- DIVISION, "ALL", OR "SEL"
-
- Type ALL to accept all divisions in the one report.
- To print the report for a single division, enter space 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.
REPORTING SET, "ALL" OR "SEL"
- Leave this field blank to skip the Set selection field, leaving
it blank in order to use one of the Product Class, Product Group,
or Product Number selection options instead.
To utilize the Set selection option choose one of the
following:
- Type ALL to include all Sets as setup in Reporting Sets in the report.
- Enter a single specific Set code for the report, or select one
from the Reporting Set Search
window.
- Type SEL to select a range of Sets or to select Sets by Owner
to include in the report, as outlined in Select Reporting Sets.
If a Reporting Set selection was made, the Product Class,
Group, and Product selection options are disabled as they would not
apply to this report.
- NEW PAGE FOR EACH REPORTING SET
- This prompt only applies if Reporting Sets are being
utilized in the selection criteria for this report.
Check this box if a new page is to be generated for each
reporting set, in effect separating out the products by report
set.
Uncheck this box if products are not to be separated out by the
selected report sets.
Product Selection Filters:
The following product selection options only apply if Reporting
Sets are NOT being used for the report.
-
- FROM PRODUCT GROUP
- Leave this field to include all Groups, or enter a starting
Group for the range, or select one from the Group Search window.
- TO PRODUCT GROUP
- Leave this field to include all Groups, or enter an ending
Group for the range, or select one from the window.
Note: The Group numbers are only listed on the spreadsheet
output.
FROM PRODUCT CLASS
- Leave this field to include all Classes, or enter a starting
Class for the range, or select one from the Class Search window.
- TO PRODUCT CLASS
- Leave this field to include all Classes, or enter an ending
Class for the range, or select one from the window.
FROM PRODUCT#
- Leave this field to include all products, or enter a starting
product for the range, or select one from the Inventory Search window.
TO PRODUCT#
- Leave this field to include all Groups, or enter an ending
Group for the range, or select one from the window.
USE SUMMARIZED TOTALS
- Uncheck this box if the financial data has not been summarized
in Summarize for Inventory Reports by
Period and enter the desired date range as prompted.
Check this box if the financial data has already been summarized
in Summarize for Inventory Reports by
Period so that the report dates will display the summarized
date range.
These dates cannot be changed unless the data is re-summarized.
- FROM DATE
- Enter the starting date for the report if it is NOT being
generated from the Summarized Totals.
If summarized data is to be used the summarized start date is
displayed. This date cannot be changed unless the data is
re-summarized.
- TO DATE
- Enter the ending date for the report if it is NOT being
generated from the Summarized Totals.
If summarized data is to be used the summarized end date is
displayed. This date cannot be changed unless the data is
re-summarized.
PRINT PRODUCT DETAIL
- Uncheck this box to only print class totals.
Check this box to print financial information for each product
in the range.
- PRINT DATE DETAIL
- Product Detail must be printed to allow Date Details on the
products.
Check this box to print date detail for each product.
Uncheck this box to print totals and without date detail.
IGNORE DIVISIONS
- Check this box to print overall totals instead of totals by
division.
Uncheck this box to print separate totals by part, for each
division.
LIST PRODUCTS WITH NO ACTIVITY
- Check this box to include all products.
Uncheck this box to ignore products having no income in the
specified date range.
Note: This parameter only applies to Non-Bulk Rental
equipment.
Inactive items are not reported for bulk items.
INCLUDE BULK RENTAL ITEMS
- Check this box to include Bulk Rental products on the report.
The reports will display bulk and non-bulk items separately.
Uncheck this box to ignore Bulk products.
Note: The 'Cost' reflected on the output is the Average
Cost ad time of billing.
INCLUDE DISPOSED ITEMS
- Check this box to include sold products on the report.
Uncheck this box to omit sold products.
Note: If a Non-bulk item has been sold and then returned, it
will carry a Last Disposed Date on the Fixed Asset Tag, but
because the Status is A (Active) again it is not currently
considered Disposed or Sold.
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.
Note: When Bulk Rental products are included a second tab is
generated on the same spreadsheet, for the Excel output
option.
Finished?
- Click ACCEPT to proceed with the report, or CANCEL to
abort.