Reservations Report

Reports Menu -> Automatic Reporting -> Function RSRH34 -> runs Reservation Report

This report lists the outstanding reservations from oldest to newest by the Date Out recorded on the Reservation header.
The spreadsheet export for summary or detail includes an "Honored" flag.

The Summary report should be run at least once a month, to verify stale dated and honoured reservations.
Old reservations can be cancelled using Delete A Single Reservation, and pending reservations can be printed using Print Reservations.

The report can also be sorted by Salesman. The reservations will list by date out for each salesman.
This is useful if the Sales staff is responsible for assembling and billing their own reservations.

Reservations can also be selected by Job Event if the event management processing has been activated in the Company Rate Parameters.

The Reservation Report can be setup to be run automatically with the report or spreadsheet output results emailed to staff, by setting up RSRH34 with the relevant filters and email addresses in the Automatic Reporting.
This report ignores Divisional restricted views when run from automated reporting.

The selection prompts to generate the report include:

FROM DATE OUT

Enter the starting Date Out for the Reservation report range.

TO DATE OUT

Enter the ending Date Out for the Reservation report range.

REPORT TYPE

Select one of the following reporting options:

• Select Summary to print only the Reservation #, Customer # & Name, Telephone #, Ship To Name, Date and Time Out, Delivery and Pickup flags, Reservation Total Amount and Deposit Amount.

• Select Detail to print the Customer # & Name and Bill To/Ship To address and phone #, Outstanding Deposit, and Division. The detailed report lists the open items information including product #, description, quantity, status, date/time out, date/time due, pickup and delivery flags.

  The spreadsheet output also includes the Document Reference note on the summary and detail.

  The following address option and product filters can be used to determine the reservation output for a specific item or group of items on the Detail report.
  These options do not apply to the Summary output.

  ADDRESS

  Select one of the address options for the detailed report:

  • Select Ship To to only print the shipping name, address, and phone number on the Report output.
  • Select Bill To to only print the billing name, address, and phone number on the Report output.
  • The Both option only and always applies to the Excel spreadsheet output.

  
  FROM PRODUCT #

  Leave this field blank to include all products in the report, or enter a starting product number for the detailed report range.

  TO PRODUCT #

  Leave this field blank to include all products in the report, or enter an ending product number for the report range.

  
  FROM PRODUCT CLASS

  Leave this field blank to include products and Groups from all classes, or enter a starting class, or select one from the Product Class Search window.

  TO PRODUCT CLASS

  Leave this field blank to include products and Groups from all classes, or enter an ending class, or select one from the window.

  Note: Groups bookings can be viewed by including all products and to narrow the Group search use the Product Class filters.

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.

SORT BY SALESMAN

Uncheck this box to sort the reservations by date combining all salesmen.

Check this box to sort the report by salesman listing the reservations by date out for each salesman.

FROM SALESMAN

Leave this field blank to include reservations for all salesmen in the report, or enter a starting Salesman Code for the report range, or select one from the drop-down box, as setup in Salesman Codes.

TO SALESMAN

Leave this field blank to include reservations for all salesmen in the report, or enter an ending Salesman Code for the report range, or select one from the drop-down box.

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.

EVENT window:

The Location and Event Information window appears only if the event management processing has been activated in the Company Rate Parameters, to provide the ability to report on reservations by job Event.