Select a form type.
- Select Federal to select from a list of federal forms in the Form Name lookup window.
- Select State to select from a list of state forms in the Form Name lookup window.
- Select Existing Reports to print reports and forms that were previously printed or filed.
Select the applicable state code. This field is available only if State is selected in the Form Type field.
Click the Lookup button and select the form. If Federal is selected in the Form Type field, this field displays all federal forms. If State is selected, all forms applicable to the state are listed.
Enter the ending date for the pay period; click the Calendar button to select a date from the calendar. The default date is the Payroll Accounting date, but it can be changed.
Enter your company's name. The default entry is the company name entered in Company Maintenance, but it can be changed.
Enter your company's street address. The default entry is the street address entered in Company Maintenance, but it can be changed.
Enter the city for your company's address. The default entry is the city entered in Company Maintenance, but it can be changed.
Enter the state for your company's address. The default entry is the state entered in Company Maintenance, but it can be changed.
Enter the ZIP Code for your company's address. The default entry is the ZIP Code entered in Company Maintenance, but it can be changed.
Enter your company's federal identification number. The default entry is the federal identification number entered in Company Maintenance, but it can be changed.
Enter your company's telephone number starting with the area code. The default entry is the telephone number entered in Company Maintenance, but it can be changed.
Enter your company's fax number starting with the area code. The default entry is the fax number entered in Company Maintenance, but it can be changed.
Enter your company's trade name if it is different from the company name. This field defaults to the trade name entered in Company Maintenance.
Note A trade name is a name that is used to identify a product or service. Also known as business name or brand name. In general, the trade name is the name under which your company does its business.
Operand
Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.
The following operands are available:
Operand
Operand Function
All Selects all information for the Select Field. Begins with Selects only the information for the Select Field that begins with the value entered in the Value field. Ends with Selects only the information for the Select Field that ends with the value entered in the Value field. Contains Selects only the information for the Select Field that contains the value entered in the Value field. Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field. Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field. Range
When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.
Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.Equal to
Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to
Selects only the information for the Select Field that is not equal to the value entered in the Value field.
Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.
You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.
Note When alternate separators are used, the value list must end with the alternate separator character.
The alternate separators include the following:
~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.
Value
Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.
For customer number, vendor number, and item code select fields, you can start typing a customer name, vendor name, or item description to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list.
You can enter single or multiple values as follows:
Operand
Value
All Selects all information for the Select Field. Begins with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains
Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than Only single values are allowed. Greater than Only single values are allowed. Range Both Value fields are used to define a range. Only single values are allowed at each Value field. Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed. Not Equal to
Multiple values are separated by a comma or alternate separator. An AND condition is assumed.
Note If you enter a value that contains a comma (for example, if a vendor number is
01-SAGE,WEST ), then you must enclose the value with an alternate separator (for example,%01-SAGE,WEST% ). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").
