Detailed Open Contract Report
Counter Menu -> Reports ->
Contract Reports -> Detailed Open
Contract Report
Reports Menu -> Automatic
Reporting -> Function RSCH50 -> runs Detailed
Open Contract Report
This report option can be used to generate a Jasper format
report to PDF or to email the open contract report to the
customers' Contacts that are flagged to receive it in Contact Information, with the purpose of notifying
customers when they still have equipment out on rent and reminding
them to call in an Off-Rent if required.
The "Detailed Open Contract Report" can also be scheduled
to email the Customer Contacts automatically when RSCH50 is setup
with the relevant filters in the Automatic
Reporting.
Email addresses in Automatic Reporting are
not relevant as it uses the addresses in the Contact Information.
This report uses a Jasper form to print by customer, listing the
sales and rental products currently on open contracts.
The report can be filtered by date, customer, site, division and
Class/Group/product, to include the products still Out, Off-Rented
(including off-rent due to Delivery/Pickup), Returned but on an
open contract and/or Sold but on an open contract.
For each product it prints: product #, description, date out, date
due, contract number, P.O. and the Ship To or Site address.
The prompts include:
-
- FROM CONTRACT DATE
- Accept the default starting date for the report range based on
the Contract header Date Out, or over-type this with a
preferred start date.
- TO CONTRACT DATE
- Accept today's date for the ending date for the Contract report
range, or over-type this with a preferred end date.
FROM CUSTOMER
- Leave this field blank to include all customers, or enter a
starting customer number, or select it from the Customer Search window.
- TO CUSTOMER
- Leave this field blank to include all customers, or enter an
ending customer number, or select it from the window.
FROM SITE
- Leave this field blank to include all sites for the customer
selection, or enter a starting site number, or select it from the
Customer Site Search window.
- TO SITE
- Leave this field blank to include all sites for the customer
selection, or enter an ending site, or select it from the
window.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select an accounting division from the drop-down
list.
- Type SEL to select several specific divisions or divisions by
accounting region to include in the report, as outlined in Division Select By Region.
CLASS, "ALL" Or "SEL"
- To use the Product Class selection filter choose one of the
following:
GROUP, "ALL" Or "SEL"
- To use the Group selection filter choose one of the following:
- Type ALL to include all Groups in the report.
- Enter a single specific Group for the report, or select it from
the Group Search window.
- Type SEL to make a selection of Groups to include in the
report, as outlined in Select Groups.
PRODUCT, "ALL" Or "SEL"
- To use the Product selection filter choose one of the
following:
- Type ALL to include all Sales and Rental products in the
report.
- Enter a single specific product for the report, or select it
from the Inventory Search window.
- Type SEL to make a selection of products to include in the
report, as outlined in Select Products.
STATUS CODES TO INCLUDE
- The following filters apply to the individual Sales and Rental
product detail lines on open contract in the selection range.
Check the status codes to be included in the output.
- Check 'Out' to include the products with status O.
- Check 'Off Rent' to include the products with status F
which includes products off-rented on delivery an pickup
tickets.
- Check 'Returned' to include the products with status
R.
- Check 'Sold' to include the products with status S.
EMAIL
- Uncheck this box to generate the entire Jasper report to
PDF.
Check this box to email each specific customer report to the email
addresses in the associated Contact
Information that are flagged to receive the "Open Contract
Report" and are linked to corresponding Sites in the Contact Associated Sites window.
Finished?
- Click the ACCEPT button to begin printing/emailing the Jasper
report, or CANCEL to abort.
- Open Contract Report Log
- When the reports are emailed to the customer Contacts, a log is
generated listing the customer number, name and email action.
Topic Keyword: RSCH50 (7039)