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Knowledge Base Articles
/*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 set cr_contract=cs_inv:cs_invoice generic
define file crtot = access cr_totls set cr_transaction=crmain:cr_transaction generic
define number RENTALS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and cs_iamount>0 and crtot:cr_rental > 0 then 1 else 0
define number RETAIL = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and cs_iamount>0 and crtot:cr_rental = 0 then 1 else 0
define number WORKORDERS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="W" and cs_iamount>0 then 1 else 0
sum/nobanner/nototals/domain=”cs_inv”/title=”Number of Transactions Completed”
RENTALS
RETAIL
WORKORDERS
by start/heading=”FROM”/mask=”mm/dd/yy” enddt/heading=”TO”/mask=”mm/dd/yy”/newpage
list/nobanner/domain=”sl_vndet”/title = “COST BY VENDOR”
fs_vendor:fs_vendor_desc
sl_vndet:sl_mfg_cat_no/heading = “MFG CAT NO” sl_name_t:sl_name sl_vndet:sl_vend_cat_no/heading = “VENDOR-CAT NO” sl_last_ord_date/heading = “LAST ORDERED-DATE”
sl_last_unit_cost/heading = “LAST ORDERED-COST”
sorted by fs_vendor:fs_vendor/newlines=2
“Which statuses do you want to include #A to select ALL >”/uppercase
/* The following report will give you Cost of Goods Sold values over a selected date range summarized by category. It includes sales and work orders. */
define file acq = access sl_acost set sl_acost:sl_mfg_cat_no = cr_cogs:sl_mfg_cat_no generic
define file slmain = access sl_main set sl_mfg_cat_no=cr_cogs:sl_mfg_cat_no generic
define file slcateg = access sl_categ set sl_category=slmain:sl_category generic
define string categ[22]=if val(slcateg:sl_category) <> 0 then
str(val(slcateg:sl_category)“99”) + ” “+ slcateg:sl_category_desc else
pad(slcateg:sl_category” “) + ” “+ slcateg:sl_category_desc
define Ascii Date from_date = parameter/cls/line=11/prompt=” Enter Beginning Date “
define Ascii Date to_date = parameter/cls/line=11/prompt=” Enter Ending Date “
define string Loc[3] = parameter/cls/line = 10/prompt = ” Enter Store Location or #A for all locations “/uppercase default “#A”
define string special_var[1] = parameter/cls/line=11/prompt=” Include Special Sales Items Y/N “/uppercase default “Y”
define string rental_var[1] = parameter/cls/line=11/prompt=” Include Rental ItemSales Y/N “/uppercase default “Y”
define number extcost = cr_cogs:cr_sl_quantity * cr_cogs:sl_stand_item_cost
define string ticketloc = if cr_cogs:cr_transaction=cr_main:cr_transaction then cr_main:al_location else wo_main:al_location
where cr_cogs:cr_sl_date >= from_date and cr_cogs:cr_sl_date <= to_date and
(trun(cr_main:al_location)= trun(Loc) or Loc = “#A”) and
(not(trun(acq:fs_invoice_no) = “RENTALSL”) or rental_var = “Y”) and
(not(trun(acq:fs_invoice_no) = “SPECIAL”) or special_var = “Y”)
sum/title=“Cost of Goods Sold by Category”/domain=“cr_cogs”/nobanner/pagewidth=255
extcost/noheading/mask=“——-9.99”
across
ticketloc/heading=“Location”
by from_date/mask=“mm/dd/yy”/heading=“FROM”
to_date/mask=“mm/dd/yy”/heading=“TO”/newpage
categ/heading=“Category”
define string cat=parameter/prompt=”Sales Item Category: “/uppercase
define date begin_dt=parameter/prompt=”Beginning Sales Date: “
define date end_dt=parameter/prompt=” Ending Sales Date: ”
where sl_main:sl_category= cat and
cr_main:cr_in_due_date>=begin_dt and
cr_main:cr_in_due_date<=end_dt and
cr_contract_closed= “Y”
list/title=”Detailed Sales History Report”/nobanner/domain = “cr_sales”
cr_main:cr_contract
cs_main:cs_name/heading=”CUSTOMER NAME”
cr_sales:sl_mfg_cat_no
sl_name_t:sl_name/heading=”ITEM DESCRIPTION”
cr_main:cr_in_due_date/heading=”SALE-DATE”/mask=”MM/DD/YY”
cr_sales:cr_sl_quantity/width=10/nocommas/heading=”QUANTITY”
cr_sl_ext_amt_net/heading=”ITEM-TOTAL-$$”
cr_totls:cr_ticket_total/heading=”TOTAL-ORDER-$$”
sorted by cr_main:cr_in_due_date/total/month/heading=”MONTH” cr_contract
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cat/heading=”For Category: “/newline
begin_dt/heading=”FROM “/mask=”MM/DD/YY” end_dt/heading=” TO “/mask=”MM/DD/YY”/newline=2
–The following report shows who purchased a given Sales item over a –specified date range:
define string mfg_no[20]=parameter/prompt=”Sales Item Manufacturer’s Catalogue Number: “/uppercase
define date begin_dt=parameter/prompt=”Beginning Sales Date: “
define date end_dt=parameter/prompt=” Ending Sales Date: ”
where cr_sales:sl_mfg_cat_no=mfg_no and
cr_main:cr_in_due_date>=begin_dt and
cr_main:cr_in_due_date<=end_dt and
cr_contract_closed= “Y”
list/title=”Detailed Sales History Report”/nobanner
cr_sales:sl_mfg_cat_no cr_main:cr_contract cs_main:cs_name/heading=”CUSTOMER NAME”
cr_main:cr_in_due_date/heading=”SALE-DATE”/mask=”MM/DD/YY”
cr_sales:cr_sl_quantity/width=10/nocommas/heading=”QUANTITY” cr_sl_ext_amt_net/heading=”ITEM-TOTAL-$$”
cr_totls:cr_ticket_total/heading=”TOTAL-ORDER-$$”
sorted by cr_main:cr_in_due_date/total/month/heading=”MONTH” cr_contract
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mfg_no/heading=”FOR ITEM#”/newline
sl_name_t:sl_name/heading=”ITEM DESCRIPTION”/newline
begin_dt/heading=”FROM “/mask=”MM/DD/YY” end_dt/heading=” TO “/mask=”MM/DD/YY”/newline=2
This report will give a list of Work Orders that a given Part has been used on.
define string mfg_no[20]=parameter/prompt=”Sales Item Manufacturer’s Catalogue Number: “/uppercase
define date begin_dt=parameter/prompt=”Beginning Sales Date: “
define date end_dt=parameter/prompt=” Ending Sales Date: ”
define file csmain = access cs_main set cs_key=wo_main:cs_key generic
where wo_parts:sl_mfg_cat_no=mfg_no and
wo_main:cr_comp_date>=begin_dt and
wo_main:cr_comp_date<=end_dt and
cr_contract_closed= “Y”
list/title=”Detailed Work Order History Report”/nobanner/domain=”wo_parts”
wo_parts:sl_mfg_cat_no wo_main:cr_contract/heading=”WORK ORDER#”
csmain:cs_name/heading=”CUSTOMER NAME”
wo_main:cr_comp_date/heading=”SALE-DATE”/mask=”MM/DD/YY”
wo_parts:wo_quantity_used/width=10/nocommas/heading=”QUANTITY” wo_sl_ext_amt_net/heading=”ITEM-TOTAL-$$”
cr_totls:cr_ticket_total/heading=”TOTAL-ORDER-$$”
sorted by wo_main:cr_comp_date/total/month/heading=”MONTH” cr_contract
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mfg_no/heading=”FOR ITEM#”/newline
sl_name_t:sl_name/heading=”ITEM DESCRIPTION”/newline
begin_dt/heading=”FROM “/mask=”MM/DD/YY” end_dt/heading=” TO “/mask=”MM/DD/YY”/newline=2
define file categ = access sl_categ set sl_category = sl_main:sl_category
list/domain = “sl_main”/duplicates/title=”SALES ITEMS BY INCOME ACCOUNT”/nobanner
sl_main:sl_mfg_cat_no
sl_name_t:sl_name
sl_main:sl_category
categ:sl_category_desc gl_acct
sorted by sl_categ:gl_acct sl_main:sl_category
The following report will show quantities of sales items on hand and the quantity sold at locations numbered ‘100’ and ‘200’. (Note – you can change the location identifications and/or add more locations by editing the variables defined and listed)
define date begdat = Parameter/prompt =”Enter Beginning Sale Month (MM/01/YYYY) “
define date enddat = Parameter/prompt =”Enter Ending Sale Month (MM/01/YYYY) “
define string slcat[3]=parameter/prompt=”Enter Sales Category or ALL for all items”/uppercase
default “ALL”
define number sold100 = if sl_sold:al_location=”100″
and sl_sold_date >=begdat and sl_sold_date <=enddat then sl_sold_qty else 0
define number sold200 = if sl_sold:al_location=”200″
and sl_sold_date >=begdat and sl_sold_date <=enddat then sl_sold_qty else 0
define number qtyoh100= if sl_qtyoh:al_location=”100″ then sl_qty_on_hand else 0
define number qtyoh200= if sl_qtyoh:al_location=”200″ then sl_qty_on_hand else 0
where sl_main:sl_category=slcat or slcat=”ALL”
list/nodefaults/nodetail/domain=”sl_main”
sl_main:sl_category/heading=”CAT”/name=”G”
sl_main:sl_mfg_cat_no/heading=”ITEM#”/name=”A”
sl_name_t:sl_name/heading=”DESCRIPTION”/name=”B”
qtyoh100/heading=”LOC 100-QUANTITY-ONHAND”/name=”C” qtyoh200/heading=”LOC 100-SOLD- “/name=”D”
sold100/heading=”LOC 200-QUANTITY-ONHAND”/name=”E” sold200/heading=”LOC 200-SOLD- “/name=”F”
sorted by sl_main:sl_category sl_mfg_cat_no
end of sl_mfg_cat_no
sl_main:sl_category
sl_main:sl_mfg_cat_no/align=A
sl_name_t:sl_name/align=B
total[qtyoh100]/align=C total[sold100]/align=D
total[qtyoh200]/align=E total[sold200]/align=F
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“SALES ITEMS WITH QUANTITY ON-HAND AND NUMBER SOLD”/center/newline
begdat/mask=”MMM/YYYY”/heading=”SOLD FROM”
enddat/mask=”MMM/YYYY”/heading=”TO”/newline
slcat/heading=”SALES CATEGORY”
From Glenn at Durant’s Tents and Events:
define string mfg[20]=parameter/uppercase/prompt =
“Enter SL_MFG_CAT_NO “
define string loc = parameter/uppercase/prompt =
“Enter Location #A for All ” default “#A”
where cr_main:cr_contract_closed <> “Y” and
(loc = “#A” or cr_main:al_location =loc)
and trun(cr_sales:sl_mfg_cat_no) = trun(mfg)
LIST/nobanner/domain=”cr_sales”/title =
“Sales Items Committed on Open Tickets”/nocommas
cr_main:cr_trans_type
cr_main:cr_contract cr_main:cr_reservation al_location
cr_sales:sl_mfg_cat_no cr_trans_type cr_trans_status
cr_sales:cr_sl_date/width=8/heading=”DATE”
cr_sales:cr_sl_quantity/heading=”QTY” cr_sl_price/heading=”UNIT-PRICE”
cr_sl_ext_amt_net/heading=”TOTAL-PRICE”
sorted by cr_main:al_location/total cr_transaction
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If you are new to the Knowledgebase, or just having a hard time finding what you are looking for.. this document should help. Things will continue to change as we make further changes to this site. We thank you for your patience and are happy to assist you in finding your way.
October 20, 2021
Live from ARA 2021! It’s Kristin from 3D Event Designer with a new presentation highlighting CAD Event planning from within your Alert Software. https://vimeo.com/636780507/bf1c8436ce
Whether you need to update your pricing for the upcoming year in order to quote updated prices for future events, or perhaps you have some equipment that is seasonal and you want to modify pricing for an upcoming season. Flex Rates will allow you to do that. Take a look at our updated Flex Rate […]
This document will assist you in setting up an Administrative Fee, based on a percentage of total Rental Items and Sales Items on a ticket. The fee will auto update as you add or delete items, and can be changed to a fixed amount from the ticket.
October 13, 2021
This document provides both set up and workflow instructions for Changing the Location on an open ticket. (This is an add-on feature and has an associated cost.)
October 12, 2021
If you’ve ever processed Finance Charges, then been handed a stack of checks that haven’t been entered, this is the document for you.. Easy to follow steps to reverse your Finances Charges.
September 2, 2021
In some cases, when creating a credit ticket for a Customer for an amount different than the original ticket, you may need to update a Tax Rate or Damage Waiver to reflect your new credit amount. The attached document will walk you through that process.
Would you like your warehouse staff to have a real time look at delivery information, Customer pickup/loading information, or pre-delivery pull lists? Bright sign might be your answer. Take a look at Eric’s video for a demonstration. Bright Sign Video
September 1, 2021
Watch and learn as Jeff completes his discussion on Work Orders and Preventative Maintenance. Video #3 Link
August 23, 2021
Jeff continues his journey through Work Orders and Preventive Maintenance. Video #2 Link
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