Knowledge base

Equipment Rented by Customer – Summary

Report Output Example: ***************************************************************************************************** /* This report will total rental dollars and number of invoices for all rentals by one customer over a selected date range.  Very useful when deciding on Customer Specific Rates to be given*/ define number custkey = parameter prompt “Enter Customer Account Number ” ; std_date begdate = parameter/prompt=”Enter Beginning Date […]

May 21, 2020

Customer Short List by Renter Department

Report Output Example: **************************************************************************************************************************************** /* CS_SLIST – CUSTOMER SHORT LIST REPORT Overview: Lists customers based on these selection criteria: customer type and salesman, renter department. Change History: Author Date Comments Jessica Flint Sept. 10,1993 */ define string type[3]=parameter/cls/line=10/prompt=”Enter the customer type: #A-ALL/CA-Cash/BG-Bad/AR/AC-AR but COD/PR-Prospect ” /uppercase default “#A” define string bus_type[2]=parameter/cls/line=10/prompt= “Enter the Business Type […]

Customer Short List by Renter Department

/* CS_SLIST – CUSTOMER SHORT LIST REPORT Overview: Lists customers based on these selection criteria: customer type and salesman, renter department. Change History: Author Date Comments Jessica Flint Sept. 10,1993 */ define string type[3]=parameter/cls/line=10/prompt=”Enter the customer type: #A-ALL/CA-Cash/BG-Bad/AR/AC-AR but COD/PR-Prospect “ /uppercase default “#A” define string bus_type[2]=parameter/cls/line=10/prompt= “Enter the Business Type or #A to select […]

Customer Notes by Date Range

Report Output Example: ********************************************************************************************************** define date dt = parameter/prompt = “Enter Beginning Date to Report” define date edt = parameter/prompt = “Enter Ending Date to Report” where ( cs_comm:cs_scomment_date >= dt and  cs_comm:cs_scomment_date <= edt) list/nobanner/domain=”cs_comm”/title = “CUSTOMER NOTES BY DATE RANGE” cs_comm:cs_key cs_main:cs_name /heading = “CUSTOMER” cs_comm:cs_scomment_date /width = 8/heading = “COMMENT-DATE” cs_comm:cs_clerk_init/heading = […]

Customer Contact Info for New Customers by Date

Report Output Example: ********************************************************************************************************** define date begindt = parameter/prompt=”Enter Beginning Date to Report”; where cs_main:cs_setup_date >= begindt list/nobanner/title = “New Customer Contact Info”cs_main:cs_setup_date/width = 8 cs_key cs_type_code cs_name cs_address_1/heading = “ADDRESS 1” cs_address_2/heading = “ADDRESS 2” cs_city al_st_code/heading = “STATE” al_zipcode/heading = “ZIP” cs_contact/heading = “MAIN CONTACT” cs_phone_1/heading = “PHONE 1” cs_p_1_type /heading = “TYPE” […]

List of Customers with Sales by Location

List of Customers with Sales by Location (and Date Range) The following report will show customers who have invoices totaling more than a selected amount within a given timeframe at a given location (or all locations): define string loc[3]=parameter/prompt=”Enter Location (#A = All) ” default “#A”; define date begindt = parameter/prompt=”Enter Beginning Date ” default […]

List of Customer E-mail Addresses

To get a list of primary e-mail addresses from current customer accounts by customer type, run the following: define string type[2]=parameter/prompt=”Enter Customer Type to Include, or #A for All “/uppercase where cs_main:cs_email_address>”” and (cs_type_code=type or type= “#A”) and cs_status= “O” list/nodefaults cs_name cs_email_address cs_contact  

Customers Setup To Require EC1/EC2

Report Output Example: ************************************************************************************* list/nobanner/title=”Customers Setup To Require EC1/EC2″/domain=”cs_main” cs_main:cs_key cs_main:cs_type_code cs_main:cs_name cs_main:cs_ec1_required/heading=”EC1-REQUIRED” cs_main:cs_ec2_required/heading=”EC2-REQUIRED” sorted by cs_main:cs_key

Inactive Customer Report

/*  The following report lists all customers who have not had a contract     since a user-selected date. */ define std_date cutoffdate = parameter/prompt=”Enter the Cut-off Date for Most Recent Contract” default todaysdate-365 where cs_main:cs_last_cont_date<cutoffdate and cs_main:cs_status=”O” and cs_key>3 and cs_type_code <>”BG” list/nobanner/domain=”cs_main” cs_main:cs_key cs_name cs_address_1/heading=”ADDRESS” cs_main:cs_city al_st_code al_zipcode cs_last_cont_date/width=8 cs_main:cs_phone_1/heading=”PHONE” cs_ltd_sales sorted by cs_main:cs_last_cont_date/descending […]

Duplicate Customers List (Updated)

Report Output Example: ******************************************************************************************************** /*The following report will find duplicate customer records based on matching phone numbers:*/ define file x = access cs_main, set cs_main:cs_has_ar = “N”, one to many define file y = access cs_main, set cs_main:cs_has_ar = “Y”, one to many find cs_main with cs_main:cs_phone_1 <> 0 and with any (cs_main:cs_key <> x:cs_key […]