This report is a “generic” Order Approving Proposed Distribution, which many Panel Trustee offices have found useful to include with their Proposed Distribution. It can also be used as a template or guide for generating your own forms. Generate it for one or all cases, in numeric or alphabetical case order.
Accessing the Report
From the Trustee Suite Main Menu toolbar, select ‘Reports’, click on the ‘Claims’ tab and select Order Approving Prop. Distrib.’ from the Print Reports screen to invoke the Order Approving Proposed Distribution screen (shown below).
Generating the Report
From the Order Approving Proposed Distribution screen, populate the following fields:
- Trustee: Select the Trustee number or ‘-All-‘.
- Case: Select the Case number via the drop-down box.
- Sort by: Select either ‘Case No.’ or ‘Case Name’ via the radio buttons.
Printing the Report
From the Order Approving Proposed Distribution screen, select from the following options:
- Preview: Selecting this button enables you to view before printing.
- Print: Selecting this button sends the report to the default printer.
- To PDF: This button prints the report to PDF and saves a copy to Document Management.
- Cancel: This button undoes any changes and cancels the print job.
- Save Defaults: This button sets the current field selections as the default each time this report is accessed.