Reports Menu -> Utilization -> Rental Utilization Reporting Menu -> Daily Status Code Summary Report -> SETUP button -> Rental Utilization Report Setup
This utility can be used to customize the Rental Utilization Report by Status Code and the
Daily Status Code Summary Report for your
firm.
It is important to be aware that changes to this configuration
impact both reports.
The report headings can be defined and specific product Product Status Codes can be assigned to each column.
The report prints product totals and utilization percents by Group within Product Class, broken down by the product status codes specified in each of 6 columns. Status codes to be excluded can also be stipulated.
The prompts are:
When selecting the Product Status Codes
for this column, only list 'On Rent' type status codes because the
Group totals in this column are used in the Rental Utilization
calculation for the Group.
The utilization percent formula by Group is this column total,
divided by the quantity in the "Rental Units" column.
Setup the heading and status codes for On Rent Status Codes products as follows:
Note: If only one word is required it will be reflected by this field and even if it was entered as DESC 1 it will be moved to the DESC 2 field so that it is correctly aligned on the report output.
Select a product status code or a reserved status code from the Product Status Codes Search window.
Leave any extra Code fields blank if not required in the On Rent column total.
Note: If any status codes are entered more than once, they will only be included once in the first position entered.
The following fields need to be setup for each column that is to be included:
Select a product status code or a reserved status code from the Product Status Codes Search window.
Leave any Code fields blank if not required in the column total.
Note: If any status codes are entered more than once, they will only be included once in the first position entered.
Any non-bulk rental products with status codes NOT included in
Columns 1 to 6, and NOT on either of the Exclude lists, are
considered to be available, but NOT rented.
These are then included in the totals in the "Qty Avail" and "%
Avail" columns.
Select a product status code or a reserved status code from the Product Status Codes Search window.
Leave any Code fields blank if not required in the column total.
Products having these status codes are NOT out on rent, and are
NOT available for rent.
These products will be excluded from the rental utilization and
availability percents.
However they will be included in the final column labelled "Total
Units" along with the rented units and the available
units.
Select the relevant product status code or a reserved status code from the Product Status Codes Search window, as outlined in Exclude Status Codes.
Select the relevant locations to exclude in the report, in the Exclude Locations window.
Note: This window does not apply in Windows environments as the
report output cannot be generated to divisional Windows printers,
either from the menu option or from the CRONJOB.
In Windows environments this Alternate Printers table must
be empty so as not to cause failures in the Automatic Job Scheduling.
In Linux systems if the report output is to be printed using either method, define the report device names for each location in the Report Device Names window as follows:
Note: On Linux systems when the report is generated from
Rental Utilization Report using the
"Divisional Printing" option, and a printer is not listed here for
a location, then the default printer designated at the time is
used.
When the report is generated from Automatic
Job Scheduling, and a printer is not listed here for a
location, then the default printer for the CRONJOB is used.
Select Recorded to generate the report using the saved
recorded "Snapshot" of the information as of the selected date.
This "Snapshot" must have been previously generated by the CRONJOB
from Automatic Job Scheduling.
Using this method speeds up processing time, as the information is
already summarized.
A more detailed explanation of the automatic scheduling feature for
the Rental Utilization Report is provided at the end of this
section
Check this box to print the average number of units rented in a
day.
This average rental total is the daily average number of rentals
based on the number of snapshots days in the range.
Uncheck this box if a daily average is not required.
The rental total then includes the total number of items rented in
the selected range per the snapshot information.
Check this box to print each of the utilization groups of
products on a separate page.
Uncheck this box if utilization groups do need to be printed on
separate pages.
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