Not linked check box to manually select a layout for the labels.

Layout

Type or select the layout code. This option is only enabled if Not linked is selected.

Filter section

Type

Select the type of debtors. Only the labels for debtors that match the type are displayed. Choose from All, Associate, Bank, Customer, Division, Employee, Prospect, Reseller, or Supplier.

Status

Select the type of debtor status. Only the labels for debtors that match the status are displayed. Choose from All, Active, Blocked, Inactive, Pilot, Reference, or Passive.

Address

Select the debtor address you want printed on the labels. Choose from Delivery address, Invoice address, Postal address or Visiting address.

City

Type or select the name of a city or town from a list of available cities that are linked to the debtors.

Postcode

Type or select the range of postcodes. Alternatively, select the All check box to display all the postcodes from the debtors.

Debtor

Type or select the range of debtor codes. Alternatively, select the All check box to display all the debtor codes.

Classification

Type or select the range of classifications (for example, Large Account or Small Enterprise). Alternatively, select the All check box to display the debtors from all classifications. The classification type can be defined in debtor maintenance at Finance/Accounts receivable/Maintain or creditor maintenance at Finance/Accounts payable/Maintain.

Resource

Type or select the range of resource IDs. Alternatively, select the All check box to display the debtors who are linked to all the resources. Resource here means employees (for example, account managers) who are specifically assigned to certain debtor(s).

Sort by section

Field

Select the order in which the labels are to be printed. Choose from:

Name - The labels are printed in alphabetical order based on the debtor name.
Address - The labels are printed in alphabetical order based on the debtor address.
Postcode - The labels are printed in numerical order based on the postcode (lowest values first) of the debtor.
City - The labels are printed in alphabetical order based on the city of the debtor.
Debtor - The labels are printed in numerical order based on the debtor code.

Printer settings section

Number of copies

Type the number of copies for each label you want to print. The default value is 1.

Buttons

Print

Click Print to print the labels that match the criteria you have entered.

Display

Click Display to view your present selection and to selectively print labels for each debtor. After clicking this, the following buttons are available:

Export - Click Export to export the present overview directly to Microsoft Excel. A layout must be selected before the Export button is enabled.
Print - Click Print to print the selection you have specified. A layout must be selected before the Print button is enabled.
Select all - Click Select all to select all the labels.
Deselect all - Click Deselect all to deselect any prior selections.
Cancel - Click Cancel to return to the previous screen.

Close

Click Close to exit.