Inactive Customers
Accounts Receivable Menu -> Reports -> Inactive Customers
This is a Rental activity report that uses the "Sales History"
(INSH) data to identify customers that have not been active within
a selected inactive date range, but may also have had Rentals for a
specified dollar amount within a second determined rentals date
range.
The details of these rentals can be viewed by customer in Revenue History for the customer.
Note: Product Sales are NOT included in this report.
The report lists the Customer #, name, phone#, alternate
language flag, and contact.
It prints the Rentals total within the date range, and also the
date of the last rental in the range.
The spreadsheet output also lists the customer's city, credit
rating, postal or ZIP code and the province or state.
The customer data reflected in the report output are restricted
by the Divisional Restricted Views
assigned to the operator per his Access
Values.
The prompts are:
-
- INACTIVE DATE FROM
- Accept today's date or enter the starting date for the Inactive
date range, to be used to identify customers with NO rentals.
- INACTIVE DATE TO
- Accept today's date or enter the ending date for the Inactive
date range.
Customers with NO rental activity in this "Inactive" time frame
will be considered if they do have a rental amount in the dollar
amount range, between the Rental Amount Calculated From/To
dates that are defined next.
RENTAL AMOUNT CALCULATED FROM
- Accept today's date or enter the starting date for the Rental
date range, to be used to check for rentals totalling within the
From/To Rental Dollars range that is defined below.
- RENTAL AMOUNT CALCULATED TO
- Accept today's date or enter the ending date of the allowed
Rental date range.
FROM RENTAL DOLLARS
- Enter the minimum rental total in the Rental date range, to be
included in the report.
- TO RENTAL DOLLARS
- Enter the maximum rental total allowed in the Rental date
range, to be included in the report.
Note: If both From/To Rental Dollars fields are left
blank, this will only include customers with $0 rentals in the
period.
CUSTOMER TYPE TO INCLUDE
- Select one of the following account types for the customers as
flagged in Customer Information:
- Cash to consider only customers flagged as Cash
only.
- On Account to consider only customers flagged as charge
On Account.
- Both to include all customers.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to generate the report, or CANCEL to
abort.
Topic Keyword: ARCF07