- BILL TO NAME
- Leave this field blank to include all reservations or enter the
first few characters of the billing name from the document to
filter the search by Billing Name.
Note: This is not the Alpha Key from the customer file. This
is the name printed on the document for billing.
SHIP TO NAME- Leave this field blank to include all reservations or enter the
first few characters of the shipping name as it prints on the
document to filter the search by Site or Shipping Name.
CUSTOMER NUMBER- Accept ALL to include reservations for all customer, or enter
the customer number to display reservations for a specific
customer, or search for the customer in the Accounting Customer Search window.
SITE#- Accept ALL to include reservations for all sites, or window to
lookup a specific site, as outlined in Site
Search.
I.D.- Leave this field blank to include all customers in the search,
or enter the first few characters of I.D. information to find only
documents with this customer I.D.
REFERENCE- Leave this field blank to include all customers in the search,
or enter the first few characters of Reference information to find
only documents with this customer Reference.
PURCHASE ORDER#- Leave this field blank to include reservations with or without
a P.O. in the search, or enter any few characters in the P.O.# to
find only documents with a Purchase Order number that includes
these characters.
PRODUCT DESCRIPTION- Leave this field blank for all products or enter the first few
characters of the description for the product as stored in the
product file.
PRODUCT NUMBER- Accept ALL product numbers, or enter the product number to
search for reservations by product, or select a specific Rental or
Sales product in the Inventory Search
window.
PRODUCT GROUP- Accept ALL Groups, or to search for reservations by product
group enter the Group, or select one from the Group Search.
PRODUCT CLASS- Accept ALL Product Classes, to search for reservations by class
enter the class, or select a specific class from the Product Class Search.
RESERVATION STATUS- Select one of the following options:
- Select Open to list only the reservations that have not
yet been filled.
- Select Honored to list only reservations that have been
converted to a contract or worksheet.
- Select Both to include all reservations regardless of
honored status.
Finished?- Click ACCEPT to initiate the search or CANCEL to abort.
Search Results:
The resulting list of reservations displays the document number,
name, date, address, phone, and site information.
Documents that are displayed are limited to the Divisional Restricted Views assigned to the
operator.
The document list can be resorted by any column in ascending or
descending order, by clicking on the column heading.
Columns can also be dragged and dropped to temporarily reposition
them as required.
Click on the DETAILS button to drill down to view
the document header information, the product details, the document
totals with services, and other related documents such as source
contract or resulting invoices. This varies according to the type
of document listed.
In the product details window, click the ATTACHMENTS
button to view any associated files in the File
Attachments windows.
To select a reservation from the list, double-click on the
appropriate record, or highlight the record and click the
SELECT button.
Topic Keyword: RSRHSEL
