Producing Account Documents

The Account Documents function is used to produce account documents or other formatted transaction lists for a selected range of debtors. The transactions to be printed are selected using a predefined control desk.

If you use Account Documents (ACD), the same account document format is used for all of the documents produced by this function.

The following steps are required to produce the account documents using Account Documents (ACD):

  1. Access Account Documents (ACD) from SunSystems and enter the selection criteria to determine the accounts and transactions to be printed on the documents, and select OK.
  2. The selected transactions are listed on the Financial-Account Inquiry control desk window.
  3. Highlight the account transactions you want to print on the account documents, and select Action > Review, or click the Review button. Alternatively select Action > Review All to include all of the transactions.
  4. The selected transactions appear on the Control Desk In-Tray. Select the Print Account Documents option as the Report Process and click OK.
  5. The standard document format parameter request form appears to allow you to control the production of the documents.