Exchange Inquiry/Report
Counter Menu -> Exchanges -> Exchange by Contract -> Exchanges By Customer -> HISTORY
button -> Exchange Inquiry/Report
Counter Menu -> Exchanges -> Exchange by Contract -> HISTORY
button -> Exchange Inquiry/Report
This inquiry or report lists products that have been exchanged
on a contract from either Exchange by
Contract or in Exchanges By Customer
and can be accessed from the HISTORY button on either
screen.
A selection can be made by Contract or by Product for a selected
date range, for all divisions or a selected division.
The prompts are:
-
- FROM CONTRACT #
- Leave this field blank for all Contracts, or enter the starting
contract number for the inquiry or report, or look it up in the
Contract Search window
TO CONTRACT #
- Leave this field blank for all Contracts, or enter the ending
contract number for the inquiry or report, or look it up in the
window.
FROM PRODUCT #
- Leave this field blank for all products, or enter the starting
product number for the inquiry or report, or look it up in the
Inventory Search window.
TO PRODUCT #
- Leave this field blank for all products, or enter the ending
product number for the inquiry or report, or look it up in the
window.
FROM GROUP
- Leave this field blank for products from all groups, or enter
the starting group number for the inquiry or report, or look it up
in the Product Group Search window.
TO GROUP
- Leave this field blank for products from all groups, or enter
the ending group number for the inquiry or report, or look it up in
the window.
FROM DATE
- Accept one month ago for a starting date, or enter a preferred
starting date.
TO DATE
- Accept today's date, or enter a preferred ending date.
ALL DIVISIONS
- Check this box to include all divisions.
Uncheck this box to include only a single division.
- DIVISION
- Enter the desired division, or select it from the drop-down
list.
UNCONFIRMED EXCHANGES
- Unconfirmed exchanges are exchanged products that have not been
flagged as available to rent again.
Select one of the following options:
- Select Include to include any unconfirmed as well as the
confirmed exchanges in the selection.
- Select Suppress to exclude any unconfirmed exchanges and
to print only confirmed exchanges in the selection.
- Select Only Unconfirmed to include only unconfirmed
exchanges in the selection.
REPORT OPTIONS
- Select one of the following output options:
- Select Print to generate the output according to the
reporting selection currently defined for this session in the
Printer Selection window, accessible
from the Printer -> Set Printer option located on
the menu bar at the top of the screen.
-
Select Display to display the information on the screen.
This is the default choice.
The 'Exchange#', 'Date' and 'Time', the 'Product# In' and the
'Product# Out', the 'Contract#', and the confirmation flag are
displayed.
Click EXP/CON or press <F9> to also view the
product 'In' and 'Out' descriptions, 'Meter In' and 'Used' counts,
and any Exchange 'Notes'.
-
Select Excel to generate the output in a spreadsheet
format with additional data columns including 'Product Class',
'Ordered By' and 'Clerk'.
The ability to email the spreadsheet or display it on the screen is
controlled by the Prompt to Email Spreadsheets flag set in
Company Miscellaneous Parameters.
Finished?
- Click ACCEPT to begin printing the report, or CANCEL to
abort.
Topic Keyword: RSEX02