Knowledge base

List of Customers with Sales by Location (and Date Range) The following report will show customers who have invoices totaling more than a selected amount within a given timeframe at a given location (or all locations): define string loc[3]=parameter/prompt=”Enter Location (#A = All) ” default “#A”; define date begindt = parameter/prompt=”Enter Beginning Date ” default […]

May 21, 2020

To get a list of primary e-mail addresses from current customer accounts by customer type, run the following: define string type[2]=parameter/prompt=”Enter Customer Type to Include, or #A for All “/uppercase where cs_main:cs_email_address>”” and (cs_type_code=type or type= “#A”) and cs_status= “O” list/nodefaults cs_name cs_email_address cs_contact  

Report Output Example: ************************************************************************************* list/nobanner/title=”Customers Setup To Require EC1/EC2″/domain=”cs_main” cs_main:cs_key cs_main:cs_type_code cs_main:cs_name cs_main:cs_ec1_required/heading=”EC1-REQUIRED” cs_main:cs_ec2_required/heading=”EC2-REQUIRED” sorted by cs_main:cs_key

/*  The following report lists all customers who have not had a contract     since a user-selected date. */ define std_date cutoffdate = parameter/prompt=”Enter the Cut-off Date for Most Recent Contract” default todaysdate-365 where cs_main:cs_last_cont_date<cutoffdate and cs_main:cs_status=”O” and cs_key>3 and cs_type_code <>”BG” list/nobanner/domain=”cs_main” cs_main:cs_key cs_name cs_address_1/heading=”ADDRESS” cs_main:cs_city al_st_code al_zipcode cs_last_cont_date/width=8 cs_main:cs_phone_1/heading=”PHONE” cs_ltd_sales sorted by cs_main:cs_last_cont_date/descending […]

Report Output Example: ******************************************************************************************************** /*The following report will find duplicate customer records based on matching phone numbers:*/ define file x = access cs_main, set cs_main:cs_has_ar = “N”, one to many define file y = access cs_main, set cs_main:cs_has_ar = “Y”, one to many find cs_main with cs_main:cs_phone_1 <> 0 and with any (cs_main:cs_key <> x:cs_key […]

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

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 […]

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 + […]

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 […]

/* 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” […]