Configuration

□	If you have Subscribers who have requested that specific types of documents be sent to specific Addresses and those Addresses are not what are defined in their Subscribers Form, use this Subscriber Report Configuration Form to specify those Alternate Mailing Address assignments.

•	These specific types of documents may include any combination of Invoices, Proposals, Service Requests, Account Statements, Opening & Closing Reports, Call List Verification letters and Subscriber Information reports.

•	To assign an Alternate Mailing Address to a specific Report Type for a selected Subscriber:

•	Open the Subscribers Form

•	Locate (F2 Search Subscriber) the Subscriber record that requested one or more of these special Alternate Mailing Addresses be assigned.

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Subscriber Report Configuration dialog

•	On the Subscribers Form's General Quick Access menu, Select Configuration.

►	Note: To assign one of these Alternate Mailing Addresses in this Subscriber Report Configuration Form they must have been previously defined in the Addresses Form.

□	Identifying the Subscriber Report Configuration Addresses:

•	Report (Addresses) - Using the Drop-Down Selection List es provided, Choose the appropriate Address, as required, for this Subscriber's various Report Types.

•	You may assign the same, none, or a different Address to each Report Type (i.e., Invoices, Proposals, Service Requests, Account Statements, Opening & Closing Reports, Call List Verification letters and/or Subscriber Information reports) to accommodate the Subscriber's request(s).

▪	The same Address may be assigned to multiple Report Types for the selected Subscriber, if appropriate.

•	If Invoices are (manually) created for a Service Address Only record, when those Invoices are printed the Bill Payor's Address and the actual Service Address will be used unless a different Default Service Address and/or Default Invoice Address has been defined.

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For a Subscriber Record representing a Service Address Only, the Subscriber Statements address field is not available because those Account Statements are printed using the Billing Address of the Bill Payor (because Statements include the balances for all Service Addresses attached to that Bill Payor's record).

•	For those Report Types (Default Invoice Address and Subscriber Statements) that have a Months option field:

•	Click the Drop-Down Selection List provided and Check each Month in which the selected Address should be used in lieu of the normal Billing Address.

•	If this is to be used every month, Check every Month.

HelpFilesConfigurationAllMonths

Check every Month

•	If is to be used Quarterly or some other random time, Check only those Months.

HelpFilesConfigurationQuarterlyMonths

Check required Months

•	Whenever a Subscriber Statement and/or a Sales Invoice is Printed, if any Subscriber has Addresses defined and either has specific Months identified in the Subscriber Report Configuration Form:

▪	The designated Alternate Mailing Address will be used if those Statements/Invoices are printed within those Selected Months.

▪	The default Mailing Address will be used in all other Months.

•	Close the Subscriber Report Configuration Form when you are finished making the Address assignments.

•	The entries will be stored automatically.

•	Click Save ("ü") on the Subscribers Form to confirm these Subscriber Report Configuration entries.