Reservations Report
Counter Menu -> Reports ->
Reservations Report
Reports Menu -> Automatic
Reporting -> Function RSRH34 -> runs
Reservation Report
This report lists the outstanding reservations from oldest to
newest by the Date Out recorded on the Reservation header.
The spreadsheet export for summary or detail includes an "Honored"
flag.
The Summary report should be run at least once a month, to
verify stale dated and honoured reservations.
Old reservations can be cancelled using Delete
A Single Reservation, and pending reservations can be printed
using Print Reservations.
The report can also be sorted by Salesman. The reservations will
list by date out for each salesman.
This is useful if the Sales staff is responsible for assembling and
billing their own reservations.
Reservations can also be selected by Job Event if the event
management processing has been activated in the Company Rate Parameters.
The Reservation Report can be setup to be run
automatically with the report or spreadsheet output results emailed
to staff, by setting up RSRH34 with the relevant filters and email
addresses in the Automatic Reporting.
This report ignores Divisional restricted views when run from
automated reporting.
The selection prompts to generate the report include:
-
- FROM DATE OUT
- Enter the starting Date Out for the Reservation report
range.
- TO DATE OUT
- Enter the ending Date Out for the Reservation report
range.
REPORT TYPE
- Select one of the following reporting options:
- Select Summary to print only the Reservation #, Customer
# & Name, Telephone #, Ship To Name, Date and Time Out,
Delivery and Pickup flags, Reservation Total Amount and Deposit
Amount.
-
Select Detail to print the Customer # & Name and Bill
To/Ship To address and phone #, Outstanding Deposit, and Division.
The detailed report lists the open items information including
product #, description, quantity, status, date/time out, date/time
due, pickup and delivery flags.
The spreadsheet output also includes the Document Reference note
on the summary and detail.
The following address option and product filters can be used to
determine the reservation output for a specific item or group of
items on the Detail report.
These options do not apply to the Summary output.
- ADDRESS
- Select one of the address options for the detailed report:
- Select Ship To to only print the shipping name, address,
and phone number on the Report output.
- Select Bill To to only print the billing name, address,
and phone number on the Report output.
- The Both option only and always applies to the Excel
spreadsheet output.
FROM PRODUCT #
- Leave this field blank to include all products in the report,
or enter a starting product number for the detailed report
range.
- TO PRODUCT #
- Leave this field blank to include all products in the report,
or enter an ending product number for the report range.
FROM PRODUCT CLASS
- Leave this field blank to include products and Groups from all
classes, or enter a starting class, or select one from the Product Class Search window.
- TO PRODUCT CLASS
- Leave this field blank to include products and Groups from all
classes, or enter an ending class, or select one from the window.
Note: Groups bookings can be viewed by including all products
and to narrow the Group search use the Product Class
filters.
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.
SORT BY SALESMAN
- Uncheck this box to sort the reservations by date combining all
salesmen.
Check this box to sort the report by salesman listing the
reservations by date out for each salesman.
- FROM SALESMAN
- Leave this field blank to include reservations for all salesmen
in the report, or enter a starting Salesman Code for the report
range, or select one from the drop-down box, as setup in Salesman Codes.
- TO SALESMAN
- Leave this field blank to include reservations for all salesmen
in the report, or enter an ending Salesman Code for the report
range, or select one from the drop-down box.
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 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 reservations by job Event.
Topic Keyword: RSRH34