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Example 1: To search by bill date
  1. From Billing, select Generate reports to display the Generate reports window.
  2. Select Open Invoices from the Report Types list.
  3. Select Open Items by Product from the Available Reports list.
  4. Click Options and select Search Format to display the Select Search Instructions window.
  5. Click New to display the Search Instructions window.
  6. Enter the new search instructions. For example, enter the following data to search for bills with a non-zero balance run on 10/1/01:
    Subscriptions.BILL_DATE = 10/01/2001
    Subscriptions.BALANCE <> 0

    Note: BILL_DATE corresponds to the Run Date field on the Process billing window (from Billing, select Process billing). Make sure to consider whether the Run Date was overwritten.

  7. Click Save to accept the search instructions and close the Search Instructions window.
  8. Click OK to close the Select Search Selections window.
  9. Click Run to generate the report.

If you select the Calculation mode, entering the following calculation expression on the Comparison Value window verifies that the Bill Date matches today's date.

from Name,Subscriptions
where (Name.ID = Subscriptions.ID
and Name.MEMBER_TYPE = 'M')
and Subscriptions.BILL_DATE =
'2000-03-06'(Specific date)

Example of the Comparison Value window.

If searching for multiple customer types, use the following command sequence:

From Name,Subscriptions.ID
and Name.CUSTOMER_TYPE = 'M'
or Name.CUSTOMER_TYPE = 'CM'
and Subscriptions.BILL_DATE =
'2000-03-06' (Specific date)

Caution! Any ad hoc search instruction must also include any filter that would already be inherent within the cycle and renewal printing process (for example, specific customer type and/or categories, printing flags, and specific products).

See Also

Examples of Ad Hoc Searches

Example 2: To search for specific products

Example 3: To search by customer type


ASI logo 10.6 Production Release. Updated 9/7/2005 10:24:42 AM
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