Daily Status Code Summary Report

Reports -> Automatic Reporting -> Function RSUS06 -> runs Rental Utilization Report by Status Code

The report is driven from the utilization files captured by the RSUS01 job in Automatic Job Scheduling.
It compares what is captured in RSUSP for non-bulk rentals including status, location, OEC, EAC and NBV values, from the day the report is run to the day before.
The summary groups the non-bulk product statistics by the Status Codes defined in the Rental Utilization Report Setup, and the detailed output provides the supporting details by listing each non-bulk products individually with the values for both days.

This analysis report be generated by division to provide market guidance between the stores.
By running it daily, it identifies the dollars and units in each status at a very high level and the movement by status for each days efforts.
This provides a snapshot of current position and what has happened day-to-day, to make it easier to set simple short term goals from this data (i.e. number of units on rent, number of units down, etc.).

Because the report provides a cost cut-off filter, it can focus on units non-bulk equipment in excess of a defined of equipment cost, and thus eliminate the noise of attachments and bulk which should be ignored for high level reporting.

This report can also be run automatically with the spreadsheet output emailed to staff by setting up RSUS06 with the relevant filters and email addresses in the Automatic Reporting.

The prompts to generate the utilization report are:

DIVISION, ALL, OR SEL

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select multiple divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

CONSOLIDATE LOCATIONS

Check this box to consolidate the locations generating one report for all selected locations.
Uncheck this box to report the information separately by location.

REPORTING SET, "ALL" OR "SEL"

Leave this field blank to skip the Set selection field, in order to use one of the Product Class, or Product Group selection options instead.

To utilize the Set selection option choose one of the following:

• Type ALL to include all Sets as setup in Reporting Sets in the report.
• Enter a single specific Set code for the report, or select one from the Reporting Set Search window.
• Type SEL to select a range of Sets or to select Sets by Owner to include in the report, as outlined in Select Reporting Sets.

If a Set selection was made the Product Class, and Group selection options are skipped.

PRODUCT CLASS, "ALL" OR "SEL"

Leave this field blank to skip the Class selection field, in order to use the Product Group option instead.

To use the Product Class selection option choose one of the following:

• Type ALL to include all classes as setup in Product Classes.
• Enter a single specific Product Class code for the report, or select one from the Product Class Search window.
• Type SEL to make a selection of classes to include in the report, as outlined in Select Product Classes.

If a product Class selection was made the Group selection option is skipped.

PRODUCT GROUP, "ALL" OR "SEL"

To use the Group selection option choose one of the following:

• Type ALL to include all Rental Groups in the utilization report.
• Enter a single specific Group for the report, or select it from the Group Search window.
• Type SEL to make a selection of Groups to include in the report, as outlined in Select Groups.

One of the Set, Class, or Group filters must be selected.

DATE

Accept the yesterday's date as the date to compare against the day before, or over-type it with the preferred date.

AVERAGE COST CUTOFF

Accept the cost cut-off, or over-type it with the preferred dollar amount.
Non-bulk products with a cost less that this value will be omitted from the calculation counts.

SORT BY OEC VALUE

Check this box to sort the Status records by Original Equipment Cost value.
Uncheck this box to sort the records by the columns defined in the Rental Utilization Report Setup.

SHOW DETAILS

The detail option is only available with the spreadsheet output.

Uncheck this box to generate summarized totals for the products grouped by the status codes defined in Rental Utilization Report Setup.

Check this box to for the product detail option that lists exactly what was captured for the report date and the day before (file = RSUSP) for non-bulk products, showing product number, date, average cost, status, current location (new), OEC (new), EAC (new), NBV (new) and quantity.
This can be useful to support the totals returned on the summary.

Note: Refer to the "Resulting Report Output" below for value definitions.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Resulting Report Output:

The output is comparing what is captured in RSUSP from the day the report is run to the day before, group by status code.
Any statuses not defined in the setup and not excluded, will appear in the summary in the "Other Status" line and the last column will define what other statuses are included.
One sheet per location will be generated unless consolidate divisions is selected

Definitions for the column headings displayed on the summary report include:

• UNITS = number of products captures
• NBV = Net Book Value = the book value on the tag
• OEC = Original Equipment Cost = adjust first cost of the product
• EAC = Equipment Acquisition Cost = original cost on the tag

STATUS CHANGE LAST 24 HOURS
If the value was less the previous day, there will be an "Added" amount in the "Status Change" section representing the current day.
If the value was higher on the previous day, there will be a "Disposed" amount in the "Status Change" section.

The Total at the bottom should always add to zero confirming the report is correct and balanced.

ACTIONS:
Additional actions provided by buttons on the Daily Status Code Summary Report screen include:

• Customize the Status Code Report:
  Click the SETUP button at the bottom of the screen to define the report headings, locations, email addresses, and status codes to be reflected in the report output as outlined in Rental Utilization Report Setup.

  Note: Any changes made in this setup window also impact the Rental Utilization Report by Status Code that also uses this configuration information.