Equipment Summary Report

This summary shows rental and sale statistics, as well as Fixed Asset information.

Data Source Explanation:

• This report is based on the Monthly History (RSMH) file for its Revenue data source for all divisions, or for just the single division selected.
• The Date Acquired and the Depreciation Class come from the Fixed Asset Tag, and in the case of bulk items with multiple tags, this is from the last tag added.
• The Original Cost, Book Value, Alternate Book Value, are the sums of ALL the tags when there are multiple tags, regardless of the division selection.
• The Quantity On Hand is the total product quantity when all divisions are included, or it is just the location quantity if a single division was selected.
• The Make, Model, and Date of Manufacture fields are included on the spreadsheet output, and can be enforced as required fields in the Make/Model and Re-Order Information for non-bulk rental equipment if the Mandatory Make/Model/Manufacture Date option is activated in the Company Inventory Parameters or if the Rouse Analytics feature is active in the in the Software Integration.
• The Current Meter reading is included on the spreadsheet output for meterized non-bulk rental equipment.

The prompts to generate the report are:

FROM DATE

Accept the default starting date or enter a preferred starting date for the reporting range.

Note: The report will include the monthly statistics for this entire starting month, regardless of the specific From/To days.

TO DATE

Accept the current date or enter a preferred ending date for the report.

Note: The report will include the monthly statistics for this entire ending month.

SORT ORDER

Select one of the following sort options:

• Select Product to select and also sort the report by Product.
  The Group selection prompts will be disabled.
• Select Group to select and also sort the report by Product Group.
  The Product selection prompts will be disabled.

FROM GROUP

Leave this field blank to include all Groups, or enter the starting Group, or select one from the Group Search window.

TO GROUP

Leave this field blank to include all Groups, or enter the ending Group in the range, or select one from the window.

FROM PRODUCT

Leave this field blank to include all products, or enter the starting product, or select one from the window.

TO PRODUCT

Leave this field blank to include all products, or enter the ending product in the range, or select one from the window.

ALL DIVISIONS

Check this box to print products for all locations.

Uncheck this box in order to select a single location.

DIVISION

Enter the specific division or location for the report or select one from the drop-down list.
If Sales Item Average Cost by Location processing has been activated, the cost for the selected location prints, otherwise the product average cost prints.

Note: Though the location selection in the drop-down list displays only divisions according to the Divisional Restricted Views assigned to the operator, the report is not limited by Divisional Restricted Views.

SKIP ITEMS WITH QUANTITY < 1

Check this box to exclude products with less than 1 quantity.
Uncheck this box to include all products in the range even if there is less than 1 quantity.

NEW PAGE PER GROUP

This option does not apply if sorting by Product.

Check this box to start a new page for each new product Group with a sub-total for each.

Uncheck this box if paging by Group is not required for the report.

ALTERNATE DEPRECIATION METHOD

Uncheck this box to use the primary depreciation values.
Check this box to print the report using the alternate depreciation values.

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.

COST LOCATION

This prompt appears only if Sales Item Average Cost by Location processing has been activated in the Support Application Parameters.

If products from all locations are being included on the report, enter the specific location from which the costs should print, or select the cost location from the drop-down list.
If the report is being generated for a specific Division, this field is disabled and the costs will be reflected from that location.

Note: If Cost by Location processing has not been activated, the average cost is used automatically.

Finished?

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