Knowledge base

#11 Number of Customers Invoiced

Report Output Example: ************************************************************************************************ /* This report will count the number of invoiced customers, defined as any ticket posted to AR or FC.*/ define date start = parameter/prompt = “Enter Start date for Fiscal Year” define date enddt = parameter/prompt = “Enter End Date for Fiscal Year” default start +364 define file crmain = access […]

May 21, 2020

#12 Number of Transactions Completed

Report Output Example: ******************************************************************************************************************* /*Completed transactions during the time period with a value > $0.00 (regardless of when they were originally started). */ define date start = parameter/prompt = “Enter Start date for Fiscal Year” define date enddt = parameter/prompt = “Enter End Date for Fiscal Year” default start +364 define file crmain = access cr_main, […]

Alert How To Videos

We have created a collection of Alert ‘how to’ videos.  From the knowledgebase you will see a blue folder called “Videos – How To” in the folder tree on the left of the screen.  If you click on the plus sign next to the blue folder you will see subfolders of videos by category. The actual videos are inside the […]

All Open Estimates and Work Orders

Report Output Example: ********************************************************************************************************** where wo_main:cr_contract_closed = “N” list/nobanner/noreporttotals/domain=”wo_main”/pagelength=60/title=”Open Work Orders and Estimates” wo_main:cr_estimate/mask=”ZZZZZZZ9″/heading=”EST#” wo_main:cr_contract/heading = “WO #” wo_main:cr_trans_type/heading= “CURRENT-STATUS” wo_main:cs_key/mask=”ZZZZZ9″/heading=” CUST#” cs_main:cs_name/duplicates/heading=” NAME” wo_main:cr_open_date/width=8/heading=” ORD” wo_main:rc_inv_no+”-“+fa_ref_no/heading=”    ITEM” wo_main:wo_item_descr/heading=” DESC” wo_main:wo_brand_model/heading=” BRAND” wo_main:wo_ser_number/heading=” SER#” sorted by wo_main:cr_trans_type wo_main:cs_key

Purchase Order List with Totals

/* PO Report (Detail version)    */ /* sl_polsd.eq LSBailey 6/4/04   */ define file slpodet = access sl_podet,                       set sl_po_req_no = sl_pohdr:sl_po_req_no, one to many , generic define file slnamet = access sl_name_t, set sl_mfg_cat_no =                       slpodet:sl_mfg_cat_no, one to one, generic define std_date open_beg_date = parameter/prompt=”Beginning for Open Date” define std_date open_end_date = parameter/prompt=”Ending […]

Unpaid Closed Warranty Work Orders

define file warcust = access cs_main, set cs_main:cs_key = wo_main:warranty_key, generic file warinv = access cs_inv, set cs_inv:cs_key = wo_main:warranty_key, set cs_inv:cs_invoice =wo_main:cr_contract, one to one, generic   where   ( wo_main:cr_contract_closed = “Y” ) and    (wo_type:work_under_warranty_flag = “Y” )  and (warinv:cs_iamount <> warinv:cs_ipaid)   list/domain=”wo_main”/noreporttotals   wo_main:cr_contract/heading=”WO#”   wo_main:al_location   warcust:cs_name/heading =”WARRANTOR”   […]

Summary of Closed POs by Vendor and Date Range

define std_date open_beg_date = parameter/prompt=”Beginning for Open Date” define std_date open_end_date = parameter/prompt=”Ending for Open Date” where ( sl_pohdr:sl_po_status = “C”)and ( sl_pohdr:sl_po_open_date >= open_beg_date and sl_po_open_date <= open_end_date) sum /nobanner/title=”Vendor Summary Report for Closed POs”/noheadings sl_pohdr:sl_po_amount_approved by fs_vendor:fs_vendor_desc/heading=”Vendor”/duplicates sl_pohdr:al_location/heading=”Loc” Report Output Example

WO Invoiced by Date Range

define date begindt = parameter/prompt = “Enter Begining Date to Report” default todaysdate -1; date enddt = parameter/prompt = “Enter Ending Date to Report” where     begindt <= wo_main:cr_comp_date and   enddt >= wo_main:cr_comp_date and   wo_main:cr_contract_closed = “Y” and   cr_finpy:cr_pay_type one of “AR”, “FC” list/domain = “WO_main”/nobanner/title=”WO Invoiced in Date Range with Prefered Customer Contact Info” wo_main:cr_comp_date/width=8/heading […]

Rentrain Report for PID#

For customers that have bought RenTrain that will allow them to easily see if an item has a PID. This report can be run for a selected rental class or all.  It can then show all items, only those without any kind of PID or only those that have a PID.  define   string rcoral[ 4 […]

Open Internal Work Orders with Number of Days Open

define string wo_loc = parameter/uppercase default “#A” ; where ( wo_main:cr_contract_closed <> “Y” ) and ( fa_key <> “” ) and ( al_location = wo_loc or wo_loc = “#A” ) list/domain=”wo_main”/nobanner/title=”OPEN WORK ORDERS WITH OPEN DAYS” wo_main:cr_contract/heading=”WORK-ORDER#” wo_main:al_location wo_main:fa_key wo_main:wo_item_descr todaysdate-(wo_main:cr_open_date)/heading=”DAYS” sorted by todaysdate-(wo_main:cr_open_date)/descending