Knowledge base

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

May 21, 2020

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

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

/* 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 […]

— 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 […]

Report Output Example: ***************************************************************************************************** /* This report will total rental dollars and number of invoices for all rentals by one customer over a selected date range.  Very useful when deciding on Customer Specific Rates to be given*/ define number custkey = parameter prompt “Enter Customer Account Number ” ; std_date begdate = parameter/prompt=”Enter Beginning Date […]

Report Output Example: **************************************************************************************************************************************** /* CS_SLIST – CUSTOMER SHORT LIST REPORT Overview: Lists customers based on these selection criteria: customer type and salesman, renter department. Change History: Author Date Comments Jessica Flint Sept. 10,1993 */ 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 default “#A” define string bus_type[2]=parameter/cls/line=10/prompt= “Enter the Business Type […]

/* CS_SLIST – CUSTOMER SHORT LIST REPORT Overview: Lists customers based on these selection criteria: customer type and salesman, renter department. Change History: Author Date Comments Jessica Flint Sept. 10,1993 */ 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 default “#A” define string bus_type[2]=parameter/cls/line=10/prompt= “Enter the Business Type or #A to select […]

Report Output Example: ********************************************************************************************************** define date dt = parameter/prompt = “Enter Beginning Date to Report” define date edt = parameter/prompt = “Enter Ending Date to Report” where ( cs_comm:cs_scomment_date >= dt and  cs_comm:cs_scomment_date <= edt) list/nobanner/domain=”cs_comm”/title = “CUSTOMER NOTES BY DATE RANGE” cs_comm:cs_key cs_main:cs_name /heading = “CUSTOMER” cs_comm:cs_scomment_date /width = 8/heading = “COMMENT-DATE” cs_comm:cs_clerk_init/heading = […]

Report Output Example: ********************************************************************************************************** define date begindt = parameter/prompt=”Enter Beginning Date to Report”; where cs_main:cs_setup_date >= begindt list/nobanner/title = “New Customer Contact Info”cs_main:cs_setup_date/width = 8 cs_key cs_type_code cs_name cs_address_1/heading = “ADDRESS 1” cs_address_2/heading = “ADDRESS 2” cs_city al_st_code/heading = “STATE” al_zipcode/heading = “ZIP” cs_contact/heading = “MAIN CONTACT” cs_phone_1/heading = “PHONE 1” cs_p_1_type /heading = “TYPE” […]