Reservation Search


Search window -> Reservation # field -> Reservation Search

The ability to search for an existing reservation is provided in the document number field on the reservation entry program in Change mode, and in the print document selection program, the deposit entry utility, the reporting options, and the reservation inquiries.

Multiple search filters can be used to narrow the list of reservations that are returned from the search.

When a filter data field is left blank or ALL, then no restriction is applied on that search category.

Note: The search selection fields are date sensitive.

The prompts are:

BILL TO NAME
Leave this field blank to include all reservations or enter the first few characters of the billing name from the document to filter the search by Billing Name.
Note: This is not the Alpha Key from the customer file. This is the name printed on the document for billing.

SHIP TO NAME
Leave this field blank to include all reservations or enter the first few characters of the shipping name as it prints on the document to filter the search by Site or Shipping Name.

CUSTOMER NUMBER
Accept ALL to include reservations for all customer, or enter the customer number to display reservations for a specific customer, or search for the customer in the Accounting Customer Search window.

SITE#
Accept ALL to include reservations for all sites, or window to lookup a specific site, as outlined in Site Search.

I.D.
Leave this field blank to include all customers in the search, or enter the first few characters of I.D. information to find only documents with this customer I.D.

REFERENCE
Leave this field blank to include all customers in the search, or enter the first few characters of Reference information to find only documents with this customer Reference.

PURCHASE ORDER#
Leave this field blank to include reservations with or without a P.O. in the search, or enter any few characters in the P.O.# to find only documents with a Purchase Order number that includes these characters.

PRODUCT DESCRIPTION
Leave this field blank for all products or enter the first few characters of the description for the product as stored in the product file.

PRODUCT NUMBER
Accept ALL product numbers, or enter the product number to search for reservations by product, or select a specific Rental or Sales product in the Inventory Search window.

PRODUCT GROUP
Accept ALL Groups, or to search for reservations by product group enter the Group, or select one from the Group Search.

PRODUCT CLASS
Accept ALL Product Classes, to search for reservations by class enter the class, or select a specific class from the Product Class Search.

RESERVATION STATUS
Select one of the following options:
  • Select Open to list only the reservations that have not yet been filled.
  • Select Honored to list only reservations that have been converted to a contract or worksheet.
  • Select Both to include all reservations regardless of honored status.

Finished?
Click ACCEPT to initiate the search or CANCEL to abort.

Search Results:
The resulting list of reservations displays the document number, name, date, address, phone, and site information.
Documents that are displayed are limited to the Divisional Restricted Views assigned to the operator.

The document list can be resorted by any column in ascending or descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition them as required.

Click on the DETAILS button to drill down to view the document header information, the product details, the document totals with services, and other related documents such as source contract or resulting invoices. This varies according to the type of document listed.
In the product details window, click the ATTACHMENTS button to view any associated files in the File Attachments windows.

To select a reservation from the list, double-click on the appropriate record, or highlight the record and click the SELECT button.


Topic Keyword: RSRHSEL
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