If you're creating an install notice, you'll also need to select which forms will tell the report where and how to print the information on the install notice forms. These forms need to be set up in Organization > Forms before you attempt to use this report. The Form Type default will select the Install Notice form. What this means is that any changes that you want to appear on the install notice need to be saved to the Install Notice form in Organization > Forms.

Tip! You can change the default Assembly Install Notice forms using Organization > Notification Cycles. For Install Notices or Testing Notices, selecting the option to Include in shutoff notices will make that notice a shutoff notice.

Do you want to use the default install notice?

• Use the default install notice. This option is already selected.

• Select a different install notice. Use Organization > Notification Cycles to look up the install notice. On the notice that is set up to send an install notice, change the Form field to select a different Install form.

You can print a USPS (United States Postal Service) Intelligent Mail Barcode on the form. The options for the Intelligent Mail Barcode are usually located on the Forms tab of a report. You may need to contact the USPS to set up an Intelligent Mail Barcode for your organization.

An Intelligent Mail Barcode allows you to track mail from the time it is sent to the time it is received at its intended destination.

Click this link to view more about the Intelligent Mail Barcode.

The mailing date is the date the statement will be sent. If you will be creating notification history, then the report will (1) use the Mailing Date as the Sent Date and (2) use the Due Date as the Due Date.

Do you want to use the current date as the mailing date?

• Yes, I want to use the current date as the mailing date. The current date is the default mailing date. Continue to the next step.

• No, I want to use a different date as the mailing date. On the Additional Report Options tab, select a different MM/DD/YYYY from the Mailing Date drop-down list, or click Advanced Options. 

Do you want to use the month end as the due date?

• Yes, I want to use the month end as the due date. Continue to the next step.

• No, I want to use a different date as the due date. On the Additional Report Options tab, use the drop-down list to choose the next month-end date as the due date. You can also click Advanced Options to change variable the system is using to set the due date. Or, if you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

Do you want to use the following month end as the shutoff date?

• Yes, I want to use the following month end as the due date. Continue to the next step.

• No, I want to use a different date as the shutoff date. Click Advanced Options to change variable the system is using to set the due date. If you would like to select a different day, because the due date falls on a weekend for example, select the Calendar Date option. Then, you can click the Calendar button to choose a different date.

If you are sending an install notice, you need to complete this section. A notification is the install or testing notice that is sent to the customer. For example, if the testing notice is included in the notification as the third notice, then the notification that will be sent by this report is the 3rd Notice.

Are you sending install notifications?

• I am sending all notices for install notifications. Select the option to Include All Notifications.

• I am sending notices for the selected testing notifications. Clear the option to Include All Notifications. Then, click Select. Use the Selection form to add notifications to the Selected Notifications list. Click OK to continue.

You can set up the report options to print up to three copies of the install notice. The first copy is for the person or organization that is responsible for the account. The second and third copies, if needed, can be sent to other interested parties that may need to be aware of the install notice if the primary account holder fails to remedy the situation.

Where do you want to send the notice? This is the notice for the customer's account.

• I want to send the notice to the customer's mailing address. On the Additional Report Options tab, click Use Customer Mailing Address.

• I want to send the notice to the cosigner's mailing address. On the Additional Report Options tab, click Substitute Cosigner Mailing Address for Customer Address.

• I want to send the notice to the landlord's mailing address. On the Additional Report Options tab, click Substitute Landlord Mailing Address for Customer Address.

Do you want to send a copy of the notice to cosigner or landlord? This option allows you to send a copy of the notice to the cosigner/landlord.

• I want to send a copy to the cosigner. On the Additional Report Options tab, select the Print Copy for Cosigners with Cosigner Name/Address checkbox.

• I want to send a copy to the landlord. On the Additional Report Options tab, select the Print Copy for Landlords with Landlord Name/Address checkbox.

This option allows you to print a duplicate notice when the service address is not the same as the assembly location.

Is the assembly located at the service address?

• Yes, the assembly is located the service address. Clear the option to Print a Duplicate Notice for the Service Address.

• No, the assembly is NOT located at the service address. Click to select Print a Duplicate Notice for the Service Address. 

When an assembly is installed at a location with multiple units, use this option to print a notice for each unit. The number of units is stored in the Number of Units field in Customers > Modify Existing Locations.

In addition to the original notice, do you want to print a notice for each unit?

• Yes, print an additional notice for each unit. Click to select Print a Duplicate Notice for Each Unit checkbox.

• No, the original notice is enough. Clear the Print a Duplicate Notice for Each Unit checkbox.

This option will record that an assembly install notice has been sent to the customer. You can use Customer Inquiry or Assembly Inquiry to view a customer's notification history.

Do you want to update the customer's notification history?

• Yes, I want to record the notice in the customer's account. Usually, this option is selected. Select the Update Customer's Notification History checkbox.

• No, I want to print a notice without recording it in the customer's account. Use this option when a notice needs to be reprinted. Deselect the Update Customer's Notification History checkbox.

 Which notification cycle will you include?

• I want to print the list/notices for all notification cycles. Select ALL from the Notification Cycle drop-down list.

• I want to print the list/notices for a single notification cycle. Use the Notification Cycle drop-down list to select a cycle name.