Cylinder Transaction Inquiry
Counter Menu -> Cylinder
Transactions -> Cylinder Transaction Inquiry
This utility can be used to list the open and closed cylinder
transactions on a contract as entered in Cylinder Entry and to view the billing calculation
that would apply for that container rental on the next cycle
billing, as outlined in View Next Billing
Average.
The prompts include:
-
- DIVISION
- Enter the division or select it from the drop-down list
provided.
LOCATION
- Enter the location or select it from the drop-down list
provided.
CUSTOMER #
- Enter the customer number, or select it from the Accounting Customer Search window.
CONTRACT #
- Enter the contract number.
If a single contract exists that matches the division, customer
and site, the contract number will display.
If your firm allows multiple cylinder contracts per site, and more
than one contract exists the View Cylinder
Contracts search window is provided to view and select from
those existing contracts.
SITE#
- The corresponding site number is displayed.
FROM DATE
- Accept the default starting date, or enter a preferred starting
date to list the resulting cylinder transactions.
Contract Container Transaction Details:
The cylinder transactions are listed by Product # then by
date so that the running Balance column flows logically.
The columns include:
-
- SEQ
- The sequence number tracks the product records in this
table.
DEL #
- The delivery number on this contract is displayed.
Each delivery number can have multiple products that are
delivered.
DEL DATE
- For open pending orders this date reflects the expected
delivery date as of the Del Date of the New
transaction.
For completed orders this date reflects the actual delivery date as
of the Del Date in the expanded record of the Close
transaction.
PRODUCT #
- The container product number on the contract is displayed.
The description of the container can be viewed in the View Next Billing Average window on the AVG
field if required.
DELIVER
- The cylinder quantity that the driver is expected to deliver is
displayed for open transactions, or the confirmed delivered count
is displayed for completed transactions.
PICKUP
- The cylinder quantity that the driver is expected to pickup is
displayed for open transactions, or the confirmed picked up count
is displayed for completed transactions.
BALANCE
- This balance reflects the running balance quantity of this
container as it goes out and is returned on this contract.
The cylinder transactions are listed in Product # sequence
so that this Balance column flows logically.
Note: If your firm allows multiple cylinder contracts per site,
any cylinders out on other contracts are not included in this
balance, even if they are at the same site.
PO #
- The Purchase Order for this transaction is displayed.
A contract can have multiple transactions, each with a different
P.O., but it is the latest Purchase Order number entered that is
reflected on the contract.
MANUAL PICKUP #
- Any Manual Pickup Ticket number entered when the transaction
was confirmed with the Close action is displayed.
This Manual Pickup Ticket number prints in the comments on the
customer's invoice.
AVG
- A window is provided in this field to explain how the average
number of cylinders out on the contract, are calculated and how
they will be billed on the next billing run, as outlined in
View Next Billing Average.
Expanded Detail
- Click the EXP/CON button to view the delivery
time, transaction open/closed state, date rental containers were
billed, rental invoice number from cylinder cycle billing, and
cylinder transaction number.
Finished?
- Click ACCEPT or CANCEL to exit.
ACTIONS:
Additional actions provided by buttons on the Cylinder
Inquiry screen include:
- Print a List of Transactions from the Contract:
Click the REPORT button to generate the a list of the
cylinder deliveries for this contract, in product number sequence,
with the date, deliver and pickup quantities, and cylinder
transaction number.
The option is provided to output the information to a report or to
a spreadsheet.
-
View additional Transaction information:
Click the EXP/CON button to expand the transaction
detail records to view the open/closed flag, date billed if any,
invoice number if any, and cylinder transaction number.
-
Drill down to Contract/Invoice details:
Click the DETAILS button to access the View Document Information for this contract.
Topic Keyword: RSCY08 (4054)