Hierarchal Reporting Structure, Engineering | Pitney Bowes DM550

7 • Accounting Setup

You can have all single top level accounts or you can mix both single and multi-layered accounts. The lowest level in the account structure is where charges are incurred. An account or subaccount, just like the subsubac- count is the chargeable account when it’s the last, or single, link in the structure. Piece count totals and funds used are transferred among ac- counts, subaccounts and subsubaccounts when they are chargeable ac- counts.

When you use an account to print postage, you are using the chargeable account in a link of accounts (e.g., Engineering/Industrial Design/Graph- ics and Layout) to draw from the meter’s postage funds obtained through Postage By Phone®.

When you view accounts or print reports you are being given information on funds used and pieces processed for each account in the hierarchal structure. For example, (Engineering) with totals for all its subaccounts and subsubaccounts. The subaccounts (e.g., Industrial Design) show to- tals for their subsubaccounts (e.g., Graphics and Layout and User Friendly Testing) and the subsubaccounts show their individual totals.

ACCOUNT

Total funds used and pieces processed for all accounts below.

Engineering

SUBACCOUNTS Total funds used and pieces pro- cessed for all ac- counts below.

Software

Testing

Software

Software Design

Industrial Design

Graphics Layout

User

Friendly

Testing

SUBSUBACCOUNTS

Individual account totals for funds used and pieces processed.

Hierarchal Reporting Structure

7-16	SV60890 Rev. G

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Pitney Bowes DM550, DM500 manual Hierarchal Reporting Structure, Engineering

Contents

DM500TMand DM550TM Page SV60890 Rev. G Alerting Messages FCC Compliance FCC Compliance of Modem Page Contents DM500 and DM550 Digital Mailing System Operating GuidePage Our Help Desk Pitney Bowes Contact Information ListPitney Bowes Web Sites Postage By Phone SystemPage Read This First Read This First What’s in This Guide Web Resources Our Help Desk DM500 and DM550 Digital Mailing System Operating GuideOther Information Publications On the System Scale User Guide What You Need to Know Usps Requirements Safety Requirements Read This First Safety Requirements OFF Meet the DM500 and DM550 Digital Mailing System Introducing Mailing System Features and BenefitsMeet the DM500 and DM550 Digital Mailing System Energy Star Rating Postage Meter Ability to Communicate with other Applications Accounting and Reports Standard Accounting and Reporting Business Manager Parts of the Mailing System Mailing System Exterior Mailing System The DM500 and DM550 System ExteriorRight Side View of the DM500 and DM550 System Connectors on the Back of the Mailing System Base Connectors on the Back of the IntelliLink Control Center DM500 and DM550 Digital Mailing System Operating Guide Mailing System Interior DM500 and DM550 Digital Mailing System Operating Guide IntelliLink Control Center IntelliLink Control Center Main Screen Mail In a Minute Mail In a Minute Mail in a MinutePreparing Your Mail Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Navigating Select ModeRunning Mail Hints Applying Postage Running Mail Then use this mode Determining the Correct Postage ModeChart a Printing on Mail Feeding Mail or Printing Tape? Mode Chart B Postage Tape ModeChart C Mail Modes with no Postage Determining the Correct Postage Preparing Your Mail About Running Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail While your mailing system processes the mail, the screen Mode Selection Key in Postage To use differential weighing Before using differential weighingDifferential Weighing Select Differential Weighing Select Manual Weight Entry Manual Weight EntryAttached Scale Print Permit Attached Scale AutoTapeSelect Attached Scale AutoTape Seal Only To select a Print Permit Select an Account Selecting or Deselecting an AccountDeselect an Account Selecting a Class, Carrier, or Special Service Selecting ZIP Codes Zones Select a Country Meter Stamp Options Selecting the Meter Stamp OptionsMeter Stamp Options Date Urgent Advertisement Inscription Print Position Multiple Tapes Discounts for Confirmation Services Using Electronic Confirmation ServicesOverview Postage Calculation for Confirmation Services Sending Your Records to Pitney Bowes Adding Services or Making Changes Overview Tracking Information on the Internet Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage Editing, Deleting or Sending Confirmation Services Records Adding Postage or Changing the Date To add more postage To change the date Clearing the Batch Count Mailing System Setup Navigating Hints Mailing System SetupSelect Option Overview Mailing System Setup DM500 and DM550Digital Mailing System Operating Guide Select Change Language Setting the Date and Time of Day To create a supervisor password Setting Up a Supervisor PasswordTo password protect an operation Setting Up a Lock Code Change Lock Code Scale/Rates Setup Setting Up the Scale and Selecting RatesScale/Rates Class if New Piece Diff Weigh Trip WeightAutoScale Select Class if new Piece Destination if New Class Destination if New PieceZIP/Zone Prompt Add ZIPs to Zone BMC Intra ZIPDiscount Code Phone/Network Set Up Setting Up Postage By Phone Meter Payment SystemConfirm Svc Barcode Prompt Dialing Prefix Phone/Network Set UpPBP Account # PB Phone # Dialing Type Secondary PB #My Phone # Select My Phone # Modem Type Modem String Network Settings Configuring High/Low Funds Warnings Configuring Low Ink Warning Timeouts Configuring System TimeoutsTimeouts Display Sleep Normal Preset TimerTimeout Feeding Env TimerWaiting for Transaction Press the Custom Presets key Defining PresetsHow to Define Normal Preset Values Press the screen key for Store Current Setting to Preset How to Store Advance Date in a Custom Preset How to Define Custom Preset ValuesSelect Store Current Setting to Preset Defining PresetsExample How to Edit Custom Preset Values How to View, Rename, or Delete Presets Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type If your accounting Barcode Select System is Contains Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage Your Postage Meter Usps Rekey Requirements Adding PostagePostage By Phone If you need assistance with Postage By Phone System Managing Your Postage Funds Connecting Your Postage Meter Local Analog Phone Line Connecting Your Postage Meter to an Analog Phone LineWhich connector do I use? Connecting Your Postage Meter to an Analog Phone Line Connecting Your Mailing System Remote Analog Phone Line Adding Postage DM500 and DM550 Digital Mailing System Operating Guide Adding Postage Select Quick Refill, or Other Refill Amount Standard Accounting Setup Contents Navigating Hints Set Up Accounts Accounting SetupSelect Account Overview of Accounting Using Account Setup Procedures Before Using Setup Procedures Subaccounts ViewingAccounts or Creating Accounting Messages Editing Accounts Select Edit Account Turning Standard Accounting On or Off Setting an Account PeriodSelect Accounting Period Deleting Accounts and Subaccounts Turning Account Password Protection On or OffEngineering Software Industrial Design Turning Reset Individual Accounts On or Off Resetting Clearing all Accounts Transferring Funds Setting the Station ID Selecting an Accounting Type Your Accounting System Features Example Account Engineering Subsubaccount User Friendly TestingAccount Structure Hierarchy Subsubaccount Graphics and Layout Hierarchal Reporting Structure Engineering Reports Single Account Report Reports How To View a ReportHow to Print a Report Introduction Screen Display ReportsSingle Account Report Printed Report Printed Report Multi-Account SummaryScreen Display Internal printer version External Printer Version Account Summary Last 5 Refills Report Last 5 Refills Report Printed Report System Printer Confirmation Services Report System PrinterConfirmation Services Report Printed Report Attached Printer External Printer Required Permit Mail ReportAccount List Report Permit Mail Report Funds Report Funds Report System Setup Report Error Report Error Report Job Report Job Report Last Rates Downloaded Installed/Pending RatesData Capture Report View Download LogPage Maintaining and Updating Maintaining and Updating Cleaning the ExteriorItems to Keep On Hand DM500and DM550 Digital Mailing System Operating Guide Tape MaintenanceTape is still on roll Tape still on Roll Tape has run out Seal Sealing Solution Maintenance Moistener Maintenance Cleaning or Replacing the Moistener Brush Stripper Finger Cleaning or Replacing the Wick DM500and DM550 Digital Mailing System Operating Guide 14 18 mm 0.55 0.71 DM500and DM550 Digital Mailing System Operating Guide Stripper Finger Flap Select Maintenance Select Print Test Pattern Printer MaintenancePrinting a Test Pattern Cleaning the Printer Nozzle Select Maintenance Replacing the Ink Cartridge Ink Cartridge Lid Replacing the Ink Cartridge Changing the Printhead Grasp the printhead cover and pull up as shown here Locate the stand-off on top of the printhead shown here Changing Printhead Changing Wiper Blade Assembly Select Maintenance Select Replace Wiper Blade Assembly Perform Software Updates Performing Updates or Adding FeaturesTurn on New Features Select Updates and Add-Ons Feature Code Phone Download Troubleshooting Troubleshooting How to Troubleshoot your DM Series Digital Mailing System SV60890 Rev. G 10-3 To clear a jam in the feed deck Figure below To clear a jam in the transport deck Printing Problems Tape Feeding Problems Description Possible Causes SolutionPress Tape to feed tape screen key Printing Problems Description Possible Causes Solution As described in Cleaning the Printer Nozzle Display Problems Refer to the Pitney Bowes Contact Informa Weighing Problems Description Possible Causes Solution Zero Scale To test the scale Supplies and Options Consumables You Can Order Supplies and OptionsOrdering Supplies Ordering a Pitney Bowes Supply Catalog Confirmation Services Moistener Kit Wiper Blade Printhead Kits Accessories You Can Order Advertisements and Inscriptions Usps Supplies Ordering Permits for Your Mailing SystemPage Glossary Glossary DM500 and DM550 Digital Mailing System Operating Guide Glossary DM500 and DM550 Digital Mailing System Operating Guide Glossary Usps Page Appendix B Operator Training Checklist Learning About Your System Operator Training ChecklistLearning About Refer to Chapter and Section Done How to do the following Refer to Chapter and Section Done Basic Operations Password Advanced Operations If You Need To Change Your System Setup Configuring System What You Need to Maintain Your System If You Have Problems with Your System Specifications Specifications Specifications Capacities DM500 DGF1 1, DEP0 DM550 DHF1 1, DEP0 Features Accounting DM500 DGF1 1, DEP0 DM550 DHF1 1, DEP0 Features Mailing Materials Minimum Envelope DimensionsMaximum Page Index Index DM500 and DM550 Digital Mailing System Operating Guide Index DM500 and DM550 Digital Mailing System Operating Guide Index