- FROM CONTRACT
- Leave this field blank for all contracts, or enter a starting
contract number to narrow the list, or select a starting contract
from the Contract Search window.
TO CONTRACT- Leave this field blank for all contracts, or enter an ending
contract number for the range, or select one from the window.
Note: All unbilled contracts in this range are included on the
report.
SELECT BY- Select one of the following customer selection options:
- Click Alpha to select the customer range by Alphabetical
Name Key, and also to sort the contracts on the report by customer
name.
- FROM CUSTOMER NAME
- Leave this field blank for all customers or enter the first few
letters of the starting customer name, or select it from the
Customer Search window.
- TO CUSTOMER NAME
- Leave this field blank for all customers or enter the first few
letters of the last customer name, or select it from the
window.
-
Click Numeric to select the contracts by customer Number,
and to sort the contracts on the report by customer number.
- FROM CUSTOMER NUMBER
- Leave this field blank for all customers or enter the number of
the starting customer name, or select it from the Customer Search window.
- TO CUSTOMER NUMBER
- Leave this field blank for all customers or enter the number of
the last customer name, or select it from the window.
Note: All unpaid invoices for customers in this range are
included on the report.
BILL CONTRACTS TO- Accept today's date or enter the date to which outstanding
contracts should be billed.
The revenue on open contracts is calculated up to this bill date.
Note: If rate changes have been made to products on a contract
using the Update Contract Rental Pricing
utility, and the report is being generated for a Billing
Date prior to the effective date of the rate change,
those products will be omitted from the report as related billing
adjustments could not be made as of the old rate
structure.
INCLUDE ONLY SITES OPEN FOR _____ DAYS, AS OF :__________- Leave these fields blank and to include all sites regardless of
open status, or enter a number of days and a date so that only the
sites that have been newly opened within this many days of the
specified date, are included in the report.
The date that a site is opened is defined in the Additional
Information window of each site in Customer Site Information.
INCLUDE ONLY SITES WITH $ VALUE >________- Leave this field blank to include all sites, or enter a dollar
amount to include only sites with a total uncollected revenue
greater than this amount.
SITES- Select one of the following site status options:
- Click Active to include only sites currently flagged as
Active.
- Click InactiveI to include only sites that are flagged
as closed, in the Additional Info window of Customer Site Information.
- Click Both to include all sites regardless of being
active or closed.
INCLUDE BLANK SITE- Uncheck this box to exclude the blank site from the report.
Check this box to include the general blank site.
INCLUDE CUSTOMER AGING- Uncheck this box to suppress printing any customer aging in the
report.
Check this box to print the customer account aging information
by period for Current, 31-60 Days, 61-90 Days, Over 90 Days, and
the Total currently On Account.
- AGE AS OF:
- Accept today's date, or enter the preferred date to use for the
account aging calculations.
OUTPUT FORMAT- Select one of the following report options:
- Click Summary to print the Unbilled Contract totals, the
Unpaid Invoice totals, and the Unpaid Posted A/R totals, summarized
by Customer and Site#.
- Click Detail to print the summarized information as well
as the detailed breakdown by document number and date. Lien amounts
for the Site also display.
Finished?- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click the ACCEPT button to begin printing the report, or CANCEL
to abort.