Cylinder Transaction Inquiry

This utility can be used to list the open and closed cylinder transactions on a contract as entered in Cylinder Entry and to view the billing calculation that would apply for that container rental on the next cycle billing, as outlined in View Next Billing Average.

The prompts include:

DIVISION

Enter the division or select it from the drop-down list provided.

LOCATION

Enter the location or select it from the drop-down list provided.

CUSTOMER #

Enter the customer number, or select it from the Accounting Customer Search window.

CONTRACT #

Enter the contract number.

If a single contract exists that matches the division, customer and site, the contract number will display.
If your firm allows multiple cylinder contracts per site, and more than one contract exists the View Cylinder Contracts search window is provided to view and select from those existing contracts.

SITE#

The corresponding site number is displayed.

FROM DATE

Accept the default starting date, or enter a preferred starting date to list the resulting cylinder transactions.

Contract Container Transaction Details:
The cylinder transactions are listed by Product # then by date so that the running Balance column flows logically.
The columns include:

SEQ

The sequence number tracks the product records in this table.

DEL #

The delivery number on this contract is displayed.
Each delivery number can have multiple products that are delivered.

DEL DATE

For open pending orders this date reflects the expected delivery date as of the Del Date of the New transaction.
For completed orders this date reflects the actual delivery date as of the Del Date in the expanded record of the Close transaction.

PRODUCT #

The container product number on the contract is displayed.
The description of the container can be viewed in the View Next Billing Average window on the AVG field if required.

DELIVER

The cylinder quantity that the driver is expected to deliver is displayed for open transactions, or the confirmed delivered count is displayed for completed transactions.

PICKUP

The cylinder quantity that the driver is expected to pickup is displayed for open transactions, or the confirmed picked up count is displayed for completed transactions.

BALANCE

This balance reflects the running balance quantity of this container as it goes out and is returned on this contract.
The cylinder transactions are listed in Product # sequence so that this Balance column flows logically.

Note: If your firm allows multiple cylinder contracts per site, any cylinders out on other contracts are not included in this balance, even if they are at the same site.

PO #

The Purchase Order for this transaction is displayed.
A contract can have multiple transactions, each with a different P.O., but it is the latest Purchase Order number entered that is reflected on the contract.

MANUAL PICKUP #

Any Manual Pickup Ticket number entered when the transaction was confirmed with the Close action is displayed.
This Manual Pickup Ticket number prints in the comments on the customer's invoice.

AVG

A window is provided in this field to explain how the average number of cylinders out on the contract, are calculated and how they will be billed on the next billing run, as outlined in View Next Billing Average.

Expanded Detail

Click the EXP/CON button to view the delivery time, transaction open/closed state, date rental containers were billed, rental invoice number from cylinder cycle billing, and cylinder transaction number.

Finished?

Click ACCEPT or CANCEL to exit.

ACTIONS:
Additional actions provided by buttons on the Cylinder Inquiry screen include:

• Print a List of Transactions from the Contract:
  Click the REPORT button to generate the a list of the cylinder deliveries for this contract, in product number sequence, with the date, deliver and pickup quantities, and cylinder transaction number.
  The option is provided to output the information to a report or to a spreadsheet.

• View additional Transaction information:
  Click the EXP/CON button to expand the transaction detail records to view the open/closed flag, date billed if any, invoice number if any, and cylinder transaction number.

• Drill down to Contract/Invoice details:
  Click the DETAILS button to access the View Document Information for this contract.