Rolls Transfer Create Roll Transactions

Use the Rolls Transfer Create Roll Transactions routine to create roll transactions and associated letter cost transactions for customers with delinquent balances to be transferred to roll balances.

Notes:

Directions:

To open:

1.  Click Processes from the Menu.

2.  Click Rolls.

3.  Click Transfer.

3.  Click Create Roll Transactions.

Or, use the keyboard shortcut:  [ALT] [p] [r] [t] [w].

 

Rolls Transfer Create Roll Transactions Window Example:

 

Rolls Transfer Create Roll Transactions Prompt Options

 

Services

To select the services to include, click to check the appropriate services listed.

Tip:  To quickly select or de-select all services listed, click Check All .

Companies

To select the companies to include, click to check the appropriate companies listed.

Tip:  To quickly select or de-select all companies listed, click Check All .

Finance Periods

To select the finance periods to include, click to check the appropriate finance periods listed.

Tip:  To quickly select or de-select all finance periods listed, click Check All .

To start the Create Roll Transactions routine, click Proceed or press [ENTER].

Keyboard shortcut:  [ALT + p]

 

Or, to escape without creating the roll transactions, click Cancel .

Keyboard shortcut:  [ALT +c]

Status

Displays information pertaining to the various phases of the Create Roll Transactions process to guide you.

Note:  The status displays Complete when the process is ended.  In addition, the Message window displays Process Ended and 100% to alert you when the routine is complete.

 

To close the screen when Complete displays and the routine is finished, click Close .

 

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