Account Export

This section controls the Invoice Export option.

• 1. Which default sort sequence should be used when exporting account data? BCS (Client) There are a number of sort orders for account invoices. This setting determines the default order—it may be changed when account invoices are printed. Select the print order you will most commonly use.

  Value
  Account	Account invoices will be exported by default in account order.
  Area	Account invoices will be exported by default in area order.
  Depot	Account invoices will be exported alphabetically by depot, and in depot sort order within each depot. Depots are user-defined and are assigned to routes.
  Distribution Code	Account invoices will be exported by default in distribution code order. Distribution codes are user defined and can be assigned to accounts. Within each distribution code, invoices can be sorted in any of the other orders listed above.
  District	Account invoices will be exported by default in district order.
  Name	Account invoices will be exported by default in account name order.
  Publication/Area	Account invoices will be exported by default in publication order, and within each publication, by area order, and within each area in region/zone/district/route order.
  Publication/District	Account invoices will be exported by default in publication order, and within each publication, by district order, and within each district in route order.
  Publication/Region	Account invoices will be exported by default in publication order, and within each publication, by region, and within each region in zone/district/route order.
  Publication/Zone	Account invoices will be exported by default in publication order, and within each publication, by distribution zone, and within each zone in district/route order.
  Region	Account invoices will be exported by default in region order.
  Route	Account invoices will be exported by default in route order.
  Truck	Account invoices will be exported by default in truck departure order, and within each truck in drop sequence order.
  Zone	Account invoices will be exported by default in zone order.

• 2. Which default truck departure order should be used when exporting account data? BCS (Client) The default truck departure order entered here will be used to determine the export order of account invoices if invoices are exported in truck order. This default may be changed when the invoices are exported. Enter the user-defined truck departure order that is most commonly used to determine the export order of account invoices.

• 3. Which default truck sequence should be used when exporting account data? BCS (Client) The default truck sequence entered here will be used to determine the export order of account invoices if invoices are exported in truck order. It is also used to determine the truck-related information (truck and drop sequence number) which is exported on the invoice. This default may be changed when the invoices are exported. Enter the user-defined truck sequence that is most commonly used to determine the export order of account invoices.

• 4. Should data be exported for accounts with a zero balance? BCS (Client) You may have inactive or seasonal accounts with a zero balance for a billing period. This setting determines whether invoices are exported for these accounts.

  Value
  Yes	If you want to export data for accounts with a zero balance.
  No	If you do not to export data for accounts with a zero balance.

  If No:

  • 5. Should data be exported for accounts with a zero balance if the account has activity during the billing period? BCS (Client) This will alert accounts to any activity on their account during this billing period.

    Value
    Yes	If you send statements to accounts with a zero balance if there was activity on their account during this billing period.
    No	If you do not send statements to accounts with a zero balance regardless of whether there was activity on their account during this billing period.

• 6. Which sort sequence should be used when exporting office pay information? BCS (Client) The office pay audit list may be exported in subscriber account, address, or name order.

  Value
  Account	If the office pay audit should be exported in account order on the account invoices.
  Address	If the office pay audit should be exported in address order on the account invoices.
  Name	If the office pay audit should be exported in name order on the account invoices.

• 7. What is the two digit company number used in building the scan line? BCS (Client) Circulation will export a scan line with the invoices that contains the account’s balance and invoice number, as well as check digits and the company number. Since accounts can belong to multiple companies, you must enter the two-digit number that will uniquely identify the company under which the payments should be applied.

• 8. Should an account which has no charges or credits in the current billing but has a balance be included in the export? BCS (Client) This setting determines whether an account that has a balance, but no charges or credits during the bill period, should be included in the Invoice Export file. Enter “yes” (the default) to include these accounts; otherwise enter “no.”

• 9. What is the phone type of the secondary phone in the invoice export? BCS (Client) The secondary area code and phone number can be included in the invoice export. This setting identifies the phone type of the secondary phone.