Delivery / Pickup Report
Counter Menu -> Deliveries &
Pickups -> Delivery / Pickup Report
This report is generally run on a daily basis to determine when
equipment should be delivered or picked up.
Two separate reports are generated, one for Deliveries to go out
and one for Pickups due back.
When entering a contract or reservation, the counter staff has
the ability to set the Delivery/Pickup fields to Y or N
depending on the customer's requirements. This determines whether
the document is included in this report.
If the Delivery field on the document is set to Y (YES) the
contract or reservation will appear on the corresponding Delivery
Report for the product detail dates.
If the Pickup field on the document is set to Y (YES) the
contract or reservation will appear on the corresponding Pickup
Report for the product detail dates.
The reporting dates reflect the specific document detail dates not
necessarily the document header date.
The prompts to generate the reports are:
-
- FROM DATE
- Accept today's date, or enter the preferred starting date for
the report.
Note: This date range refers to the date on the document details
which is not always the same as the document header date.
TO DATE
- Accept for today's date, or enter the ending date for the
report.
REPORT TYPE
- Select one of the following reporting options:
- Select Summary to print only the Contract or Reservation
#, Customer Name, Telephone #, Ship To Name, Ship To Telephone #,
Date/Time Out on Delivery Report, Date/Time Due on Pickup Report,
and Deposit Amount.
-
Select Detail to print the Summary information with the
Site address and to also list the document details including the
product #,description, status, location, quantity, and
date/time.
The date out and time out print on the Delivery Report.
The date due and time due print on the Pickup Report.
If the detailed report is selected, the product selection filters
are enabled:
- FROM PRODUCT #
- Leave this field blank to include all products, or enter the
starting product number for the reporting range, or select one from
the Inventory Search window.
TO PRODUCT #
- Leave this field blank to include all products, or enter the
ending product number for the reporting range, or select one from
the window.
Note: When a specific product or product range is selected, the
Delivery/Pickup output also lists other products outside the range
that are due on the same document as the selected
products.
- DIVISION, "ALL", OR "SEL"
-
- Type ALL to accept all divisions in the output.
- To generate output for a single division, enter space for the
Head Office, or enter a specific division code, or select one from
the drop-down list.
- Type SEL to select a range of divisions or to select divisions
by inventory region as outlined in Division
Select By Region.
SORT BY SALESMAN
- Uncheck this box to sort the documents by type, then by date
regardless of salesman.
Check this box to sort the report by salesman listing the
documents by date out for each salesman.
- FROM SALESMAN
- Leave this field blank to include documents for all salesmen in
the report, or enter a starting Salesman Code for the report range,
or select one from the drop-down box as setup in Salesman Codes.
- TO SALESMAN
- Leave this field blank to include documents for all salesmen in
the report, or enter an ending Salesman Code for the report range,
or select one from the drop-down box.
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 begin printing the report, or CANCEL
to abort.
Topic Keyword: RSCH37