Knowledge base

Cost of Goods Sold by Ticket

Report Output Example: ************************************************************************************************************ define number contno = parameter/prompt=”Enter Contract Number” define file slnamet = access sl_name_t, set sl_mfg_cat_no=cr_cogs:sl_mfg_cat_no, generic where cr_main:cr_contract=contno list/nobanner/domain=”cr_main”/title=”COST OF GOODS SOLD BY TICKET” cr_main:cr_contract cs_main:cs_name/heading=”CUSTOMER NAME” cr_cogs:sl_mfg_cat_no slnamet:sl_name cr_cogs:cr_sl_quantity/heading=”QUANTITY”/nototal cr_sl_price/heading=”UNIT-PRICE”/nototal cr_cogs:sl_stand_item_cost/heading=”UNIT-COST”/nototal cr_sl_ext_amt_net/heading=”EXTENDED-PRICE” (cr_cogs:cr_sl_quantity * sl_stand_item_cost)/heading=”EXTENDED-COST” (cr_sl_ext_amt_net – (cr_cogs:cr_sl_quantity * sl_stand_item_cost))/heading=”PROFIT” sorted by cr_transaction sl_mfg_cat_no

May 21, 2020

Resale on Reservation Summary Report

/*==================DOCUMENTATION========================*\ Name: Resale_P – This is a SUM REPORT by resale item. This report will give you a total sum reserved for sell – between the dates selected. – This report displays CURRENT QTY ON HAND, SELL QTY, CATEGORY, and RESALE ITEM NAME – This report will show you the customer name on the reservation. […]

Resale Items on Reservations Report

/*====================DOCUMENTATION=======================*\ Name: Resale_L – This is a LIST REPORT by resale item. This report will give you all the reservation numbers – that have the resale item going out depending on the date range you have selected. – This report will give you the CURRENT QTY ON HAND, not qty on hand after the reservations. […]

Report of Additional Discounts Given at Counter

Below is a report to compare customer discount with the ticket discount to see if the sales staff is providing additional discounting.     define   string nmj = parameter prompt “Enter Location” ;   date blfgk = parameter prompt “Enter Start Date” ;   date gklss = parameter prompt “Enter End Date” ;   where […]

List of Cycle/Renewal Billings for a Contract

Use the following report to get a list of billings for a given contract number: define number origtckt = parameter/prompt=”Enter Original Contract Number “ file crmain9 = access cr_main, set cr_transaction=cr_log:new_cr_transaction, exact file crtotls = access cr_totls, set cr_transaction=cr_log:new_cr_transaction, exact file csmain = access cs_main, set cs_key=cr_main:cs_key, generic where cr_main:cr_contract=origtckt and cr_log:cr_trans_stat one of “RB”,”AB” […]

Overbooked / Overcommitted Sales Items

where sl_qtyoh:sl_qty_committed>sl_qty_on_hand and sl_qty_committed>0 list/nobanner/domain=”sl_qtyoh”/title=”OVERCOMMITTED SALES ITEMS” sl_qtyoh:sl_mfg_cat_no sl_name_t:sl_name sl_qtyoh:sl_qty_on_hand/nototal sl_qty_committed/nototal fs_manufacturer fs_vendor sorted by sl_mfg_cat_no

Tickets with Sales Items Listed

define string ttype[1]=parameter/prompt=”Report [R]eservations, [C]ontracts, [B]ids, or [A]ll?”/uppercase valid “R”,”C”,”B”,”A” define string futr[1]=parameter/prompt=”Only include [U}pcoming orders or     include [C]urrent orders as well?”/uppercase valid “U”,”C”define number ticktno=if cr_main:cr_trans_type=”C” then cr_contract else   if cr_main:cr_trans_type=”R” then cr_reservation else cr_transaction where (cr_main:cr_trans_type=ttype or ttype=”A”) and   (futr=”C” or cr_main:cr_out_date>=todaysdate) and     cr_sales:cr_transaction=cr_main:cr_transaction and   cr_main:cr_contract_closed=”Y” list/domain=”cr_sales”/nobanner/title=”ORDERS WITH SALES […]

AR Customers who have not done business with you in the last year…

Report Output Example: ********************************************************************************************************** /*The following report lists AR customers who have not done any business with you in the last year:*/ where cs_main:cs_type_code= “AR” and cs_last_cont_date < todaysdate-365 list/nobanner/title=”AR CUSTOMERS WITH NO ACTIVITY IN THE LAST YEAR” cs_main:cs_key cs_name cs_address_1 cs_city al_st_code al_zipcode cs_last_cont_date cs_contact cs_phone_1 sorted by cs_main:cs_name

Assets at Wrong Location for Upcoming Reservation report

Report Output Example: ********************************************************************************************************** define std_date begdate = parameter/prompt=”Enter Reginning Reservation Date to Include” default todaysdate; define std_date enddate = parameter/prompt=”Enter Ending Reservation Date to Include” default todaysdate + 14; define file ocrmain = access cr_main, set cr_contract = fa_main:cr_contract_on_rent, generic where cr_main:cr_trans_type=”R” and cr_main:al_location<> fa_main:al_location and fa_main:fa_type=”I” and cr_main:cr_out_date>=begdate and cr_main:cr_in_due_date<=enddate list/nobanner/domain=”cr_fixat”/title=”ASSETS AT WRONG […]

Advanced Pull Report

Multi-Group/Multi-Department Pull Report (Run for a specific ticket or date range, for Delivery/Will-Call or both, and by location) Ticket prompt works the same way as the Counter Ticket Screen. (valid examples: R1234567 or C12345678) Note: The prompts in this report will pre-populate information based on your previous prompt selections for ease of entry. ______________________________________________________________ Everything […]