- DIVISION, "ALL", OR "SEL"
-
- Type ALL to accept all divisions in the output.
- To generate output for a single division, enter space for the
Head Office, or enter a specific division code, or select one from
the drop-down list.
- Type SEL to select a range of divisions or to select divisions
by accounting region as outlined in Division
Select By Region.
Note: Divisional restrictions set by operator Access Values do not apply to this report.
CONSOLIDATE DIVISIONS- Check this box to consolidate the divisions generating one
report for all selected divisions.
Uncheck this box to report the utilization information separately
by division.
REPORTING SET, "ALL" OR "SEL"- Leave this field blank to skip the Set selection field, leaving
it blank 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 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,
leaving it blank in order to use the Product Group, or Product
selection options instead.
To use the Product Class selection option choose one of the
following:
If a product Class selection was made, the Group option is
skipped.
PRODUCT GROUP, "ALL" Or "SEL"- Leave this field blank to skip to skip the Group selection
field, leaving it blank in order to use the Product Number
selection option instead.
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 Set, Class, or Group, must be selected.
FROM DATE- Accept the default date displayed to start the report as of the
beginning of the current month, or over-type it with the preferred
date.
TO DATE- Accept the default date displayed to end the report as of the
end of the current month, or over-type with the preferred date.
Note: The From/To Date range period can be across calendar year
boundaries, but the full period cannot be for more than 1 year in
duration.
e.g. Apr 1 2018 to March 31 2019 is acceptable, but Apr 1 2018 to
Apr 1 2019 is not.
YEAR TO DATE START- This date is only used by the report and spreadsheet output to
define the year start date to populate the four 'Year-to-Date
Start' (YTD) columns for 'This Year' (TY) and 'Last Year'' (LY)
with the Utilization and Revenue values.
The other columns on the output reflect the From/To Date range
selected for the reporting Period.
Select a calendar or fiscal Year-to-Date Start for the
output:
- Accept the default of the Calendar year start date based on the
To Date entered above.
- Select the Fiscal year start date, which is based on the
earliest fiscal year start calculated from the To Date
entered above.
e.g. If your firms's last summarize for financial's was Nov 14, and
the To Date for this report is April 1 2019, then the fiscal
year start would be Nov 14, 2018.
INCLUDE REPAIR & MAINTENANCE COSTS- Check this box to have repair & maintenance costs included
in the item cost values.
Uncheck this box to ignore any repair & maintenance costs in
the cost calculations.
INCLUDE ACTIVE TOOL REPAIR ONLY- Check this box to only include tools that were active for the
full report time frame. This would include only items that were
purchased prior to the start date of the report and were not sold
until after the end date of the report.
Uncheck this box to include all tools, even if they were acquired
or sold during the report date range.
INCLUDE ACCRUED REVENUES- Revenues are tracked through the Daily Close posting. Therefore
revenue from open contracts is not normally included in the dollar
utilization calculations.
Uncheck this box to calculate the revenue for this utilization
report, based on only the invoices actually posted through the
Daily Close.
Check this box to include accrued revenue calculated from open
contracts.
This is tracked through the Cronjob RSDU01 - Accrued Revenue by
Product#, by Location, by Dates setup in Automatic Job Scheduling, that needs to be run
daily to be accurate.
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 ACCEPT to proceed with the report, or CANCEL to abort.
Output:
The 'TY' values on the output represent "This Year".
The 'LY' values represent "Last Year".
The 'YTD' values in the report represent the "Year To Date" values
and are based on the Calendar or Fiscal year start date selected
for this run.
The other columns on the output reflect the values per the From/To
Date range selected for the reporting Period.
This gives the user to ability to compare UTE % year over
year.
Period will depend on the dates selected when you run the
report.
YTD will be the year based on the dates used when you run the
report.