Exchange Inquiry/Report

Counter Menu -> Exchanges -> Exchange by Contract -> HISTORY button -> Exchange Inquiry/Report

This inquiry or report lists products that have been exchanged on a contract from either Exchange by Contract or in Exchanges By Customer and can be accessed from the HISTORY button on either screen.

A selection can be made by Contract or by Product for a selected date range, for all divisions or a selected division.
The prompts are:

FROM CONTRACT #

Leave this field blank for all Contracts, or enter the starting contract number for the inquiry or report, or look it up in the Contract Search window

TO CONTRACT #

Leave this field blank for all Contracts, or enter the ending contract number for the inquiry or report, or look it up in the window.

FROM PRODUCT #

Leave this field blank for all products, or enter the starting product number for the inquiry or report, or look it up in the Inventory Search window.

TO PRODUCT #

Leave this field blank for all products, or enter the ending product number for the inquiry or report, or look it up in the window.

FROM GROUP

Leave this field blank for products from all groups, or enter the starting group number for the inquiry or report, or look it up in the Product Group Search window.

TO GROUP

Leave this field blank for products from all groups, or enter the ending group number for the inquiry or report, or look it up in the window.

FROM DATE

Accept one month ago for a starting date, or enter a preferred starting date.

TO DATE

Accept today's date, or enter a preferred ending date.

ALL DIVISIONS

Check this box to include all divisions.

Uncheck this box to include only a single division.

DIVISION

Enter the desired division, or select it from the drop-down list.

UNCONFIRMED EXCHANGES

Unconfirmed exchanges are exchanged products that have not been flagged as available to rent again.
Select one of the following options:

• Select Include to include any unconfirmed as well as the confirmed exchanges in the selection.
• Select Suppress to exclude any unconfirmed exchanges and to print only confirmed exchanges in the selection.
• Select Only Unconfirmed to include only unconfirmed exchanges in the selection.

REPORT OPTIONS

Select one of the following output options:

• Select Print to generate the output according to the reporting selection currently defined for this session in the Printer Selection window, accessible from the Printer -> Set Printer option located on the menu bar at the top of the screen.

• Select Display to display the information on the screen. This is the default choice.
  The 'Exchange#', 'Date' and 'Time', the 'Product# In' and the 'Product# Out', the 'Contract#', and the confirmation flag are displayed.
  Click EXP/CON or press <F9> to also view the product 'In' and 'Out' descriptions, 'Meter In' and 'Used' counts, and any Exchange 'Notes'.

• Select Excel to generate the output in a spreadsheet format with additional data columns including 'Product Class', 'Ordered By' and 'Clerk'.
  The ability to email the spreadsheet or display it on the screen is controlled by the Prompt to Email Spreadsheets flag set in Company Miscellaneous Parameters.

Finished?

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