Pitney Bowes DM525, DM575 - page 111

DM525™ and DM575™ Series Digital Mailing System Operating Guide

SV62201 Rev. C 7-5

a. Type in the start date of your fiscal year.

b. Press Enter to save the date. The Accounting Periods screen reap-

pears.

4. Select Number of Periods.

a. Select the number periods for your fiscal year. Use the down arrow

key to scroll through the list, if necessary.

b. b.If you select one of the preset periods, press Enter to return to the

Accounting Set Up menu, then press the left arrow key to exit the

set up.

c. If you select Custom period, the Custom Period screen appears.

Go to step 5.

5. You can set up two custom periods. The start date for both periods is

the date you activate the custom periods. You cannot change the start

date.

a. Select End Date 1 to set the end date for the first custom period.

Key in the date and press Enter.

b. Select End Date 2 and set the end date for the second custom

period. The end date for the second period must always be the

same as, or after the end date for the first period. Press Enter.

6. Press the left arrow key to exit set up.

NOTES:

• You can enter a start date that is within the current year. For exam-

ple, if today's date is 1/20/2008, you can enter a start date back to 1/

20/2008. When you enter the year, be sure to enter the full 4-digit

year (e.g., 2008 or 2008).

�� Once you run a transaction you cannot change the start date of the

fiscal year until you clear the accounting data, or the fiscal year ends.

NOTES for Custom Periods:

• For custom periods only, you can extend the end dates at any time dur-

ing the period. The end date for custom period 2 must always be the

same as custom period 1, or after custom period 1.

• Once the end date is reached, you must clear the account data, extend

the end date, or both. You will be prompted to print the data before it is

cleared.

• When the period expires, you will not be allowed to run mail until you

either clear the data or extend the period.

Contents

Main Page Page Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List Page Page Whats in this Guide Other Information What You Need to Know USPS Requirements Safety Requirements Page Page Important Information About Powering Your DM Series Digital Mailing System Off NONO YES ON OFF Page Introducing the DM Series Mailing System Features and Benefits Control Center Postage Meter Easy-to-Use IntelliLink COMPLIANTCOMPLIANT Parts of the Mailing System Mailing System Exterior Page Connectors on the Back of the Mailing System Base Mailing System Interior Interior of the Mailing System with Optional WOW (Under the WOW Cover) Interior of the Mailing System (Under thePrint Cover) The IntelliLink Control Center Page Page Connectors on the Back of the IntelliLink Control Center Page 3 Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail 3 Mail in a Minute Printing Postage Tapes 4 Running Mail Navigating Hints Applying Postage and Running Mail Determining the Correct Postage Mode Feeding Mail or Printing Tape? Chart B - Postage Tape Mode Chart C - Mail Modes with NO Postage Preparing Your Mai l About Running Mail Page Tips on Feeding Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail Mode Selection: Reduced Speed Mode Mode Selection: Key in Postage Mode Selection: WOW - Weigh- On-The-Way Mode Selection: Weigh First Piece Mode Selection: Differential Weighing Mode Selection: Manual Weight Entry Mode Selection: Attached Scale Mode Selection: Seal Only Mode Selection: Time and Date Stamping Selecting or Deselecting an Account Selecting an Account Deselecting an Account Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Selecting the Meter Stamp Options Meter Stamp Options: Date Meter Stamp Options: Advertisement Meter Stamp Options Page Using Electronic Confirmation Services Overview Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage DM525 and DM575 Series Digital Mailing System Operating Guide Editing, Deleting or Sending Confirmation Services Records Using Electronic Return Receipt (ERR) Page Page Page Using ERR with a Customer Reference Number Off-Line Electronic Return Receipt (ERR) Adding Postage or Changing the Date Clearing the Batch Count 5 Mailing System Setup Navigating Hints Overview of Mailing System Set Up Page Setting the Date and Time of Day Setting Up a Supervisor Password Creating a Supervisor Password Password Protecting an Operation Setting Up a Lock Code Setting Up the Scale and Selecting Rates WOW Weight Limit WOW Start Key Scale/Rates: Autoscale Page Scale/Rates: Destination if New Piece Scale/Rates: ZIP/Zone Prompt Scale/Rates: Destination if New Class Scale/Rates: Discount Code BMC Intra ZIP Zone 0 Add ZIPs to Scale/Rates: Confirm Svc Barcode Prompt Scale/Rates: Smart Classes Page Page Scale/Rates: Auto Rate Large Envelope Setting Up Postage By Phone Meter Payment Phone/Network Set Up: PBP Account # 7 Phone/Network Set Up: Dialing Prefix Phone/Network Set Up: PB Phone # Page Phone/Network Set Up: Use LAN Firewall Settings Phone/Network Set Up: Network Settings Phone/Network Set Up: Remote PC Refill Configuring High/Low Funds Warning Setting the Low Funds Warning Value Setting the High Value Warning for Key In Postage Configuring Low Ink Warning Configuring System Timeouts Timeouts: Display Sleep 10 Timeouts: System Sleep Timeouts Timeouts: Normal Preset Timer Timeouts: Feeding Timeout Timeouts: Waiting for Env Timeouts: Transaction Timeout Defining Presets Defining Normal Preset Values Defining Custom Preset Values Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Creating Custom Messages Page Page Page Configuring the Optional Barcode Scanner Setting the Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter 6 Adding Postage 6 Adding Postage Postage By Phone Meter Payment Your Postage Meter Connection Alternatives - Review USPS Rekey Requirements 6 Adding Postage Managing Your Postage Funds Connecting Your Postage Meter to a LAN Connecting Your Postage Meter to an Analog Phone Line Connecting Your Control Center to a Remote Analog Line Page Adding Postage Postage Pass - Automated Postage Refill Page 7 INVIEW Accounting Navigating Hints Overview of Accounting Before You Begin Using the INVIEW Accounting Setup Procedures Setting Up the Mailing System for INVIEW Setting the Accounting Period Page Setting Up a Global Surcharge or Discount Selecting an Accounting Type Setting the INVIEW Accounting Owner Page Reporting Options Clearing Account Data Setting Up Operators Enabling Operators Enabling Operator Passwords Creating Operators Setting Operator Auto Log Off Deleting Operators Viewing and Editing Operators Working with INVIEW Accounts INVIEW Accounting Account Structure Creating an Account Creating an Subaccount or Subsubaccount Viewing or Editing an Deleting an Account Running Mail Selecting an Account in Time Date Stamping Mode Selecting an Account in Seal Only Mode Entering a Batch Surcharge Selecting a Job ID Transaction Options Entering Manual Transaction Viewing the Transaction Log Transferring Transaction Data Clearing the Transaction Log Page Printing Transaction Receipts INVIEW Accounting Reports Printing Reports Report Printing Queue Report Macros Page Custom Reports Page Transaction Log Report SV62201 Rev. C 7-29 Weight Break Account/Class Weight Break Carrier/Class 7-30 SV62201 Rev. C Weight Break Job ID/Class Account Summary Report SV62201 Rev. C 7-31 Quick Profile Report settings. Accounting Setup Report 7-32 SV62201 Rev. C Account List Report Account Speed Code List Report Operator List Report Resync with Host PC 8 Reports Introduction Viewing a Report Printing a Report Report Print Queue Single Account Report Multi-Account Summary Internal Printer Version External Printer Version Last Five Refills Report USPS Confirmation Services Report (System Printer Required) Account List Report (External Printer Required) Funds Report System Set Up Report Error Report Job Report 8-12 SV62201 Rev. C Data Capture Report (Non-US Use Only) This report displays only on the screen. Use the up and down arrow keys to Electronic Return Receipt Installed/ Pending Rates Page Page 9 Maintaining and Updating Items to Keep On Hand Cleaning the Exterior Tape Maintenance Tape is still on roll Tape has run out E-Z Seal Sealing Solution Maintenance Moistener Maintenance Page Page Page Page Page Printer Maintenance Printing a Test Pattern Cleaning the Printer Nozzle Replacing the Ink Cartridge Page Changing the Printhead Page Page Changing the Wiper Blade Assembly Performing Updates or Adding Features Page 10 Troubleshooting How to Troubleshoot your Mailing Ink Waste Full Tray Warning Envelope Sealing Problems Page Page Page Page Tape Feeding Problems Printing Problems Postage Refill Problems Display Problems 3. Page Weighing Problems Page Page Page 12 Specifications Specifications Electrical and Operating Conditions Dimensions and Weight Capacities and Features NOTE: 12 Specifications Accounting Features Mailing Materials Page Page Page Page A Glossary