HOW TO USE CREATE-A-CHECK TO PRINT INVOICES

(CREATE-A-CHECK VERSION 4.1)

To process the Create-A-Check steps from your SkilMatch2 session, click SkilMatch 2 session.

For assistance with selecting a different printer, refer to Select A Different Printer.

For assistance with reprinting items:

How To Reprint When the Invoice Is Still Available in Create-A-Check

How To Reprint When The Invoice Is NOT Available In Create-A-Check

HOW TO USE CREATE-A-CHECK FROM YOUR SKILMATCH2 SESSION

Follow procedures outlined in Menu PBPROC, Item Invoices until the screen displays:

At this time, leave this screen as it is. Do NOT reply.

Load invoice stock in the laser printer.

Open the ES32 session, but do NOT sign on to the ES32 session. Leave it at the signon screen.

On another SkilMatch2 session, go to a command line and key INVDOWN and click [OK].

The screen will display:

Company Number:

Key company number.

Click [OK].

The screen will display:

Are You Signed On To The PC Where The Invoice File Should Download:

Since you are NOT signed onto the ES32 session, key N.

Click [OK].

The screen will display:

Do You Want To Cancel The Download:

To continue, key N.

Click [OK].

The screen will display:

What Is The Workstation ID Of The PC To Receive The File:

Look at the signon screen of the ES32 session. The upper right corner will say ‘Display’. Key the name of the ES32 display.

Click [OK].

The screen will display:

Verify That The File C:\Program Files\CreateACheck\4.1\PRINVxx (where xx equals the company number) does NOT exist on that PC.

Verify that a signon screen is displayed on the ES32 session.

To continue, key Y.

Click [OK].

There will be a momentary delay and then the screen will display:

Did The File Transfer Properly:

At this time, you do not know if the file transferred properly. Leave this screen as it is. Do NOT reply.

Open Create-A-Check from your desktop.

The screen will display:

Log in with your AS/400 user ID and password.

The screen will display:

Click [Print Checks].

The screen will display:

Document Type:

Select ‘Other Forms’.

The screen will display:

Account:

Note: if there is more than one entry under Account, you must first click the desired account. Once the desired account is selected, the file name will appear in three places under ‘File Name’.

Click once on the desired account to select (if not already selected).

File Name:

Note: the file name will appear in three places (PRINVxx where xx equals the company number). This tells you the file transferred properly.

<DOUBLE-CLICK> the file name in the large middle box to select it.

Note: do NOT click the file name in the top or bottom middle box.

The screen will display:

Queued Files:

The file name will now appear in the queued files area.

Click [Print].

The screen will display:

Password:

Enter your AS/400 password.

Click [OK].

The screen will display:

The screen will display the printer the invoices will print to.

If you wish to print to a different printer, refer to Select A Different Printer for assistance.

If you wish to print to the printer displayed, click [OK].

The screen will display:

Did All Items Print Properly:

Go to the printer, get the invoices, make sure all invoices look okay.

Note: if you click OK and they are not okay, you can select to reprint from Create-A-Check. Refer to How To Reprint for assistance.

If the invoices printed properly, click [OK].

The screen will display:

Click [Close].

The screen will display:

Your invoices have now printed.

Remove invoice stock from printer.

Remove micro-toner from printer.

Close Create-A-Check.

Go to the SkilMatch2 session where the screen displays:

Did The File Transfer Properly:

Key Y.

Click [OK].

The screen will display:

Click [OK].

The screen will display:

Click [OK].

Go back to your original session where the screen displays:

Key Y and click [OK].

Follow screen prompts to post invoices.

Note: Once invoices are posted, you have passed "point of no return!" Do not go back to an earlier option on your payroll checklist!

Note: go to your outq and delete the spooled file of invoices to avoid printing to a continuous-form printer.

Note: you may reprint individual invoices from Create-A-Check. Refer to How To Reprint for assistance.

HOW TO SELECT A DIFFERENT PRINTER

Check Printer:

Click the button (prompt and select button).

The screen will display:

<DOUBLE-CLICK> on ‘Display Printer for Create A Check’ to select.

The screen will display:

Click [Accept].

Click [Close].

The screen will display:

Click [OK].

HOW TO REPRINT AN INVOICE WHEN THE INVOICE IS STILL AVAILABLE IN CREATE-A-CHECK.

Note: if the invoice is NOT available in Create-A-Check, refer to How To Reprint When The Invoice Is NOT Available In Create-A-Check.

The screen will display:

Click “File” and then select “Reprint”.

The screen will display:

Print Job:

Click the button (prompt and select button).

The screen will display:

May be one or more items listed; click the desired item.

The screen will display:

Click the desired item to select.

Note: to select multiple items, sequentially, click the first item to highlight. Hold shift key down while you click the last item. This will select all items from the first to the last.

Note: to select multiple items that are not sequential, hold the control key down while you click each desired item. This will select only the items you click on; you may skip items.

The screen will display:

Click [Print].

The screen will display:

Click [OK].

The screen will display:

User ID:

Enter your AS/400 User ID.

Password:

Enter your AS/400 password.

Click [OK].

The screen will display:

The screen will display the printer the items will print to.

If you wish to print to a different printer, refer to Select A Different Printer for assistance.

If you wish to print to the printer displayed, click [OK].

The screen will display:

Click [OK].

The screen will display:

Items have now reprinted.

Remove stock from printer.

Remove micro-toner from printer.

Close Create-A-Check.

Note: go to your outq and delete the spooled file of the reprinted invoice to avoid printing to a continuous-form printer.

HOW TO REPRINT WHEN THE INVOICE IS NOT AVAILABLE IN CREATE-A-CHECK.

Note: only one user per general ledger company number may process this option at any given time. Users may process this option simultaneously for DIFFERENT general ledger company numbers, but NOT for the SAME general ledger company number.

On a SkilMatch2 session, go to a command line and key INVRP and click [OK].

The screen will display:

Company Number:

Key the company number associated with the invoice you wish to reprint.

Press the <TAB> key for additional keying.

Invoice Number:

Key the invoice number you wish to reprint.

Click [OK].

The screen will display:

If the information displayed is correct and you wish to continue, click [OK].

If the information displayed is NOT correct, click [Exit] to try again.

If you chose to continue, the screen will display:

Load invoice stock in the laser printer.

Open the ES32 session, but do NOT sign on to the ES32 session. Leave it at the signon screen.

If you are ready to continue with the download IMMEDIATELY, key Y and click [OK].

Note: if you key Y and click [OK] and do NOT continue with the download immediately, the file containing the invoice you wish to reprint may be overwritten by another user.

On another SkilMatch2 session, go to a command line and key INVDWNRP and click [OK].

The screen will display:

Company Number:

Key company number.

Click [OK].

The screen will display:

Are You Signed On To The PC Where The Invoice File Should Download:

Since you are NOT signed onto the ES32 session, key N.

Click [OK].

The screen will display:

Do You Want To Cancel The Download:

To continue, key N.

Click [OK].

The screen will display:

What Is The Workstation ID Of The PC To Receive The File:

Look at the signon screen of the ES32 session. The upper right corner will say ‘Display’. Key the name of the ES32 display.

Click [OK].

The screen will display:

Verify That The File C:\Program Files\CreateACheck\4.1\PRIRPxx (where xx equals the company number) does NOT exist on that PC.

Verify that a signon screen is displayed on the ES32 session.

To continue, key Y.

Click [OK].

There will be a momentary delay and then the screen will display:

Did The File Transfer Properly:

At this time, you do not know if the file transferred properly. Leave this screen as it is. Do NOT reply.

Open Create-A-Check from your desktop.

The screen will display:

Log in with your AS/400 user ID and password.

The screen will display:

Click [Print Checks].

The screen will display:

Document Type:

Select ‘Other Forms’.

The screen will display:

Account:

Note: if there is more than one entry under Account, you must first click the desired account – in this case, the INVOICE account.

Click once on the appropriate INVOICE account to select (if not already selected).

File Name:

Note: there are three boxes under file name. A file name will appear in two places (top and bottom).

Click the button (prompt and select button) next to the bottom file name box.

The screen will display:

Select ‘All Files’.

The screen will display:

Scroll the large middle file name box to find PRIRPxx (where xx = company number).

<DOUBLE-CLICK> the PRIRPxx file to select it.

Note: do NOT click the file name in the top or bottom middle box.

The screen will display:

Queued Files:

The file name will now appear in the queued files area.

Click [Print].

The screen will display:

Password:

Enter your AS/400 password.

Click [OK].

The screen will display:

The screen will display the printer the invoices will print to.

If you wish to print to a different printer, refer to Select A Different Printer for assistance.

If you wish to print to the printer displayed, click [OK].

The screen will display:

Did All Items Print Properly:

Go to the printer, get the invoice, make sure the invoice looks okay.

Note: if you click OK and they are not okay, you can select to reprint from Create-A-Check. Refer to How To Reprint for assistance.

If the invoice printed properly, click [OK].

The screen will display:

Click [Close].

The screen will display:

Your invoice has now reprinted.

Remove invoice stock from printer.

Remove micro-toner from printer.

Close Create-A-Check.

Go to the SkilMatch2 session where the screen displays:

Did The File Transfer Properly:

Key Y.

Click [OK].

The screen will display:

Click [OK].

The screen will display:

Click [OK].

Note: go to your outq and delete the spooled file of the reprinted invoice to avoid printing to a continuous-form printer.

Note: you may reprint individual invoices from Create-A-Check if the file is still available in Create-A-Check. Refer to How To Reprint for assistance.