Printing the A/R National Accounts Report

The National Account report is one of three reports you can print using the A/R National Accounts report screen. The report lists the information entered in Accounts Receivable to define the national accounts used in your system, and the customers assigned to each national account.

Note: You can print this report only if you use national accounts in your Accounts Receivable system.

For more information, see A/R National Accounts Report.

When to Print

Print the report when you add, change, or delete national accounts.

  • Verify the print destination and, if necessary, turn on and connect the printer.

To print the A/R National Accounts report:

  1. Open Accounts Receivable > A/R Customer Reports > National Accounts.
  2. From the Report Type list, select National Account List.
  3. Under Include, specify whether to include address, profile, member, and/or optional field information in the report.
  4. Select a range of national account numbers to include in the report.
  5. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.