The information in this utility is available in Overdue Contracts & Cycle Billings.
This report lists all open contracts in Bill To Name
alphabetical order using the customer name on the contract, for a
selected date range, customer range, and province/state range.
This report can be generated for all Divisions, or a selected
division, for all Product Classes or a selected class range.
The report should be run weekly to confirm that listed contracts
are indeed still open.
If a contract is listed on the report that should have been closed,
simply close the contract using Rental
Return. This ensures regular housekeeping of the open
contracts.
The Summary Report prints the contract #, Customer Name,
Telephone #, Ship to Name, Ship to Phone #, Date Out, Deposit, and
P.O.#.
The Detail Report also includes the Shipping and Billing
names, the Billing Address, and Division. It then lists the product
#, description, quantity, status, date out, date due, and any
pickup status comment. Optional information that can print on the
detailed report include Product Rates and all products on the
contracts.
When All Products on the Contract are included, returned
items will also be listed.
The spreadsheet output for both Summary & Detail includes the
full Ship To address information.
The spreadsheet Detail also provides Job
Cost information when captured.
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