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Pitney Bowes DM500, DM550 manual Reports, Multi-Account Summary, USPS Confirmation Services Report

Models: DM500 DM550

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SV60890 Rev. G

8Reports

Contents
Introduction	8-2
Printing a Report	8-2
Single Account Report	8-3
Multi-Account Summary	8-4
Last 5 Refills Report	8-6
USPS Confirmation Services Report	8-7
Permit Mail Report	8-8
Account List Report	8-8
Funds Report	8-9
System Setup Report	8-10
Error Report	8-11
Job Report	8-12
Data Capture Short Report	8-13

8-1

Page 119

Image 119

Pitney Bowes DM500, DM550 manual Reports, Multi-Account Summary, USPS Confirmation Services Report, Permit Mail Report

Contents

US English Version Digital Mailing SystemDM500TMand DM550TM Operator GuidePage SV60890 Rev. G 2005 Pitney Bowes Inc FCC Compliance Alerting MessagesFCC Compliance of Modem Page DM500 and DM550 Digital Mailing System Operating Guide ContentsPage Postage By Phone System Pitney Bowes Contact Information ListPitney Bowes Web Sites Our Help DeskPage 1 Read This First What’s in This Guide 1 Read This FirstScale User Guide DM500 and DM550 Digital Mailing System Operating GuideOther Information Publications On the System Web Resources Our Help Desk1 Read This First What You Need to KnowUSPS Requirements DM500 and DM550 Digital Mailing System Operating Guide Safety Requirementscontinued Safety Requirements1 Read This First DM500 and DM550 Digital Mailing System Operating Guide SafetyRequirements 1 Read This First Important Information About Powering YourDM Series Digital Mailing System Off NO NO NO YESMailing System Exterior 2 Meet the DM500 and DM550 Digital Mailing SystemFeatures and Benefits Parts of the Mailing SystemEnergy Star Rating Postage Meter Features and Benefits2 Meet the DM500 and DM550 Digital Mailing System Introducing the Mailing SystemDM500 and DM550 Digital Mailing System Operating Guide Easy-To-Use IntelliLink Control Center Variety of CommunicationsOptions Ability to Communicate with other ApplicationsBudget Manager Accounting and ReportsStandard Accounting and Reporting Advertisements and Inscriptions Optional PermitsDM500 and DM550 Digital Mailing System Operating Guide Parts of the Mailing SystemMailing System Exterior 2 Meet the DM500 and DM550 Digital Mailing System ExteriorMailing System The DM500 and DM550 System Right Side View of the DM500 and DM550 SystemMailing System Exterior Connectors on the Back of the Mailing System BaseDM500 and DM550 Digital Mailing System Operating Guide Mailing System Exterior Connectors on the Back of the IntelliLink Control Center2 Meet the DM500 and DM550 Digital Mailing System DM500 and DM550 Digital Mailing System Operating Guide Connecting the IntelliLink Control Center to a Remote Phone Line2 Meet the DM500 and DM550 Digital Mailing System The Mailing System InteriorPrinthead - This produces the meter stamp DM500 and DM550 Digital Mailing System Operating GuideThe Mailing System Interior Ink Cartridge - This contains the ink used to create the meter stamp2 Meet the DM500 and DM550 Digital Mailing System The IntelliLink Control CenterDM500 and DM550 Digital Mailing System Operating Guide The IntelliLinkControl Center First Class Presorted The Main Screen2 Meet the DM500 and DM550 Digital Mailing System Preparing Your Mail 3 Mail In A MinuteContents Mail In A MinutePreparing Your Mail 3 Mail in a MinuteMail In A Minute DM500 and DM550 Digital Mailing System Operating Guide Running the Mail2. Select Key In Postage 3 Mail in a Minute Printing Postage TapesDetermining the Correct Postage Mode 4 Running MailNavigating Hints Select Mode 4 Running MailNavigating HintsDM500 and DM550 Digital Mailing System Operating Guide Applying Postage and Running MailFollow the other procedures listed here as needed 4 Running Mail Chart A - Printing on Mail1 Determining the Correct Postage Mode Feeding Mail or Printing Tape?1 Determining the Correct Postage Chart B - Postage Tape ModeChart C - Mail Modes with NO Postage Mode4 Running Mail 2 Preparing Your MailAbout Running Mail About Running Mail About Printing Postage TapesDM500 and DM550 Digital Mailing System Operating Guide Select Mode 3 Selecting the Postage Mode and Running the MailWhile your mailing system processes the mail, the screen 4 Running Mail2. Select Key In Postage Mode SelectionKey in Postage DM500 and DM550 Digital Mailing System Operating Guide4. Select Differential Weighing Before using differential weighingDifferential Weighing To use differential weighingDM500 and DM550 Digital Mailing System Operating Guide Manual Weight Entry2. Select Manual Weight Entry Attached Scale4 Running Mail Attached Scale - AutoTapePrint Permit 3. Select Attached Scale - AutoTapeMode Selection Seal OnlyTo select a Print Permit DM500 and DM550 Digital Mailing System Operating Guide4 Running Mail 4 Selecting or Deselecting an AccountSelect an Account Deselect an AccountDM500 and DM550 Digital Mailing System Operating Guide 5 Selecting a Class, Carrier, or Special Service4 Running Mail Selecting ZIP Codes and Zones Select a CountryDate 6 Selecting the Meter Stamp OptionsMeter Stamp Options Meter Stamp OptionsMeter Stamp Options AdvertisementURGENT 4 Running Mail2. Select Meter Stamp Options InscriptionDM500 and DM550 Digital Mailing System Operating Guide Meter Stamp OptionsMeter Stamp Options Print PositionMultiple Tapes 4 Running MailOverview 7 Using Electronic Confirmation ServicesPostage Calculation for Confirmation Services Discounts for Confirmation Services4 Running Mail Adding Services or Making ChangesTracking Information on the Internet After 24 hours you can track your mail on the internet using yourDM500 and DM550 Digital Mailing System Operating Guide Using Confirmation Services Before Printing Postage4 Running Mail Adding Confirmation Services After Printing PostageDM500 and DM550 Digital Mailing System Operating Guide Editing, Deleting or Sending Confirmation Services Records4 Running Mail 8 Adding Postage or Changing the DateTo add more postage JULY 03,2002 To change the dateDM500 and DM550 Digital Mailing System Operating Guide 4 Running Mail 9 Clearing the Batch Count5 Mailing System Setup Select Option 5 Mailing System SetupNavigating Hints DM500 and DM550Digital Mailing System Operating Guide Overview of Mailing System Setup5 Mailing System Setup 1 Setting the Display Language2 Adjusting Display Contrast and Volume Control 3. Select Change LanguageDM500 and DM550Digital Mailing System Operating Guide 3 Setting the Date and Time of DayCurrent Time Date will Advance After Daylight Saving 5 Mailing System Setup 4 Setting Up a Supervisor PasswordTo create a supervisor password To password protect an operationDM500 and DM550Digital Mailing System Operating Guide 5 Setting Up a Lock Codeb. Change Lock Code 5 Mailing System Setup 6 Setting Up the Scale and Selecting RatesScale/Rates Setup Scale/Rates2. Select Class if new Piece Diff Weigh Trip WeightAutoScale Class if New Piece2. Select Dest. if new Piece Destination if New PieceDestination if New Class ZIP/Zone Prompt2. Select BMC Intra ZIP BMC Intra ZIPAdd ZIPs to Zone Discount Code5 Mailing System Setup 7 Setting Up Postage By Phone Meter Payment SystemPhone/Network Set Up Confirm Svc Barcode PromptPB Phone # Phone/Network Set UpPBP Account # Dialing Prefix2. Select Secondary PB #. This number is supplied by your Pitney Secondary PB #My Phone # Dialing TypePhone/Network Set Up Modem TypeModem String Phone/Network Set UpPhone/Network Set Up Network Settings5 Mailing System Setup Setting the High Value Warning for Key In Postage 8 Configuring High/Low Funds Warnings9 Configuring Low Ink Warning Setting the Low Funds Warning Value2. Select Basic Settings and then Timeouts 3. Select Display Sleep 10 Configuring System TimeoutsTimeouts TimeoutsSelect Normal Preset Timer Preset TimerTimeout Select Basic Settings and then TimeoutsWaiting for TimerSelect Basic Settings and then Timeouts Select Transaction Timer5. Press the screen key for Store Current Setting to Preset 11 Defining PresetsHow to Define Normal Preset Values 2. Press the Custom Presets key4. Select Store Current Setting to Preset Defining PresetsHow to Define Custom Preset Values How to Store Advance Date in a Custom PresetDM500 and DM550Digital Mailing System Operating Guide PresetsDefining Example1. Press the Custom Presets key How to Edit Custom Preset ValuesHow to View, Rename, or Delete Presets 4. Press the screen key for Store Current Setting to PresetDM500 and DM550Digital Mailing System Operating Guide 12 Taking the Meter Out of Service 13 Adding an Optional Printer2. Select Take Meter Out of Service 3. Select Transfer Funds from Meter5 Mailing System Setup 14 Configuring the Optional Barcode ScannerDM500 and DM550Digital Mailing System Operating Guide Setting the Default Scan Type5 Mailing System Setup Adding Barcode PrefixesDM500 and DM550Digital Mailing System Operating Guide Combining Barcodes5 Mailing System Setup Setting Auto-EnterManaging Your Postage Funds 6 Adding PostageIf you need assistance with Postage By Phone System 6 Adding PostagePostage By Phone Your Postage Meter USPS Rekey RequirementsDM500 and DM550 Digital Mailing System Operating Guide Managing Your Postage Funds6 Adding Postage 1 Connecting Your Postage Meter to an Analog Phone LineConnecting Your Postage Meter - Local Analog Phone Line Which connector do I use?DM500 and DM550 Digital Mailing System Operating Guide Connecting Your Postage Meter to an Analog Phone LineConnecting Your Mailing System - Remote Analog Phone Line 6 Adding Postage Connecting Your Postage Meter to an Analog Phone Line2 Checking Available Funds in Your Postage Meter DM500 and DM550 Digital Mailing System Operating Guide 3 Checking Your Postage By Phone Meter Payment System Account BalancePress Start to Print an Envelope Don’t Print Receipt 4 Adding Postage2. Select Quick Refill, or Other Refill Amount Press Tape to Print Tape7 Standard Accounting Setup Select Account 7 Accounting SetupSet Up Accounts DM500 and DM550 Digital Mailing System Operating Guide Overview of Accounting7 Accounting Setup Using the Account Setup ProceduresBefore Using the Setup Procedures Creating ViewingAccounts or Subaccounts7 Accounting Setup 2 CreatingAccounts and Accounting MessagesDM500 and DM550 Digital Mailing System Operating Guide 3 Editing Accounts3. Select Edit Account MM DD YYYY 4 Setting an Account Period5 Turning Standard Accounting On or Off 3. Select Accounting PeriodDM500 and DM550 Digital Mailing System Operating Guide 7 Turning Account Password Protection On or Off6 Deleting Accounts and Subaccounts 7 Accounting Setup 9 Turning Reset Individual Accounts On or Off8 Resetting Clearing all Accounts Software 10 TransferringFunds Software, Industrial Design and Prototypes7 Accounting Setup 11 Setting the Station IDDM500 and DM550 Digital Mailing System Operating Guide 12 Selecting an Accounting Type7 Accounting Setup Your Accounting System FeaturesSubsubaccount - Graphics and Layout Subsubaccount - User Friendly TestingAccount Structure and Hierarchy EXAMPLE Account - EngineeringEngineering Hierarchal Reporting Structure7 Accounting Setup Permit Mail Report 8 ReportsUSPS Confirmation Services Report Multi-Account SummaryIntroduction How To View a ReportHow to Print a Report 8 ReportsPrinted Report ReportsSingle Account Report Screen DisplayInternal printer version Multi-Account SummaryScreen Display Printed ReportScreen Display External Printer VersionDM500 and DM550 Digital Mailing System Operating Guide Multi-Account SummaryPrinted Report Last 5 Refills Report8 Reports Screen DisplayDM500 and DM550 Digital Mailing System Operating Guide Confirmation Services Report System PrinterPrinted Report System Printer Printed Report Attached Printer8 Reports Permit Mail ReportAccount List Report External Printer RequiredPrinted Report Funds ReportDM500 and DM550 Digital Mailing System Operating Guide Screen Display8 Reports System Setup ReportScreen Display Error ReportError Report DM500 and DM550 Digital Mailing System Operating GuidePrinted Report Job Report8 Reports Screen DisplayView Download Log Installed/Pending RatesData Capture Report Last Rates DownloadedPage Items to Keep On Hand 9 Maintaining and UpdatingCleaning the Exterior E-Z Seal Sealing Solution MaintenanceItems to Keep On Hand Cleaning the Exterior9 Maintaining and Updating Tape is still on roll Tape MaintenanceDM500and DM550 Digital Mailing System Operating Guide 9 Maintaining and Updating Tape still on RollTape has run out DM500and DM550 Digital Mailing System Operating Guide E-Z Seal Sealing Solution Maintenance9 Maintaining and Updating Moistener MaintenanceCleaning or Replacing the Moistener Brush Moistener AssemblyDM500and DM550 Digital Mailing System Operating Guide 9 Maintaining and Updating Cleaning or Replacing the WickDM500and DM550 Digital Mailing System Operating Guide Cleaning or Replacing the WickClean the wick by holding it un- der running water 9 Maintaining and Updating Cleaning or Replacing the WickThe solution level should be Hold it in this position for ap- proximately 20 seconds Cleaning or Replacing the WickDM500and DM550 Digital Mailing System Operating Guide 17. Close the feed cover 9 Maintaining and UpdatingDM500and DM550 Digital Mailing System Operating Guide Printer Maintenance2. Select Maintenance 3. Select Print Test Pattern Printing a Test PatternPrinting a Test Pattern Cleaning the Printer Nozzle2. Select Maintenance 9 Maintaining and UpdatingDM500and DM550 Digital Mailing System Operating Guide Replacing the Ink Cartridge3. Remove the old ink cartridge by lifting it straight up 9 Maintaining and UpdatingTo replace the ink cartridge 1. Lift up the main cover and locate the ink cartridge lid6. Close the main cover Replacing the Ink CartridgeDM500and DM550 Digital Mailing System Operating Guide 4. Insert the new ink cartridge with the grooved side facing you9 Maintaining and Updating Changing the Printhead2. Select Maintenance CAUTION Do NOT attempt to clean the printhead6. Push the printhead tab to the left as shown here assembly forward as shown here. This exposes the printhead coverDM500and DM550 Digital Mailing System Operating Guide Changing the Printhead9. Locate the stand-off on top of the printhead shown here 9 Maintaining and UpdatingChanging the Printhead DM500and DM550 Digital Mailing System Operating Guide Changing thePrinthead 9 Maintaining and Updating Changing the Wiper Blade Assembly2. Select Maintenance 3. Select Replace Wiper Blade Assembly 3. Select Updates and Add-Ons Performing Updates or Adding FeaturesTurn on New Features Perform Software Updates9 Maintaining and Updating b. Feature Codec. Phone Download Performing Updates or Adding Features10 Troubleshooting How to Troubleshoot your DM Series Digital Mailing System 10 TroubleshootingMore than one envelope DM500 and DM550 Digital Mailing System Operating GuideDescription 10 TroubleshootingEnvelope Feeding Problems Solutioning a Test Pattern in Chapter 9 in this DM500 and DM550 Digital Mailing System Operating GuideTape jamming in the 10 TroubleshootingRefer to Changing the Printhead and Chang as described in Cleaning the Printer Nozzleing the Wiper Blade Assembly sections in DM500 and DM550 Digital Mailing System Operating GuideDisplay Problems 10 TroubleshootingProblems Adding Postage to Your Postage Meter SolutionDM500 and DM550 Digital Mailing System Operating Guide Weight on internal scaleDescription 10 TroubleshootingWeighing Problems Solution11 Supplies and Options Consumables You Can Order Sealing Solution11 Supplies and Options Ordering SuppliesDM500 and DM550 Digital Mailing System Operating Guide ServicesMoistener Kit Wiper Blade and Printhead Kits USPS Confirmation 11 Supplies and Options Accessories You Can OrderURGENT Advertisements and InscriptionsDM500 and DM550 Digital Mailing System Operating Guide USPS SuppliesOrdering Permits for Your Mailing System Page SV60890 Rev. G A GlossaryA Glossary DM500 and DM550 Digital Mailing System Operating Guide A Glossary DM500 and DM550 Digital Mailing System Operating Guide A Glossary Test Pattern DM500 and DM550 Digital Mailing System Operating GuidePage Appendix B - Operator Training Checklist Learning About Your System B Operator Training ChecklistDM500 and DM550 Digital Mailing System Operating Guide Basic OperationsB Operator Training Checklist Advanced OperationsDM500 and DM550 Digital Mailing System Operating Guide If You Need To Change Your System SetupB Operator Training Checklist If You Need To Change Your System Setup continuedDM500 and DM550 Digital Mailing System Operating Guide What You Need to Maintain Your SystemB Operator Training Checklist If You Have Problems with Your SystemContents C SpecificationsSpecifications Envelope DimensionsSpecifications C SpecificationsSealing Method DM500 and DM550 Digital Mailing System Operating GuideSpecifications Mailing MaterialsC Specifications DM500 and DM550 Digital Mailing System Operating Guide Envelope DimensionsMinimum MaximumPage SV60890 Rev. G IndexIndex DM500 and DM550 Digital Mailing System Operating Guide Index DM500 and DM550 Digital Mailing System Operating Guide Index