Pitney Bowes DM550, DM500 guide

8 • Reports

Introduction

Viewing a Report

Printing a Report

Creating a report is quick and easy on your mailing system. With the capa- bility to print out reports on roll tape or envelopes using the internal mailing system printer, you can easily keep an accurate record of all your mailing activities.

NOTE: The accounting reports described in this chapter are for the standard accounting package provided with your DM Series™ Digital Mailing System. If you are using another optional accounting package (for example, Budget Man- ager), refer to the documentation provided with that application.

For some reports, you need an external or attached printer. For instructions on how to set up an attached printer, refer to Chapter 5 - Mailing System Setup, Set Up Optional Printer, in this guide.

Each report is described in the following sections. Each section shows you the display on the screen and the information that prints out.

1.Press the Reports key.

2.Select the report you want to view. The report appears in the main dis- play.

You may print reports using the internal mailing system printer, or an attached external printer if one is connected to your system.

1.Press the Reports key.

2.Select the report you want to print. The report appears in the main dis- play. Press Enter.

3.Depending on your particular system, select one of the bulleted options below.

•If your system can only print using the internal mailing system printer: press the Start or Tape key to print on an envelope or tape.

•If you have an external printer and your report can only print to an external printer, the system asks you to press Enter.

•If you have an external printer and your report can print to an exter- nal printer or the internal printer, the system prompts you to “Select a Printer.” If you want to use the attached external printer, select Attached Printer and press Enter. If you want to use the system printer, select Mailing Machine. Press the Start or Tape key to print on an envelope or tape.

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Pitney Bowes DM550, DM500 manual Introduction Viewing a Report Printing a Report

Contents

DM500 and DM550 Series Page SV61436 Rev. D Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List PB Web SitesOur Help Desk Postage By Phone System Pitney Bowes SuppliesPage Read This First What’s in this Guide Other Information Read This First What You Need to Know Safety RequirementsUsps Requirements Read This First OFF Read This First Contents Introducing the DM Series Mailing System Meet the DM500 and DM550 Series Digitial Mailing System Introducing DM Series Mailing System Features and Benefits Meet the DM500 and DM550 Digital Series Mailing System Variety of Communications Options Accounting and Reporting Shape Based Rating Mailing System Exterior Parts of the Mailing SystemQuick Reference Card Set These Meet the DM500 and DM550 Digital Series Mailing System Dual External Device USB Ports Serial Port Connector Top release jam lever Seal bottle Under the DM500 and DM550 Series Print Cover Function Keys SV61436 Rev. D Main Screen Connectors on the Back of the IntelliLink Control Center Meet the DM500 and DM550 Digital Series Mailing System Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Select Mode Navigating Hints Applying Postage Running Mail Chart a Printing on Mail Determining the Correct Postage ModeFeeding Mail or Printing Tape? Chart B Postage Tape Mode Chart C Mail Modes with no Postage Preparing Your Mail About Running Mail Adding Postage in this guide Tips on Feeding Mail About Printing Postage Tapes Mode Selection Reduced Speed Selecting the Postage Mode and Running the MailWhile your mailing system processes the mail, the screen Mode Selection Key in Postage WOW Weigh On-The-Way Select WOW Weigh on the Way Mode Selection Weigh First Piece Differential Weighing Select Weigh First PieceTo use differential weighing Select Differential Weighing Mode Selection Manual Weight Entry Select Manual Weight Entry Mode Selection Attached Scale Mode Selection Seal Only Mode Selection Time and Date Stamping Selecting an Account Selecting or Deselecting an AccountSelecting an Account Manually Selecting an Account by Name Deselecting an AccountSelecting an Account by Speed Code 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 DateMeter Stamp Options Advertisement Select Meter Stamp Options Select Meter Stamp Options, then select Text Entries Postage Calculation for Confirmation Services Discounts for Confirmation ServicesOverview Sending Your Records to Pitney Bowes Using Confirmation Services Before Printing Postage Adding Services or Making Changes Adding Confirmation Services After Printing Postage SV61436 Rev. D Press Existing Features Press Confirmation Services Installation/SetupConfirmation Services Setup Options Select Confirmation ServicesProcessing Electronic Return Receipt Select E-Ret Receipt Enter the Usps tracking barcode number Using ERR With a Customer Reference Number Processing ERR with a Customer Reference Number Select 1stCl Letter Off-Line Electronic Return Receipt ERRSelect Certified Select Offline eRR To add more postage ClearingBatch the Count To change the date Mailing System Setup Contents Mailing System Setup Overview Mailing System Set Up Setting the Display Language Adjusting Display Contrast Setting the Date and Time of Day Setting Up a Supervisor Password Setting Up a Lock CodeCreating a Supervisor Password Password Protecting an Operation Setting Up the Scale and Selecting Rates Scale/RatesClass if new Piece, Dest. if new Piece and Dest. if new Class options allow Select WOW Weight Limit Select WOW Start Key Select Carrier/Class Disp Select Class if new Piece Scale/Rates Autoclear Destination Value Scale/Rates Destination if New PieceScale/Rates ZIP/Zone Prompt Scale/Rates Add ZIPs to Zone Select BMC Intra ZIPSelect Add ZIPs to Zone Select Discount Code Scale/Rates Smart Classes Creating a Smart Class with an Auto Inscription To set the next weight break point, select Add Another Class Setting Up a Smart Class with an Auto Inscription Scale/Rates Auto Rate Large Envelope Modifying a Smart Class with an Auto InscriptionSelect View Detail Select Modify Auto Ad/Inscription Yes, Post as Flat Setting Up Postage By Phone Meter Payment System Select Dialing Prefix Select My Phone # Phone/Network Set Up Use LAN Firewall Settings Phone/Network Set Up Network Settings Configuring High/Low Funds Warning Configuring Low Ink WarningPhone/Network Set Up Remote PC Refill Setting the Low Funds Warning Value Standby Mode Least Power Usage Timeouts Display Sleep Energy StarSelect Basic Settings and then Timeouts Select System Sleep SV61436 Rev. D Defining Presets Timeouts Transaction Press the Custom Presets key Defining Normal Preset ValuesPress the screen key for Store Current Setting to Preset Defining Custom Preset Values Select Store Current Setting to Preset Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Specifications Sample Select Set Up, then select Text Entry Set Up Postal Rules and GuidanceCreating a Custom Message for the First Time Adding Additional Custom Messages Editing a Custom Message Deleting a Custom MessageSelect Meter Stamp Option, then select Text Entries Envelope Guidance Drop Shipment Endorsement Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage Postage By Phone Meter Payment System Your Postage Meter Usps Rekey Requirements Connection Alternatives Review Managing Your Postage Funds Checking Your Postage By Phone System Account Balance Connecting Your Control Center to a Remote Analog Line CheckingAvailable Funds in Your Postage Meter Adding Postage Pass Automated Postage RefillPostage meter, follow these steps Select Quick Refill, or Other Refill Amount Recommended Minimum Default $2000 $8000 $1000 $5000 Setting an Account Period Standard Accounting Standard Accounting Using Account Setup Procedures Overview of Accounting Before Using Setup Procedures CreatingAccountsSelect View Accounts Select Create Account/Sub Select Create Account/Sub Setting an Account Period EditingAccounts Select Edit Account DeletingAccounts Delete TurningReset Individual Accounts On or Off Funds TransferringSelect Transfer Entire Amount, or Standard Selecting an Accounting TypeAccuTrac Your Accounting System Features Account Structure Hierarchy Examples Engineering Standard Accounting Reports Introduction Viewing a Report Printing a Report Introduction Viewing a Report Printing a Report Single Account Report Report Print QueueScreen Display Printed Report Multi-Account Summary Report Internal Printer Version External Printer Version Last Five Refills Report Printed Report System Printer Confirmation Services Report System Printer RequiredPrinted Report Attached Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 Last Rates Downloaded Report Installed Pending Rates ReportView Download Log Report Reports Contents Items to Keep On Hand Maintaining and Updating Tape Maintenance Items to Keep On Hand Cleaning the ExteriorMaintaining and Updating Select Maintenance Select Load Tape Select Unload Tape Tape is still on roll Seal Sealing Solution Maintenance Moistener Maintenance Moistener brush button Moistener brush assembly Cleaning or Replacing the Wick Metal shield SV61436 Rev. D 14-18mm0.55-0.71 Printer Maintenance No, clean the print nozzle screen key. Go to step Select Maintenance Select Print Test PatternSelect Maintenance Replacing the Ink Cartridge Maintaining and Updating Changing the Printhead Printhead cover Proceed to Changing the Wiper Blade Assembly section Changing Wiper Blade Assembly Select Maintenance Select Replace Wiper Blade Assembly Performing Updates or Adding Features Maintaining and Updating Troubleshooting How to Troubleshoot your Mailing System Ink Waste Full Tray Warning Envelope Sealing Problems Description Possible Causes Solution Envelope Feeding Problems Select Sealer off To clear a jam in the WOW deck To clear a jam from the transport deck Tape Feeding Problems Printing Problems Refer to the Changing the Printhead Postage Refill Problems Display Problems Weighing Problems Scale To test the scale Supplies and Options Supplies and Options Confirmation Services LabelsComsumables You Can Order Specifications Specifications SpecificationsDimensions and Weight Electrical and Operating Conditions Capacities and Features DM500 DM550 Specifications Accounting Features Mailing Materials Maximum Minimum This page intentionally left blank Glossary Glossary PSD Device PSD Usps Glossary Index 10-5,10-6,10-7 Password Tape Page SV61436revd