Detailed Contract Report by Division

This report lists the contracts in contract number order.
Both open and closed contracts can be selected for a complete contract list, or open contracts only.
Services can be included or excluded on the report.
This may be useful when loading the contracts into the software, and a comprehensive list is required to ensure that all contracts were properly entered.

This report prints the contract #, customer # and name, ship to name, delivery or pickup.
For each product it prints: product #, description, status, date out, time out, quantity, unit price, discount, and extended amounts.
When services are included, each service shows the quantity, unit price and extended price.
The spreadsheet output also lists the customer's P.O. number from the contract header.
On the report output the contract total prints at the end of each contract.

A follow-up second report summarizes the divisional subtotals for the number of contracts by delivery/pickup or customer pickup.
The divisional contract totals include taxes and services even if services were not included in the detailed contract report.
This information is included on a second tab on the spreadsheet output.

The prompts include:

FROM CONTRACT DATE

Enter the starting Date Out for the Contract report range.

TO CONTRACT DATE

Enter the ending Date Out for the Contract report range.

FROM CONTRACT

Leave this field blank to include all contracts in the date range, or enter a starting Contract number.

TO CONTRACT

Leave this field blank to include all contracts in the date range, or enter an ending Contract number.

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 Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by accounting region to include in the report, as outlined in Division Select By Region.

Note: The report is restricted by the Divisional Restricted Views assigned to the operator.

INCLUDE SERVICES

Check this box to include the service information including quantity, unit price and extended price.
Uncheck this box to omit services on the contract report.

Note: Service charges will be included in the divisional contract totals summary as well as taxes, even if services were not included in the detailed contract report.

OPEN CONTRACTS ONLY

Check this box to only list open contracts.
Uncheck this box to include both open and closed contracts.

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.