Contract Report
Counter Menu -> Reports ->
Contract Reports -> Contract
Report
Reports Menu -> Automatic
Reporting -> Function RSCH55 -> runs Contract
Report
This program provides filters to report on open and/or closed
contracts for a customer, site, and/or salesman selection range,
listing the rental and/or sales products.
The Contract Report can be setup to be run automatically
with the report or spreadsheet output results emailed to staff, by
setting up RSCH55 with the relevant filters and email addresses in
the Automatic Reporting.
This report ignores Divisional restricted views when run from
automated reporting.
The report lists the product #, description and quantity. There
is a subtotal for products having the same description.
The Rate/Price each listed, is the rental rate or list price
including any discounts per unit.
The report also prints a total for the product and the Date
Out.
The Billed Thru date, or the last Cycle Billing Date, prints if the
product has been billed.
The Site #, Salesman code, the Contract # list, with any
accumulated billing amount, and the current product status.
The spreadsheet output also includes the contract division,
shipping address information, business source, date due, cycle
billing day code, service interval from the Site, and any
Replacement Cost.
The product statuses include:
O - Out
R - Returned
F - Off Rent
The Detailed Contract Report by
Division can be used to generate a complete contract report by
division, with product and service charges.
To print this report, the prompts are:
-
- CONTRACT STATUS
- Select one of the following status options:
- Select Open to include only outstanding contracts in the
report output.
- Select Closed to include only completed contracts in the
report output.
- Select Both to include all contracts regardless of the
open or closed status.
DATE TO USE
- Select one of the following date options:
- Select Contract to filter the output by the contract
header date out, regardless of the date out of the individual
products on the document.
- FROM CONTRACT DATE
- Accept the default date, or to narrow the report results enter
a preferred starting date for the contracts.
- TO CONTRACT DATE
- Accept today's date for the cut-off date for the report, or
enter a preferred date.
-
Select Date Out to filter the output by the date out of
each product detail line, regardless of the date out on the
contract header.
This option could cause some products in the 'date range' to be
reflected in the output, but to omit other products outside the
'date range' even if they are on the same contract.
- FROM LINE DATE OUT
- Accept the default date, or to narrow the report results enter
a preferred starting date out for each product detail on the
contracts.
- TO LINE DATE OUT
- Accept today's date for the cut-off date for the details, or
enter a preferred date for the product detail cut-off.
FROM CUSTOMER #
- Leave this field blank for all customers, or enter the starting
customer number for the range, or select it from the Accounting Customer Search window.
- TO CUSTOMER #
- Leave this field blank for all customers, or enter the ending
customer number for the range, or select it from the window.
FROM SITE #
- Leave this field blank for all sites, or enter a starting site
number for the report, or select one from the Customer Site Search window.
If the From and To customers are the same customer
number, only Sites for that customer will be displayed in the
Customer Site Search window
provided.
- TO SITE #
- Leave this field blank for all sites, or enter an ending site
number for the report, or select it from the window.
FROM SALESMAN
- Leave this field blank for all salesmen, or enter the starting
salesman code for the range, or select it from the drop-down
list.
- TO SALESMAN
- Leave this field blank for all salesmen, or enter the ending
salesman code for the range, or select it from the drop-down
list.
DIVISION, "ALL", OR "SEL"
-
- Type ALL to accept all divisions in the one 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 one from the drop-down list.
- Type SEL to select a range of divisions or to select divisions
by accounting region as outlined in Division
Select By Region.
Note: The Contract report output from the division selection is
restricted by the Divisional Restricted
Views assigned to the operator.
However when the report is generated from Automatic Reporting restricted views are
ignored.
PRODUCT CLASS, "ALL" Or "SEL"
- To use the Product Class selection filter choose one of the
following:
PRODUCT 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.
CONTRACTS WITH DEPOSITS ONLY
- Check this box to only list contracts with outstanding deposits
being held.
Uncheck this box to include all contracts in the range regardless
of deposits.
Note: The deposit amounts only print on the spreadsheet output
format.
PRIMARY SORT ORDER
- Select one of the following sort options:
- Select Customer to sort the report by Customer.
- Select Salesman to sort the report by Salesman.
This is useful to provide each Salesman a list of their contracts
so the Salesman can follow up to extend long term rentals, or
remind customers to return the equipment.
- Select Class to sort the report by Product Class
number.
- Select Group to sort the report by Group number.
- Select Date Out to sort the report by date.
SECONDARY SORT ORDER
- The Site, Salesman, and Product#, are columns in the report and
can be used to sort the data within the defined Primary Sort
Order.
Select one of the following sort options to apply within the
Primary Sort Order:
- Select Site to sort the report by Site within the
Customer or Salesman sort.
- Select Salesman to sort the report by Salesman
- Select Product Info to sort the report by rental
equipment then by sales parts, alphabetically.
NEW PAGE PER SALESMAN
- This field only applies if the Primary Sort Order is by
Salesman, and does not apply if the report is being output to
Excel.
Check this box to print the information for each Salesman on a
new page.
Uncheck this box to prevent paging by Salesman.
NEW PAGE PER CUSTOMER
- This field does not apply if the report is being output to
Excel.
Check this box to print the information for each Customer on a
new page.
Uncheck this box to prevent paging by Customer.
SIGNED CONTRACT
- Select one of the following signature options:
- Select Signed to only include Contracts with a signature
in the report.
- Select Unsigned to include just the Contracts with no
signature.
- Select Both to include all eligible Contracts regardless
of signature capture.
Only the spreadsheet option shows the signed flag on the output
details.
PRODUCT TYPE
- Select one of the following product options:
- Select Rentals to include Rental equipment only in the
report.
- Select Sales to include only Sales parts in the
report.
- Select Both to include rental equipment and sales parts
in the report.
CUSTOMER TYPE
- Select one of the following customer account options:
- Select Cash to only list contracts in the report for
customers flagged as Cash type customers.
- Select On Account to only list contracts in the report
for customers flagged to charge On Account.
- Select Both to include contracts for all types of
customers.
INCLUDE PRODUCT PPSR DETAILS
- This option applies to Contracts in a division where the
"Activate Contract Detail Additional Options" feature has
been activated in the Divisional Contract
Parameters, and can only be output to a spreadsheet.
Check this box to include the PPSR information and the License
Plate #1 number with expiry date on the spreadsheet output.
Uncheck this box if the PPSR information is not required.
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.
The spreadsheet output also includes the Contract PO#, Name
Check List, and up to five rental rates based on the print flags
set in the Company Default Rates as well
as Job Cost information when
captured.
The new page options do not apply to the spreadsheet output
option.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
- EVENT window:
- The Location and Event Information
window appears only if the event management processing has been
activated in the Company Rate Parameters, to
provide the ability to report on contracts by job Event.
Topic Keyword: RSCH55