The Product Substitution Report can be used to track
"down rent" product transactions that are made when a rental
product is not available for rent and a similar replacement product
usually of greater value is put on a Contract instead but the rental rates of the
lesser product are still charged to the customer.
This "down rent" transaction requires a Substitution Reason Code to be logged with any
associated notes when the substitution is reported in the Substitution Transaction window.
Report Results:
The report can be generated for a selected date range and can be
output to a report or exported to a spreadsheet.
The data that is tracked includes the type of document,
document#, Seq# of the product detail line on the document,
Customer# & Name, and Clerk code.
The Requested Product# and its Unit Rate (which also becomes the
unit rate for replacement product on the contract) are listed along
with the actual Rented Product#, its Standard Unit Rate, the
Substitution Reason Code, source Reservation# when applicable, and
any transaction Notes captured in document entry in the Substitution Notes window.
The current Status is reported where:
Note: Substitution detail lines are listed with a Sequence# of N/A on the report if the detail line was deleted from the contract but the substitution record was saved in history.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |