Performance Questions By Document Utility
Utilities Menu -> Counter ->
Performance Questions By Document
This utility can be used to update the responses to key
performance indicators on specific contracts and rentals, as
defined in the Performance Questions.
It can be accessed from the Utilities menu for
Counter operations.
Generally the Performance Questions are answered in
document entry, but this utility can be used to view and change
responses without accessing the document itself.
The prompts are:
-
- DOCUMENT TYPE
- Select one of the document types:
- Click Contract to access the Performance Questions for
an existing Contract.
- Click Invoice to access the Performance Questions for a
Miscellaneous Invoice or Sales Order Invoice.
Note: Performance Questions do not apply to Quotes,
Reservations, Rental Return Invoices, Point Of Sale Invoices, Work
Orders, or Work Orders Invoices.
DOCUMENT#
- Enter the document number or selected it from the corresponding
Contract Search or Invoice Search window.
The customer name is displayed.
Performance Question Details:
- The Performance Questions with the Response information
is displayed and can be updated as outlined in Performance Questions By Document.
ACTIONS:
Additional actions provided by buttons on
the Performance Questions By Document Utility screen
include:
- Report on Document Performance:
Click the REPORT button to generate a report on
Performance Question results using date, document, and customer
filters, as outlined in Performance Question
Report.
Topic Keyword: RSPQM03 (4005)