- To create a Statement of Account Option, expand the e-doc Document folder, expand
the Statement of Account folder and then click
New Document.
A blank form will appear. The form will consist of seven (7) editable fields. They are;
Document Date based on, SQL Column - Document Date, Document Date Entry,
Document Owner based on, SQL Column - Document Owner, Overwrite if Exist and Card Number.
A sample form is shown below.
- Select the Document Date based on whether from an Entry or from an
SQL Column.
NOTE: The default selection is preset to SQL Column.
- Select a document date from the SQL Column - Document Date drop down menu.
NOTE: The default selection is preset to Statement Date.
- Type in the Document Date Entry.
- Select the Document Owner based on whether from a Current User or from an
SQL Column.
NOTE: The default selection is preset to SQL Column.
- Select a document owner from the SQL Column - Document Owner drop down menu.
NOTE: The default selection is preset to Owner ID.
- Select Yes or No if overwrite exist.
NOTE: The default selection is preset to Yes.
- Enter the card number on the Card Number text field.
- Once you are sure about your entries, click the Set Option button.
A confirmation will appear whether the action taken was
a success
or an error has occurred.
- Click the Reset button to clears the text fields and bring back the
default choices.
- Click the Cancel button to exit the operation and return to the welcome
page or main menu.
- Click the Help button to bring out the help guide for the current page.
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