Override Report
Reports Menu -> Security ->
Override Report
Any overrides to critical customer data and revenue generating
values on products and documents, such as Credit Limits, Rental
Rates, Sale Prices, Re-Order Costs, Product Status, Discounts, etc.
are tracked automatically by type.
The report indicates who made the override, what the override was
(e.g. amount or credit limit), the old and new values, and when the
change was made.
The 'More' or 'Additional Notes' on the output can be captured
in the Clerk Information pop-up when the
Company Security Parameters are set to
prompt for Clerk/Password.
The note then becomes mandatory in changes such as the 'Credit
Rating' or 'Credit Limit' overrides in Customer Information.
If the Reason Codes On Override confirmation feature is
activated in the Company Security Parameters
this report can also be generated by the Reason codes.
Refer to Override Security Overview for
details on this feature.
Reviewing the Override Report should be a daily or weekly
managerial responsibility.
It can be useful to track when/who of your staff are having to
over-ride the customer parameters, rates, and prices. Consideration
can then be given to whether changes to the setup are required.
The prompts are:
-
- FROM OVERRIDE DATE
- Accept the default start date of the beginning of the current
month, or enter the preferred start date for the transaction
range.
TO OVERRIDE DATE
- Accept today's date, or enter the preferred cutoff date for the
report.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the 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 a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
accounting region to include in the report, as outlined in Division Select By Region.
ALL REASON CODES
- Check this box to include all reason codes in the output.
Uncheck this box to select a specific reason code.
- REASON CODE
- Enter the desired reason code or select it from the drop-down
list as setup in Override Reasons.
ALL OVERRIDE TYPES
- Overrides are logged by the system automatically and
categorized by Types.
Check this box to print the report for all override records in the
range.
Uncheck this box to select a specific override type.
- TYPE
- Enter the desired override type or select it from the
window.
Override Types are system defined with Override Type Permissions, as follows:
- CL - Customer Credit Or Rental Value Limit
CM - Customer File Maintenance
DD - Delete Item From Open Invoice
IS - Inventory Status Changes
MO - Margin Overrides
OT - Other Overrides
OV - Overbooking Warnings
PR - Rental Item Rate Or Discount Change
PS - Sales Item Price Or Discount Change
RR - Rental Return Rental Item Override
RS - Rental Return Sales Item Override
S1 - Changing the Price of a Service - on a document
S2 - Adding Delivery/Pickup Service Manually - this only applies to
Type D Delivery/Pickup services
S3 - Deleting a Service from a Document - on a document
Note: When there is a Price update on a document the
'Override Report' reports the Extended Price ( price * qty)
instead of Price Each.
This means the price change could be distorted if there is also a
QTY change on the document.
Refer to Override Types for details on
how the types can be applied to the codes.
SELECTED PHRASE / WORD ONLY
- Leave this field blank to include all transactions in the
selected range.
To print a more specific report, a word or phrase can be entered
so that only transactions containing this word or phrase are
printed.
e.g. CREDIT LIMIT, RATE, CUST, or PROD
ALL CUSTOMERS
- Check this box to include all eligible customers in the output.
Uncheck this box to select a range of customers.
- FROM CUSTOMER
- Enter a starting customer for the selection range or select one
from the Accounting Customer Search
window.
TO CUSTOMER
- Enter the ending customer for the selection range or select one
from the window.
CUSTOMER FILE CHANGE TYPE
- This filter only applies if Over-Ride Type CM for
"Customer File Maintenance" has been specifically selected.
Select one of the following options to further filter the report
output:
- Select All Changes to include all changes to customer
information in the range.
- Select Credit Limit to only reflect changes to the
customer Credit Limit.
- Select Credit Rating to only reflect changes to the
customer Credit Rating.
- Select Limit_Rating to reflect changes made to both the
customer Credit Rating and Credit Limit.
CUSTOMER PAYMENT TYPE
- Select one of the following filters:
- Select On Account to print only over-rides for customers
with On Account status as set in Customer
Information.
- Select Cash to only include over-rides for Cash
customers.
- Select Both to include all customers regardless of the
Cash or On Account flag, and to include any "non-customer"
overrides.
Note: If either the On Account only or Cash only
customer filters is selected, then any over-rides that are NOT
linked to a customer are NOT included in the output.
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 ACCEPT to generate the report, or CANCEL to abort.
Managing Unnecessary Overrides Suggestions:
If the Credit Limit was overridden, determine if the Credit Limit
was set high enough initially, and then reset it in Customer Information or using Update Customer Credit.
If certain products are always having their prices or rates
overridden, make the changes permanent using Sales Inventory or Rental
Inventory. Make sure the price stickers on the shelf also
coincide with the new pricing.
Topic Keyword: RSMPL10