Knowledge base

AP Contacts List

Report Output Example: *********************************************************************************************************** /* This will list the AP Contact Details for all customers */ where cs_main:cs_ap_contact>”” or cs_ap_email>”” or cs_ap_fax>0 or cs_ap_phone>0 list/nobanner/domain=”cs_main”/title=”CUSTOMER AP CONTACTS” cs_key cs_name cs_ap_contact/heading=”AP-CONTACT” cs_ap_phone/heading=”PHONE” cs_ap_fax/heading=”FAX” cs_ap_email/heading=”EMAIL” cs_ap_contact_method/heading=”CONTACT-METHOD” sorted by cs_name cs_key

May 21, 2020

3-Year Customer Volume by Business Code

Report Output Example: ********************************************************************************************************************************* /* The following report will show total invoices by customer for a three year period.  It can be run for one business code or all customers */ define number rundt=parameter/prompt=”Enter Ending Year to Report (YYYY) ” default year(todaysdate); define string custy=parameter/prompt=”Enter Business Type to Report (#A for All)”/uppercase default “#A”; define […]

Total Rental & Sales for 1 Customer

The following report will total Rental $$ and Sales $$ by month for a selected customer over a given time frame: define unsigned ascii number l_cust_key[6]=Parameter/prompt=”Enter Customer Key “ define std_date from_date = parameter/prompt=”Enter starting date (from contract Close Date) “ define std_date to_date = parameter/prompt=”Enter ending date” define number slsamt= (cr_totls:cr_sales_taxable + cr_sales_nontaxable + […]

Revenue by Rental Group for a Given Customer

define unsigned ascii number l_cust_key[6]=Parameter/prompt=”Enter Customer Key “ define std_date from_date = parameter/prompt=”Enter starting date for contract out date selection “ define std_date to_date = parameter/prompt=”Enter ending date” define file rcmain= access rc_main, set rc_main:rc_inv_no = cr_fixat:rc_inv_no , generic define file frgroup = access fr_group, set fr_group = rcmain:fr_group, generic where cr_main:cs_key = l_cust_key and […]

Rental $ by Customer and FR Group

/* Report shows rental income and # of items rented for a specific customer within a given date range – report can be narrowed to a specific rental group */ define number who = parameter prompt “Please Enter Customer KEY” ; string grp = parameter prompt “Please Enter Rental Group (A for All)” default “A” […]

Overdue Invoice Report

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 […]

Non-Taxable Customers without Tax Exempt Certificate

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

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 – […]

How many bids were converted?

–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 […]

Closed Tickets by Date and Total

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 […]