Knowledge base

Allocation Detail for a Single Back Office Payment

Report Output Example: ******************************************************************* define number key = parameter/prompt = “Enter Customer Key” define string check = parameter/prompt = “Enter Check #” where cs_pall:cs_key = key and cs_pall:cs_check = check list/domain = “cs_pall”/nobanner/nototal cs_pall:cs_check cs_invoice cs_aamount top of page al_param:al_loc_name/noheading/newline al_loc_address_1/noheading/newline al_loc_city/noheading/newline al_loc_zip/noheading/newline=3 cs_main:cs_key/newline/nohead cs_name/newline/noheading cs_address_1/newline/noheading cs_city/noheading/newline al_st_code/noheading al_zipcode/noheading/newline=2 cs_phone_1/newline=3/nohead end of page box /line […]

May 21, 2020

Customer Volume Report by Month by Year

Report Output Example: *********************************************************************************************************** define date startdt = parameter prompt “Enter Starting Date to Report” ; date enddt = parameter prompt “Enter Ending Date to Report” ; where cs_inv:cs_icreate_date >= startdt and cs_inv:cs_icreate_date <= enddt and cs_inv:cs_inv_type one of “CC”, “WO” sum/title=”Closed Contract Total by Month by Customer”/domain=”cs_inv” cs_inv:units/heading=”# Tickets”/total/width=20 cs_inv:cs_iamount/heading=”Total” across cs_inv:cs_icreate_date/month/year/total/noheading by highest […]

Marketing Zip Code Report by Month for One Year

define date start_of_mo_last_yr = dateadd(todaysdate,0,-1) – day(todaysdate) + 1 where   cs_inv:cs_icreate_date > start_of_mo_last_yr sum/title=”Closed Contract Total by Month by Zip Code – For One Year to Date”/domain=”cs_inv”   cs_inv:cs_iamount/noheading across   cs_inv:cs_icreate_date/month/year/total/noheading by   cs_main:al_zipcode

Customer Ticklers By Key#

Report Output Example: ******************************************************************************************* define number key = parameter/prompt = “Enter Customer Key” define Ascii Date lfrom_date = parameter/cls/line = 10/prompt = “Please Enter Starting Date :” default todaysdate define STD_DATE from_date = lfrom_date define Ascii Date lto_date = parameter/cls/line = 10/prompt = “Please Enter Ending Date :” define STD_DATE to_date = lto_date where cs_tcklr:cs_tdate […]

Print Invoice List by Customer by Date Range

define   number contno = parameter prompt “Enter Customer Key” ; define date begindt = parameter/prompt= “Enter Beginning Date to Include “  define date enddt = parameter/prompt= “Enter Ending Date to Include “     where cs_inv:cs_key=contno and cs_inv:cs_icreate_date>=begindt and cs_icreate_date<=enddt   list/nobanner/title=”Invoice History”/domain=”cs_inv” cs_inv:cs_icreate_date/heading=”Invoice Date” cs_inv:cs_invoice/heading=”Invoice Number” cs_inv:cs_idescription/heading=”Description” cs_inv:cs_inv_type/heading=”Invoice Type” cs_inv:cs_iamount/heading=”Invoice Amount” cs_inv:cs_ipaid/heading=”Amount Paid” […]

AR Customer Credit Limits

Report Output Example: ************************************************************************* where cs_main:cs_type_code = “AR” list/nobanner/title = “AR Customer Credit Limits” cs_main:cs_type_code cs_key cs_name cs_credit_limit sorted by cs_main:cs_name

All customers wtih Insurance Certificates (w/exp dates)

Report Output Example: *********************************************************************************************** where cs_main:cs_insurance_date>00.00.0000 list/nobanner/domain=”cs_main”/title=”CUSTOMER INSURANCE CERTIFICATES” cs_main:cs_key cs_name cs_insurance_date/heading=”INSURANCE-EXPIRE-DATE”/mask=”MM-DD-YY”   cs_dw_required cs_type_code cs_phone_1/heading=”PHONE” cs_contact sorted by cs_insurance_date cs_name

Non-Taxable Customers with ID Addr and Phone

where cs_main:cs_tax_status=”N”  list/nobanner/domain=”cs_main”/title=”NON-TAXABLE CUSTOMERS “   cs_key cs_name[1,25]   cs_address_1/heading=”ADDRESS”   cs_address_2 /heading = “ADDRESS 2”   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

Customer Volume Report with Customer Addresses

/* To make the Marketing Customer Volume Report (also known as the     Comparative Customer Sales Volume Report) include     customer addresses, save the following report in your file://alertwin/custom     or /usr/alertii/custom folder as cs_slcmp.eq   */ Define file MAIN = access cs_main, set cs_main:cs_key = rpt_temp:cs_key, generic Define string cus_include[2] = parameter/cls/line=10/prompt = “Please Enter Customer […]

Percentage of Business by Customer

— The folowing report will show customers in descending volume of business — for a user-selected time frame define date beg_date=parameter/prompt=”Enter Beginning Date for Report” default todaysdate-365 define date end_date=parameter/prompt=”Enter Ending Date for Report” default todaysdate where cs_inv:cs_icreate_date>=beg_date and cs_icreate_date<=end_date and cs_inv_type one of “CC”, “WO” sum/domain=”cs_inv”/nobanner/title=”PERCENTAGE OF BUSINESS BY CUSTOMER” cs_inv:cs_iamount/heading=”TOTAL-CONTRACT-DOLLARS” %cs_inv:cs_iamount of column […]