System Maintenance Menu -> Configure System Settings -> Automatic Job Scheduling -> Function SMCR99 -> executes Automatic Reporting
For LINUX and Windows network systems, certain reporting jobs
can be setup to be run automatically at a pre-determined time and
frequency.
The report results can be emailed to staff and are also stored for
up to seven days.
The directory in which to save the report output can be assigned
in the Company Miscellaneous Parameters.
If no directory is entered, the report files will be saved on the
PROIV data directory.
Some of the actions and reports that can be generated automatically include Cycle Billing Edit, Daily Close, Deposits Report, Invoice Reports, O/S Delivery and Pickup Reports, Expired Special Rates & Prices Report, Email Letters, and Exported G/L Transactions.
Once the reports are setup here with the frequency, email address, and selection parameters, the CronJob SMCR99 must also be included in Automatic Job Scheduling with the start time to run reports, and the frequency to be run every day, so that it then checks daily to see if each of the reports listed here should be generated.
Security parameters setup for Automatic Job Scheduling also apply here.
Note: The operator Divisional Restricted Views and the Division inventory/accounting type controls do not apply to output generated from Automatic Reporting, where the same reports generated manually from the menu tree may respect these restrictions. This means output generated from Automatic Reporting could display different values from the same report run manually.
This prompts to setup the reports to be generated are:
Note: If your firm would like additional reports to be available, contact Texada Support to discuss programming options.
The reports that can be generated automatically include:
APAP21 - AGED A/P SUMMARY
ARAR26 - AGED A/R SUMMARY
AFHDR09 - ASSET FINANCE REPORT AND POSTING
ARCC05 - CREDIT CARD EXPIRY REPORT
ARCF16 - CUSTOMER ACCOUNTS OPENED LIST
ARCP10 - POST COUNTER PAYMENTS
ARIF10 - DAILY CLOSE 3: POST ACCOUNT INVOICES
ARLT02 - CUSTOMER, STATEMENT & DUNNING LETTERS (letters to contact addresses)
IMP02 - 'Approval Plus' processing
INPH30 - PURCHASE ORDER REPORT
INRF20 - REGION RESERVATION FULFILLMENT
RSAL01A - ARCHIVE MENU ACCESS LOG TO DATABASE
RSBS02 - BULK DISPOSAL REPORT
RSCD73 - INVALID RATES ON CONTRACTS REPORT
RSCH26 - O/S DELIVERIES REPORT
RSCH29 - O/S PICKUPS REPORT
RSCH41 - O/S DEPOSITS REPORT
RSCH45 - CONTRACTS IN/OUT REPORT (spreadsheet output)
RSCH50 - DETAILED OPEN CONTRACTS REPORT - Customer Contact targeted report(emails Customer Contact addresses per Site)
RSCH55 - CONTRACTS REPORT (report or spreadsheet output per parameter setup)
RSDT10 - DISPOSAL TRANSACTIONS REPORT
RSID07 - ON HOLD A/R INVOICE REPORT
RSID20 - DAILY CLOSE 2: GENERATE POSTINGS
RSID41 - INVOICE REPORT BY CUSTOMER AND SITE
RSIH13 - P.O. REQUIRED INVOICE REPORT
RSIL07 - NON-BULK INVENTORY LOCATION REPORT
RSPF38 - ASSET TAG DISCREPANCIES
RSPF118 - RENTAL AGE DATA CAPTURE
RSPF119 - RENTAL AGE EXPORT TO EXCEL
This export uses the last successful "capture" for the export,
whether the capture was generated manually or by the automated job
scheduler.
Refer to the instructions in Rental Age Data
Capture for details.
RSPO20 - INVENTORY RE-ORDER REPORT BY VENDOR
RSPO09 - P.O. APPROVAL REPORT
RSFR15 - PICKUP & DELIVERY DISPATCH (spreadsheet output)
RSRH34 - RESERVATION REPORT (for Summary output do not specify an "Address' choice in the parameters or it will fail)
RSRI22 - NEW ACQUISITIONS REPORT
RSRJ10 - DAILY CLOSE 3: POST RENTAL JOURNAL
RSRQ10 - PRODUCT/GROUP BOOKINGS REPORT
RSRQ25 - PRODUCT AVAILABILITY REPORT
RSSH07 - PRODUCT REVENUE REPORT
RSSH17 - CUSTOMER REVENUE REPORT
RSSR02 - SPECIAL RATES/PRICES EXPIRY NOTIFICATION
Special pricing tables can be setup in Special
Rates Codes and Price Codes with
expiry dates.
This notification report/email is then generated at five, thirty,
sixty and ninety days prior to expiry, on the expiry date, and also
for any previously expired rate/price codes.
RSXD14 - CYCLE BILLING EDIT REPORT
There are two approaches available to help automate the cycle
billing process using the AUTOMATIC REPORTING utility:
Note: The Clerk Code "_Cr" is assigned to invoices generated from automatic billing.
RSXD16 - UNBILLED REVENUE REPORT
TPLOG01 - TEXADA PAY - PAYMENT LOG
TPRNT02 - TEXADA PAY - UPDATE PENDING REFUND QUEUE
WOMS10 - PRINT MAINTENANCE SCHEDULE
WORT11 - REPAIR HISTORY REPORT
WOWH11 - WORK ORDER REPORT
WOWH17 - WORK ORDER DETAIL REPORT
XMLEXP3 - EXPORT G/L TRANSACTIONS
This processing can be used to export G/L transactions to an XML
file as explained in XML Data Exports
Menu, and to email the Summary of the Debits and Credits.
accessed in the window in Export G/L
Transactions.
XMLEX13B - EXPORT VENDOR FILE TO CSV
This option generates a CSV file for a range of vendor records as
outlined in the Export Vendor
Information.
Note: If reports emailed in spreadsheet format are not recognizing the file association and are opening in a browser instead of Excel, open the file in Windows Explorer, or save the file to disk before opening in Excel.
Aged A/P Summary (APAP21)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Aged A/P Summary.
Aged A/R Summary (ARAR26)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Aged A/R Summary.
Credit Card Expiry Report (ARCC05)
The automated report output is based on the value set here for the
'Expire in Number of Days' filter and will always assume
ALL customers and 'Export All Cards' = N.
This spreadsheet can also be run for selected Customers and all
cards from the Credit Card Expiry
Report.
Customer Accounts Opened Report (ARCF16)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Accounts Opened
Report.
Post Counter Payments (ARCP10)
This program posts the customer payments entered at the counter in
Counter Customer Payments to the Accounts
Receivable sub-ledger and to the General Ledger, and generates a
posting journal.
There are no parameters that need to be set as all eligible
invoices will be processed.
Refer to Post Counter Payments for details
on posting batch CTR.
Note: This automated job only posts customer payments for CTR batch and ignores any other batches.
Daily Close 3: Post Account Invoices (ARIF10)
This program posts the Customer Invoices to the Accounts Receivable
sub-ledger and to the General Ledger, and generates a posting
journal.
There are no parameters that need to be set as all eligible
invoices will be processed.
Refer to Post A/R Invoices for
details.
Note: Restricted Views is not respected when Daily Close 3: Post Account Invoices is posted from automated reporting.
Statement Letters (ARLT02)
A value must be entered for each parameter in the window, else the
report will fail.
If the letters should be generated for all relevant customers in
the From/To customer selection, leave the 'From' field blank and
enter ~~~~~~ in the 'To' field.
For emailing, this report uses Jasper reports as activated in the Customer Forms, and sends the letters to the addresses defined in the Contact Information, so the Use Contact Document Emailing must be activated in the Company Email Configuration.
Separate ARLT02 jobs can be setup for the different types of letters required.
Post Asset Financing (AFHDR09)
This program posts the monthly payments scheduled for products in
Asset Financing Information to the General
Ledger, and generates a posting journal.
The monthly cut-off date needs to be set in the report
parameters.
Refer to Asset Finance Report and Posting
for details on this report.
The auto-report will email a posting report, including an error report on Tab 4 of the output if there are data errors or if the program could not run because there are previous months to run or there are any dates outside of the date range set for AFIN in Date Range Control.
Purchase Order Report (INPH30)
A value must be entered for each parameter in the window, else the
report will fail.
Region Reservation Fulfillment
(INRF20)
A region must be entered selected in the window.
Bulk Disposal Report (RSBS02)
A value must be entered for each parameter in the window, else the
report will fail.
Invalid Rates on Contract Report
(RSCH73)
A value must be entered for each parameter in the window, else the
report will fail.
O/S Deliveries Report (RSCH26)
A value must be entered for each parameter in the window, else the
report will fail.
O/S Pickups Report (RSCH29)
A value must be entered for each parameter in the window, else the
report will fail.
O/S Deposits Report (RSCH41)
A value must be entered for each parameter in the window, else the
report will fail.
Contract In/Out Report (RSCH45)
A value must be entered for each parameter in the window, else the
report will fail.
Contract Report (RSCH55)
A value must be entered for each parameter in the window, else the
report will fail.
On Hold A/R Invoice Report (RSID07)
A value must be entered for each parameter in the window, else the
report will fail.
Reservation Report (RSRH34)
A value must be entered for each parameter in the window for the
'Detail' output.
For the 'Summary' output do not specify an "Address' choice or a
product or class filter selection in the parameters or the Summary
will fail.
Detailed Open Contract Report (RSCH50) -
Customer Contact targeted reporting
A value must be entered for each parameter in the window, else the
report will fail.
This program sends an email to each customer of the product details
in a Jasper format report, to the corresponding addresses in the
Contact Information where the Contact is
linked to the Site on the contract per the Contact Associated Sites window.
The email window on "Automated Reporting" setup does not apply as
no emails are sent to staff assigned addresses.
Disposal Transactions Report (RSDT10)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Disposal Transactions
Report.
Pickup & Delivery Dispatch (RSFR15)
Emailed output is in spreadsheet format.
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Delivery / Pickup
Dispatch.
Note: The parameter selection filter From Date Regardless Of
Status can be used to set a starting point.
e.g. Today with a 'Date Off-Set' of -1 Week
Daily Close 2: Generate Postings (RSID20)
This program runs a number of processes in preparation for posting
the customer invoices and deposits, including moving the invoices
from Batch status to History.
There are no parameters that need to be set as all eligible
invoices will be processed.
Refer to Daily Close 2: Generate Postings
for details.
Invoice Report By Customer And Site
(RSID41)
A value must be entered for each parameter in the window, else the
report will fail.
P.O. Required Invoice Report
(RSIH13)
A value must be entered for each parameter in the window, else the
report will fail.
Non-Bulk Inventory Location Report
(RSIL07)
A value must be entered for each parameter in the window, else the
report will fail.
Asset Tag Discrepancies (RSPF38)
A value must be entered for each parameter in the window, else the
report will fail.
P.O. Approval Report (RSPO09)
Inventory Re-Order Report (RSPO20)
A value must be entered for each parameter in the window, else the
report will fail.
Note: The "Exceptions Only or All" prompt in auto-reporting filters corresponds to the "Products to Include" prompt in Inventory Re-Order Report where options are E for Below Minimum, B for Backordered and A for All.
New Acquisitions Report (RSRI22)
A value must be entered for each parameter in the window, else the
report will fail.
Daily Close 3: Post Rental Journal (RSRJ10)
This program posts the cash invoices, manufacturing adjustments,
and deposits to the General Ledger, and generates a posting
journal.
There are no parameters that need to be set as all eligible
transactions will be processed.
Refer to Daily Close 3: Post Invoices for
Post Rental Journal Transactions for details.
Note: Restricted Views is not respected when Daily Close 3: Post Rental Journal is posted from automated reporting.
Product/Group Bookings Report
(RSRQ10)
A value must be entered for each parameter in the window, else the
report will fail.
Product Availability Report (RSRQ25)
The date cannot be a past date, and a value must be entered for
each parameter in the window, else the report will fail.
Product Revenue Report (RSSH07)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Product Revenue
Report.
Customer Revenue Report (RSSH17)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Customer Revenue
Report.
Note: For the 'Print 5 Year' option an “Ending on Month” is required as a date or shortcut date in Automatic Reports, and the From/To Date, Summary/Detail and Excel inputs will be ignored.
Expiring Rental/Sale Price Report (RSSR02)
This program outputs the expiring records with the number of
associated customers.
There are no parameters that need to be set.
Cycle Billing Edit (RSXD14)
A value must be entered for each parameter in the window, else the
report could fail.
To avoid blank results, it will assume ALL customers and ALL
salesmen.
Note: Any Credit or 'Services-only' contracts are not included
in the automatic billing runs.
These need to be controlled and billed manually.
'NON-Operators by Division' configuration:
When the company is not configured to login as 'Operators By
Division' in the Company setup but the
Company Billing Parameters is set to allow
"Cycle Bill by Division" then each 'Cycle Bill' RSXD14 job can only
be run for a single Division from "Automated Reporting" and the
Invoices must also be generated to complete that Cycle Billing
run.
This will prevent the Edit file over-write.
Rental Age Data Capture (RSPF118)
The values that must be entered for the parameters in the window
have very specific requirements and restrictions, else the capture
could fail.
Refer to the instructions in Rental Age Data
Capture for details.
Rental Age Export to Excel (RSPF119)
The values that must be entered for the parameters in the window
have very specific requirements and restrictions, else the report
could fail.
Refer to the instructions in Rental Age Data
Capture for details.
Note: This export uses the last successful "capture" for the export, whether the capture was generated manually or by the automated job scheduler.
Unbilled Revenue Report (RSXD16)
A value must be entered for each parameter in the window, else the
report could fail.
The earned revenue calculation can be run based on either the
"Current Contract Rate Structure" or on the "Monthly Rate".
An Accrual transaction to be posted to the G/L can be generated for
the revenue amounts as setup in the Standard
Journals transactions and defined in the Company Posting Parameters.
Note: If the report is re-run and another Journal entry is created before a prior one is posted, the earlier transactions will be over-written by the subsequent ones, without ever being posted.
Texada Pay Payment Log (TPLOG01)
Texada Pay Pending Refund Queue (TPRNT02)
- update
Print Maintenance Schedule (WOMS10)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Print Maintenance
Schedule.
Repair History Report (WORT11)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this report or
spreadsheet are outlined in the Repair History
Report.
Work Order Report (WOWH11)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Work Order Report.
Work Order Detail Report (WOWH17)
A value must be entered for each parameter in the window, else the
report will fail.
The selection filters and options to generate this spreadsheet are
outlined in the Work Order Detail
Report.
Export G/L Transactions (XMLEXP3)
This program always outputs the data in a summary
There are no parameters that need to be set.
Export Vendor Information (XMLEX13B)
Select a range of vendors for this output.
Archive Menu Access Log to Database
(RSAL01A)
Refer to Archive Menu Access Log to Database
for details.
The time that the jobs are initiated is set in Automatic Job Scheduling.
Note: If this date is removed and left blank, the job will be re-run at the next opportunity according to the Day value.
Note: This window does not apply to the Statement Letters (ARLT02) job as the letters are sent to the email addresses setup in the Contact Information, or to the Detailed Open Contract Report (RSCH50) as these Jasper format reports are sent to the addresses in the Contact Information.
If the last PDF document still exists on the server, a window is supplied to download and display the report or document.
If the CronJob SMCR99 has not yet been included in the
scheduler with the time to initiate these automatic reports, the
Automatic Job Scheduling window now opens as outlined in Automatic Job Scheduling.
Add SMCR99 to the schedule.
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