Accounts Opened Report
Accounts Receivable Menu -> Reports -> Accounts
Opened Report
Accounts Receivable Menu -> Reports -> Customer Lists -> Accounts Opened option
-> Accounts Opened Report
Reports Menu -> Automatic
Reporting -> Function ARCF16 -> runs Accounts
Opened Report
This utility prints a list of new customer accounts added within
the selected date range, by division.
The date that the account was opened is stored in the Credit Rating Information window for each customer
in Customer Information.
The report can be generated for only the Cash customers, On
Account customers, or both.
This report respects the Divisional Restricted
Views security control.
The report lists the customer numbers with name, date opened, On
Account status, current Salesman code and name. An optional Rental
and/or Service revenue total can also be calculated on the
spreadsheet output for a 13 month period.
The spreadsheet output also includes the full customer name,
address & phone# which will reflect the 'Physical' site
selection where applicable and also the billing name, address,
& phone#, along with the contact, credit limit, customer type,
terms, ship via, currency, Finance Charges eligibility, and fax
number.
The Customer Accounts Opened Report can be setup to be
run automatically with the results emailed to staff, by setting up
ARCF16 with the relevant filters and email addresses in the
Automatic Reporting.
The prompts are:
-
- REPORT FORMAT
- Select one of the following customer reporting options:
- Customer List to generate a 'Summarized', 'Detailed' or
'Quick' list of customers as outlined in Customer Lists.
- Accounts Opened to generate a customer list using the
filters described below.
FROM DATE
- Accept the current month start date, or enter a starting date
for the account selection.
- TO DATE
- Accept the current month end date, or enter an ending date for
the account selection.
ACCOUNT TYPE
- 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.
- All to include both on account and cash customers.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include customers from 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 a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
customer region to include in the report, as outlined in Division Select By Region.
Note: The customer accounts included in the report output are
restricted by the divisional Access Values
assigned to the operator.
For more information on this security feature refer to Divisional Restricted Views .
Revenue Information:
If the output is being exported to a spreadsheet, a Revenue total
for 13 months of business can be included for each customers based
on the following filters.
Note: Revenue for Sales, Damage Waiver and Taxes is not included in
the Revenue Total.
-
- SHOW LAST 13 MONTHS RENTAL REVENUE
- Check this box to include rental revenue in the total on the
spreadsheet, as tracked in the LTD Revenue
Sales/Rental/Services window for rentals.
Uncheck this box to exclude rental revenue from the total.
SHOW LAST 13 MONTHS SERVICE REVENUE
- Check this box to include revenue from services in the total on
the spreadsheet, as tracked in the LTD
Revenue Sales/Rental/Services window for services.
Uncheck this box to exclude service revenue from the total.
LAST MONTH (MMYYYY)
- Accept the current month as the last month in the 13 month
revenue period, or enter a preferred "last" month and year in the
MMYYYY format.
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: ARCF16