Knowledge base

Expiring Customer Insurance Certificates

Report Output Example: ****************************************************************************************************************** The following report lists all customers with Insurance Certificates that are either expired or will epire in the next 30 days: — Updated 12/31/14 to add contact and e-mail link where cs_main:cs_insurance_date < todaysdate + 30 and cs_insurance_date > 0 list/nobanner/domain=”cs_main”/title=”EXPIRED AND EXPIRING CUSTOMER INSURANCE CERTIFICATES” cs_main:cs_key cs_main:cs_name cs_main:cs_address_1/heading=”ADDRESS” cs_main:cs_city cs_main:cs_insurance_date/heading=”INSURANCE-EXPIRE-DATE”/mask=”MM-DD-YYYY” […]

May 21, 2020

Top YTD Customer Labels

  Top YTD Customer Labels edited 12/12/11 – These labels print on Avery 5160 labels (30 per page, 3 across, 10 down)   define number maxcusts = parameter/prompt = “Number of customers to print labels for” default 100 ; define file alparam = access al_param, set al_param:al_location = “”,  approximate; where cs_main:cs_key <> alparam:cs_cash_key label/labeltype=”5160 Address”/domain=”cs_main” […]

Ticket Totals by Customer Business Type

define file csbscod = access cs_bscod, set cs_bscod:cs_business_type = cs_main:cs_business_type, generic; date st = parameter prompt “Enter Starting Out Date to Report” ; date en = parameter prompt “Enter Ending In Date to Report” ; where ( cr_main:cr_out_date >= st ) and ( cr_main:cr_in_due_date <= en ) sum/nobanner/domain=”cr_main” cr_totls:cr_ticket_total by cs_main:cs_business_type csbscod:cs_business_desc

Closed Ticket Total By Month By Zip Code

Report Output Example: *********************************************************************************************************** define date rundt=parameter/prompt=”Enter starting date” define date rundt2=parameter/prompt=”Enter ending date” define string zip = parameter/prompt= “Enter Zip to Report by (1)customer zip (2)job zip (3)zip used to find taxes” define file crmain = access cr_main, set cr_main:cr_contract = Cs_inv:cs_invoice, generic define sort_var = switch(zip) case “1”: cs_main:al_zipcode case “2”: if crmain:cr_job_zip […]

Application of Old Unapplied Payments

Report Output Example: ******************************************************************************************************** define std_date postdate = parameter/prompt=”Posting Date to Report ” define string cmuse[1] = Parameter/prompt=” Include Credit Memos (No for Cash Accounting)”/uppercase valid “Y”,”N” default “N” where cs_pall:cs_apost_date = postdate and cs_pymt:cs_ppost_date = postdate and cs_payment_date<>postdate and ((cmuse =”Y”) or (cmuse=”N” and cs_pmt_type<>”CM”)) list/nobanner/domain=”cs_pall” cs_pymt:cs_key cs_main:cs_name cs_pymt:cs_check cs_pmt_type cs_payment_date/width=8 cs_pall:cs_invoice cs_aamount/heading=”AMOUNT” cs_apost_date/width=8/heading=”APPLIED-DATE” […]

Rentals by Customer – Detail

　 define number custkey = parameter prompt “Enter Customer Account Number ” ; std_date begdate = parameter/prompt=”Enter Beginning Date to Report ” default todaysdate-365; std_date enddate = parameter/prompt=”Enter Ending Date to Report ” default todaysdate; where cr_main:cs_key=custkey and cr_main:cr_in_due_date>=begdate and cr_main:cr_in_due_date<=enddate and cr_main:cr_trans_type=”C” List/nobanner/domain=”cr_fixat”/title=”EQUIPMENT RENTED BY CUSTOMER”/dup cr_main:cr_contract/heading=”CONTRACT” cr_main:cr_out_date/heading= “OUT”/width = 8 cr_in_due_date/heading=”IN”/width=8 cr_fixat:fa_key/noheading fa_main:fa_name/heading= […]

Earnings for 1 Renter Department by Date Range

Report Output Example: ********************************************************************************************************************* define Ascii Date from_date = parameter/cls/prompt=” Enter Beginning Date ” define Ascii Date to_date = parameter/line=3/prompt=” Enter Ending Date ” define string code = parameter/prompt = “Enter Renter Departmet”/uppercase define string Loc[3] = parameter/line=5/prompt = ” Enter Store Location or #A for all locations “/uppercase define string acct_type[1] = parameter/line=7/prompt=”Enter C […]

Customers with Unused Credits or Payments

Report Output Example: ************************************************************************************************************ find cs_main with any  ((cs_inv:cs_iamount – cs_ipaid)<0) or with any (cs_pymt:cs_pamount – cs_pallocated) <>0 list/nobanner/title=”CUSTOMERS WITH CREDITS”/noblanklines/domain = “cs_main” cs_main:cs_key cs_main:cs_name if (cs_inv:cs_iamount – cs_ipaid)<0 then {cs_inv:cs_invoice (cs_iamount – cs_ipaid)/heading=”CREDIT-REMAINING”} if (cs_pymt:cs_pamount – cs_pallocated)<>0 then{ cs_pymt:cs_check (cs_pymt:cs_pamount – cs_pallocated)/heading=”UNAPPLIED-PAYMENT-AMOUNT”} sorted by cs_main:cs_key

Sales by Customer / Date Range

/* The following report will ask for a customer key and date range and list all sales to that customer in that date range by contract. Updated 4/18/14 to include location and serial number. */ define number acctno = parameter/prompt=”Enter Customer Account Number “ define date begindt = parameter/prompt=”Enter Beginning Sale Date to Include “ define […]

Customer Credit Limit List

Report Output Example: *************************************************************************************************************************************** define string type[3]=parameter/cls/line=10/prompt=”Enter the customer type: #A-ALL/CA-Cash/BG-Bad/AR/AC-AR but COD/PR-Prospect ” /uppercase define string bus_type[2]=parameter/cls/line=10/prompt=”Enter the Business Type or #A to select all Business Types”/uppercase define file wkdeflt = access wk_deflt, set wk_def_set = “1”, generic where (trun(type) = trun(cs_main:cs_type_code) or type = “#A”) and (cs_main:cs_business_type = bus_type or bus_type = “#A”) […]