The Dealer Billing Preview Report lists all transactions that are ready to be posted to the accounting system for Dealer billing. The Dealer Billing Preview Report can be run as many times as needed. It should be the last report run before running the Dealer Billing Post Report.
Generating a Dealer Billing Preview Report
Perform the following steps to generate a Dealer Billing Preview Report:
- Navigate to the Reports menu, and select "System Reports".
Result: The "System Reports" Navigation Tree displays as shown in the following screenshot:
- Click the "Custom" Navigation Tree Node.
Result: The Custom section of the Navigation Tree expands as displayed in the following screenshot:
- Double-click the "Dealer Billing Preview" Navigation Tree Node.
Result: The Dealer Billing Preview Report form displays as shown in the following screenshot:
- If you want, apply any of the following parameters to your Dealer Billing Preview Report:
- Dealer ID
- Customer ID
- Customer Name
- To run a Dealer Billing Preview Report, enter a beginning value in the "From:" field and an ending value in the "To:" field. The system will report on all items in the selected category that fit between the beginning and ending values.
- If you want to order your Report by Customer, Charge Type, or Billing Code, select that option from the "Order by" area of the form.
- If you want to designate that your Report be generated in a compact or mailable format, or that there be a page break inserted between Dealers, select that option from the "Order by" area of the form.
- The "Details" checkbox in the "Dealer" area of the form displays as preselected. If you want, select the "Charge Type Summary" and "Billing Code Summary" checkboxes.
- The "Total Amount" checkbox in the "Grand Totals" area of the form displays as preselected. If you want, select the "Charge Type Summary" and "Billing Code Summary" checkboxes.
- Once you have entered all the parameters for your Report, click "Next".
Result: The Distribution Tab displays as shown in the following screenshot:
- For instructions on distributing your Report, refer to the "System Reports" document.