O/S Contracts Report by Name

The information in this utility is available in Overdue Contracts & Cycle Billings.

This report lists all open contracts in Bill To Name alphabetical order using the customer name on the contract, for a selected date range, customer range, and province/state range.
This report can be generated for all Divisions, or a selected division, for all Product Classes or a selected class range.

The report should be run weekly to confirm that listed contracts are indeed still open.
If a contract is listed on the report that should have been closed, simply close the contract using Rental Return. This ensures regular housekeeping of the open contracts.

The Summary Report prints the contract #, Customer Name, Telephone #, Ship to Name, Ship to Phone #, Date Out, Deposit, and P.O.#.
The Detail Report also includes the Shipping and Billing names, the Billing Address, and Division. It then lists the product #, description, quantity, status, date out, date due, and any pickup status comment. Optional information that can print on the detailed report include Product Rates and all products on the contracts.
When All Products on the Contract are included, returned items will also be listed.
The spreadsheet output for both Summary & Detail includes the full Ship To address information.
The spreadsheet Detail also provides Job Cost information when captured.