Invoice Report by Customer / Site#
Reports Menu -> Automatic
Reporting -> Function RSID41 -> runs Invoice
Report by Customer / Site#
This report lists the invoices from history issued to a
customer, within a user specified date range.
The Invoice Report by Customer / Site# can be setup to be
run automatically with the results emailed to staff, by setting up
RSID41 with the relevant filters and email addresses in the
Automatic Reporting.
The selection parameters that can be defined include:
- select customers by Type or by customer number
- select a single Site/Job #, or all sites/jobs.
- select from Rentals, Sales, Disposals (Rental Equipment Sold)
and Services, with subtotals printing for each
- Damage Waiver amounts are not included
- Zero dollar items can be included or excluded
Note: Bulk disposals should be processed through Allocate Bulk Disposals to be reflected correctly
in the report.
The prompts include:
-
- ALL CUSTOMER TYPES
- Check this box to include all customer types.
Uncheck this box to select a single customer type.
- TYPE
- Enter a customer type or select one from the drop-down list, as
setup in Customer Types.
FROM CUSTOMER #
- Leave this field blank to include all customers, or enter a
starting customer number, or select one from the Accounting Customer Search window.
TO CUSTOMER #
- Leave this field blank to include all customers, or enter an
ending customer number, or select one from the window.
FROM SITE
- Leave this field blank to include all sites for these
customers, or enter a starting site, or select one from the
Site Search window.
TO SITE
- Leave this field blank to include all sites, or enter an ending
site for the range, or select one from the window.
FROM DATE
- Accept the first day of the current month for a starting date
for the reporting period, or enter the preferred date.
TO DATE
- Accept the last day of the current month for an ending date for
the reporting period, or enter the preferred date.
Note: If there are any Bulk Disposals still in Allocate Bulk Disposals for the selected time
period, a warning will appear, advising that these disposals should
be cleared, before the report can be produced as they could impact
the report output.
This is a warning only and does not prevent the report from being
generated.
INCLUDE RENTALS
- Check this box to include all rental invoices.
Uncheck this box to exclude rental invoices from the report.
INCLUDE DISPOSALS
- Check this box to include sale of rental products.
Uncheck this box to exclude sale of rental products from the
report.
INCLUDE SALES
- Check this box to include all sale invoices.
Uncheck this box to exclude sale invoices from the report.
INCLUDE SERVICES
- Check this box to include all service on the report.
Uncheck this box to exclude services from the report.
INCLUDE ZERO DOLLAR ITEMS
- Check this box to include all products and services on the
invoices even if they are no charge.
Uncheck this box to exclude products and services that are for zero
dollars.
REPORT TYPE
- Select one of the following reporting options:
- Select Summary to generate the summarized report by
customer and site with the totals broken down by rentals,
disposals, sales, and/or services.
-
Select Detail to generate the detailed report by customer
listing each product, and service, with description, invoice #,
date, quantity, price/rate, and totals.
The subtotals are supplied on the Print report output option
by class.
SORT BY INVOICE
- This prompt applies only to the Detail report.
Check this box to include report totals by invoice number as
well as by Product Class for each customer and with customer
totals.
Uncheck this box to only print totals by Product Class for each
customer.
NEW PAGE BY CUSTOMER
- This prompt applies only to the Detail report when the
Report Option is Print.
Check this box to print invoice detail for each customer on a
separate page of the report.
Uncheck this box if paging by customer is not required.
FROM SITE MANAGER
- Leave this field blank to include sites for all managers, or
select a starting manager from the drop-down list as setup in
Site Managers and assigned in Site Information .
Note: If From Site Manager is left blank, the output will
include all invoices with no site assigned, as well as those with a
site where the site manager is less than the To Site Manager
specified.
If a From Site Manager is not blank, then invoices with no
site assigned will not be included.
TO SITE MANAGER
- Leave this field blank to include sites for all managers, or
select an ending manager from the drop-down list.
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 New Page by Customer option does not apply to the
spreadsheet output.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: RSID41