Knowledge base

Maintenenace Forms List with Details

define file fawrkty = access fa_wrkty, set fa_wrkty:form_no = fa_frmcd:form_no, one to many, generic; file fawrkpa = access fa_wrkpa, set fa_wrkpa:form_no = fa_frmcd:form_no, set fa_wrkpa:work_type = fawrkty:work_type, one to many, generic; file fawktyc = access fa_wktyc, set work_type = fawrkty:work_type, generic file famchcd = access fa_mchcd, set mechanic_code=fawrkty:mechanic_code, generic file slnamet = access sl_name_t, set […]

May 21, 2020

Job / PO Addresses, Zip Codes and Tax codes

list/domain=”cs_job”/nobanner/title=”JOB / PO ADDRESSES, ZIP CODES AND TAX CODES” cs_job:cs_key cs_main:cs_name cs_job:cs_project_po cs_job_name cs_job_address_1/heading=”JOB-ADDRESS” cs_job:cs_job_city cs_job_state cs_job_zip st_tax_area sorted by cs_main:cs_name/newlines cs_job:cs_project_po

Customers with Unapplied Payments

Report Output Example: ************************************************************************************************* /*This report will list all customers who currently have unapplied payments. It does not include customers with unapplied credit invoices:*/ where cs_pymt:cs_pallocated < cs_pamount list/domain=”cs_pymt”/nobanner/title=”UNAPPLIED PAYMENTS ON ACCOUNTS” cs_main:cs_key cs_name cs_pymt:cs_check cs_payment_date cs_pmt_type cs_pamount/heading=”PAYMENT-AMOUNT” cs_pallocated/heading=”AMOUNT-APPLIED” sorted by cs_pymt:cs_key cs_check

Customers with Rental and/or Sales Percentage Discounts

Report Output Example: ******************************************************************************************************* where cs_main:cs_status=”O” and (cs_main:cs_discount<>0 or cs_sales_discount<>0) list/nobanner/title=”DISCOUNTED CUSTOMERS” cs_main:cs_key cs_name cs_setup_date cs_type_code cs_discount/heading=”RENTAL-DISCOUNT” cs_sales_discount/heading=”SALES-DISCOUNT” cs_ytd_sales cs_ltd_sales cs_bal:cs_curr_balance sorted by cs_main:cs_name

Customers with Different Tax Codes than their Zip Code Requires

Report Output Example: *********************************************************************************************************** define number zipbegin = parameter/prompt=”Enter Beginning Zip Code to Include ” define number zipend = parameter/prompt=”Enter Ending Zip Code to Include” define string custtype=parameter/prompt=”Enter Customer Type to Include (#A = All) “/uppercase default “#A” define string z5 = cs_main:al_zipcode[1,5] define file zip5 = access al_zipcd, set al_zip5 = z5, generic where […]

Customers with a Credit (Negative) Balances

Report Output Example: ******************************************************************************************************************************************************************************* /*The following report lists all customers that show a credit balance on the main customer screen in Alert. If your end of day is not running, this report may not be correct for all customers: */ where cs_bal:cs_curr_balance < 0.00 list/domain=”cs_bal”/nobanner/title=”CUSTOMERS WITH CREDIT BALANCES” cs_bal:cs_key cs_main:cs_name cs_bal:cs_curr_balance cs_accr_balance cs_last_pmt_amt cs_last_pmt_date cs_last_pmt_check […]

Customers Whose Most Recent Contract Was Last Year

Report Output Example: ******************************************************************************************************************************************************************************** /*The following report will list all customers who have done less than $100 in business (due to finance charges etc) this calendar year, and whose last closed contract is dated during the last calendar year. It gives customer names and contact information for the purposes of mailers or similar marketing.*/ where […]

Customers over their Credit Limit

Report Output Example: ************************************************************************************************************************* /*NOTE: This report compares the Credit Limit to the CURRENT Balance. If you prefer to compare against the ACCRUED balance, change the last field in the WHERE clause to ‘cs_bal:cs_accr_balance’*/ where cs_main:cs_credit_limit>0 and cs_main:cs_credit_limit<cs_bal:cs_curr_balance list/nobanner/domain=”cs_main”/title=”CUSTOMERS OVER THEIR CREDIT LIMITS” cs_main:cs_key cs_name cs_credit_limit cs_bal:cs_curr_balance cs_accr_balance cs_main:cs_contact cs_phone_1/heading=”PHONE” sorted by cs_main:cs_name

Customers by LTD $$ and Last Contract Date Range

Report Output Example: ********************************************************************************************************** /* Report lists all customers who have LTD $ great than a given input who have had a last contract date between given input dates */ define number ltdsales = parameter prompt “Enter lowest LTD $” ; date STDT = parameter prompt “Enter starting last contract date” ; date EDDT = […]

Customer Accounts with Preferred Contact (Print, Fax, E-mail)…

Report Output Example: ********************************************************************************************************** where cs_main:cs_contact_method one of “F”,”X” and cs_phone_2<1 or cs_main:cs_contact_method one of “E”,”Z” and cs_email_address=”” or cs_main:cs_ap_contact_method one of “F”,”X” and cs_ap_fax<1 or cs_main:cs_ap_contact_method one of “E”,”Z” and cs_ap_email=”” list/nobanner/domain=”cs_main”/title=”CUSTOMER ACCOUNTS WITH CONTACT METHOD ISSUES” cs_key cs_name cs_contact_method/heading=”ACCOUNT-CONTACT-METHOD” cs_main:cs_phone_2/heading=”ACCOUNT-FAX-NUMBER” cs_email_address/heading=”ACCOUNT-EMAIL-ADDRESS” cs_main:cs_ap_contact_method/heading=”AP-CONTACT-METHOD” cs_ap_fax/heading=”AP-FAX-NUMBER” cs_main:cs_ap_email/heading=”AP-EMAIL-ADDRESS” sorted by cs_name