Outstanding Contracts Report by Date Due/Salesman

This report lists the outstanding contracts from oldest to newest by Date Due according to a Cut-off Date.
The contracts are selected using the Date Due on Contract Header which is included for each document on the output.
This is useful for identifying old open contracts which have exceeded their Date Due.

Note: If your firm does NOT ask the client for an expected return date, then the Date Due on the contract will not be meaningful.

As an option, the contracts can be sorted by Salesman, in order for each Salesman to have a list of their contracts by the document Due Date.
This is helpful, if the Salesman must follow up to extend long term rentals, or remind customers to return the equipment.
The open contracts can be selected by division, or all divisions can be printed, in summary or detail format.

The prompts are:

FROM DATE DUE

Accept the default Contract header Due Date or type in the starting date in the range of contracts.

TO DATE DUE

Accept today's date or type in a preferred ending date in the range.

SORT BY SALESMAN

Uncheck this box if the salesman sort is not required.

Check this box to filter and sort the report by salesman code.
This selection requires the Detail output so the Summary option is disabled.

FROM SALESMAN

If the report is to be sorted by salesman, leave this field blank to include all salesman codes, or enter the starting salesman code in the range, or select it from the drop-down list.

TO SALESMAN

Leave this field blank to include all salesman codes, or enter the ending salesman code in the range, or select it from the drop-down list.

ALL DIVISIONS

Check this box to include contracts from all divisions in the report.

Uncheck this box to generate the report for a single division.

DIVISION

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

REPORT TYPE

Select one of the following output options:

• Select Summary to list the contracts by number with the customer name, phone number, ship to or site name, reference, date due from the document header, deposit amount taken, and the total charge value on the contract.
  The spreadsheet summary format also includes the customer address, division and division name, and the date out.

• Select Detail to list each contract with a product out in the range, printing the Customer name and Bill To address and phone #, Outstanding Deposit, and Division.
  It includes the open products, description, quantity, status, date out and date due.

Note: The 'Salesman Sort' option is only available for the Detail output.

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 contracts by job Event.