Knowledge base

This report will show all unpaid invoices older than a given date, sorted by customer for collection calling: define date enddate = parameter/prompt=”Enter Ending Invoice Date to Report” default todaysdate-60 ; where cs_inv:cs_icreate_date<=enddate and cs_iamount<>cs_ipaid list/domain=”cs_inv”/nobanner/title=”OVERDUE INVOICES” cs_inv:cs_key/noduplicates cs_main:cs_name cs_inv:cs_invoice cs_idescription/heading=”DESCRIPTION” cs_inv:cs_icreate_date/heading=”INVOICE-DATE”/mask=”mm/dd/yy” cs_inv:cs_iamount/heading=”INVOICE-AMOUNT” cs_inv:cs_ipaid/heading=”PAID” cs_main:cs_contact cs_phone_1/heading=”PHONE” cs_bal:cs_last_pmt_amt cs_last_pmt_date/mask=”mm/dd/yy” cs_last_pmt_check sorted by cs_main:cs_name/newlines=2 cs_inv:cs_icreate_date cs_invoice top […]

May 21, 2020

The following report will list customers who are Non-Taxable but who do not have a Tax Exempt Certificate listed in their account records: where cs_main:cs_tax_status=”N” and cs_tax_id=” “  list/nobanner/domain=”cs_main”/title=”NON-TAXABLE CUSTOMERS WITHOUT TAX CERTIFICATES”   cs_key cs_name[1,25] cs_address_1/heading=”ADDRESS” cs_city   al_st_code/heading=”ST” al_zipcode[1,5]/heading=”ZIP”   cs_contact[1,20] cs_phone_1/heading=”PHONE” cs_type_code   cs_tax_status/heading=”TAX” cs_tax_id/heading=”TAX-ID” sorted by cs_name

Resale on Reservation Summary Report – by location /*==================DOCUMENTATION========================*\ –added location parameter 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 – […]

–The Dollar Amounts on this report will not be accurate if running for a Date Range AFTER you have deleted or purged bids in the same Date Range.  It should be run for a date range in the past, before purging/deleting bids for that time frame. –A converted Bid is one that had been created, converted […]

Report Output Example: ********************************************************************************************************** define file crmain = access cr_main, set cr_main:cr_contract = cs_inv:cs_invoice, generic; date START = parameter prompt “Enter Starting Event Date”; date END2 = parameter prompt “Enter Ending Event Date”; number AMTMIN = parameter prompt “Enter Minimum Cutoff Amount”; number AMTMAX = parameter prompt “Enter Maximum Cutoff Amount”; string sort_by = parameter/prompt […]

Report Output Example: ************************************************************************************************ The “MONIES COLLECTED AT DIFFERENT STORES” report that runs with the Daily Transactions Listing report for multi-store operations doesn’t provide a detailed breakdown of the method of payment for each amount, making it hard to balance the cash drawer if there is a lot of interstore payments due.  The following report replaces the […]

Report Output Example: *********************************************************************************************************************************** define std_date begindt = parameter/prompt=”Enter Beginning Date to Report ” define std_date enddt = parameter/prompt=”Enter Ending Date to Report ” define string glacct = parameter/prompt=”Enter GL Account to Report ” default “#A” define file csmain_cr = access cs_main, set cs_key=cr_main:cs_key, generic define file csmain_wo = access cs_main, set cs_key=wo_main:cs_key, generic where […]

/* The following report lists tickets that have been saved as Reservations or Contracts but have been switched back to Bids and saved */ define date begdate = parameter/prompt=”Enter beginning date to report “ define date enddate = parameter/prompt=”Enter ending date to report “ define string loc[3] = parameter/prompt=”Enter Store to report or ALL for […]

—  this is a sum version of the clerk activity report define string location = parameter/cls/line=9/prompt=”Enter store location “/uppercase default “#A” define string clerk = parameter/cls/line=9/prompt=”Enter clerk “/uppercase default “#A” define date begin_date[8]=parameter/prompt=”Enter begin date ” default date(str(todaysdate,”MM/01/YY”)) define date end_date[8]=parameter/prompt=”Enter end date ” default todaysdate define file crmain = access cr_main, set cr_main:cr_transaction = […]

Report Output Example: ********************************************************************************************************* /*=============================DOCUMENTATION================================* Name: CR_DLYPY Overview:  Daily received on account *=========================END OF DOCUMENTATION=============================*/ define ascii date bb=parameter/prompt=”Enter the starting date of counter payments to dump:” define ascii date end_date=parameter/prompt=”Enter the ending date of counter payments to dump:” define std_date business_date=bb define std_date to_date=end_date define string inccash[1]=parameter/prompt=”Include cash payments?” default “Y” define string inccheck[1]=parameter/prompt=”Include […]