Customer Reports - Revision history

Jgreco: Initial proofread pass - docs

2021-11-29T18:20:04Z

Initial proofread pass - docs

Lpickett: /* Rental Balance */

2017-08-01T18:37:00Z

Rental Balance

Lpickett: /* Rental Balance */

2017-07-31T18:52:55Z

Rental Balance

Lpickett: /* Rental Balance */

2017-07-31T18:51:50Z

Rental Balance

Lpickett: /* Rental Balance */

2017-07-31T17:51:13Z

Rental Balance

Jgullickson: /* View Balance Changes Details */

2017-02-23T17:29:32Z

View Balance Changes Details

Jwolbert at 14:36, 21 June 2016

2016-06-21T14:36:00Z

Jwolbert: /* Exchange Type */

2015-11-09T21:23:21Z

Exchange Type

Yrobinet: /* Lease value */

2015-05-07T17:04:41Z

Lease value

Yrobinet: /* Rental Balance */

2015-05-07T17:03:52Z

Rental Balance

@@ Line 32: / Line 32: @@
 *"Rental Balance" = 0.67
-If now we close the March billing period, these number will change to:
+If we close the March billing period, these number will change to:
 *"Current Balance" = 11
 *"Leased as of Now" = 0
@@ Line 38: / Line 38: @@
 Lets explain the decimal values found before closing the billing period. March had 30 days, April 31, and as off today May 5th, 5 days, or a total of 66 days.
-Since prorating of asset agreements is enabled in the system and that the March period is open (March has 31 days), the asset leased as of now is:
+Since prorating of asset agreements is enabled in the system and the March period is open (March has 31 days), the asset leased as of now is:
 *31/66 days X 22 asset agreements = '''10.33'''
@@ Line 53: / Line 53: @@
 ===[[Unexpected Transfers]]===
-This report shows any unusual or suspicious transfer activity for the specified customer and optionally, its departments.  This typically indicates theft.
+This report shows any unusual or suspicious transfer activity for the specified customer and optionally, its departments. This typically indicates theft.
 ===View Balance Changes Details===
 Displays the types of assets that have been delivered to or returned from the customer within a period of time. Data can be displayed based on date and asset type selections.
@@ Line 71: / Line 71: @@
 The provided start and end date values must represent valid dates and a valid date range. For example, the end date must come after the start date.
 The provided date range can cover a maximum or three years.
-The provided customer Id must exist within the database.
+The provided customer ID must exist within the database.

@@ Line 15: / Line 15: @@
 ===[[Rental Balance]]===
-This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period. Owned and Leased quantities are deducted from Current Balance to determine Rental Balance. If there is an open Rental Billing Period, the Owned and Leased quantities may display as fractional numbers, causing the Rental Balance to also display fractional quantities. Close the billing period to cause the Owned and Leased quantities to be whole numbers, thus changing the Rental Balances also to be whole numbers. Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
+This report displays the current rental balance of the selected customer and all departments that bill with this customer. Only enabled for rental customers.
 ==== Exchange Type====

@@ Line 15: / Line 15: @@
 ===[[Rental Balance]]===
-This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period. Owned and Leased quantities are deducted from Current Balance to determine Rental Balance. If there is an open Rental Billing Period, the Owned and Leased quantities may display as fractional numbers, causing the Rental Balance to also display fractional quantities. Close the billing period to cause the Owned and Leased quantities to be whole numbers, causing the Rental Balances to also be whole numbers. Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
+This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period. Owned and Leased quantities are deducted from Current Balance to determine Rental Balance. If there is an open Rental Billing Period, the Owned and Leased quantities may display as fractional numbers, causing the Rental Balance to also display fractional quantities. Close the billing period to cause the Owned and Leased quantities to be whole numbers, thus changing the Rental Balances also to be whole numbers. Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
 ==== Exchange Type====

@@ Line 15: / Line 15: @@
 ===[[Rental Balance]]===
-This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period, and may display fractional quantities if there is an open Rental Billing Period. (Close the billing period to see whole numbers.) Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
+This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period. Owned and Leased quantities are deducted from Current Balance to determine Rental Balance. If there is an open Rental Billing Period, the Owned and Leased quantities may display as fractional numbers, causing the Rental Balance to also display fractional quantities. Close the billing period to cause the Owned and Leased quantities to be whole numbers, causing the Rental Balances to also be whole numbers. Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
 ==== Exchange Type====

@@ Line 15: / Line 15: @@
 ===[[Rental Balance]]===
-This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period. Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
+This report displays the current rental balance of the selected customer and all departments that bill with this customer. The balances are calculated since the end date of the last Billing Period, and may display fractional quantities if there is an open Rental Billing Period. (Close the billing period to see whole numbers.) Balances can be viewed by asset type or by rental class. Only enabled for rental customers.
 ==== Exchange Type====

← Older revision		Revision as of 14:36, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=A set of standard website reporting to provide information about customer accounts.
		+	}}
	The customer reports page provides access to useful breakdowns and summary of a client's asset activity.		The customer reports page provides access to useful breakdowns and summary of a client's asset activity.

@@ Line 14: / Line 14: @@
 ==== Exchange Type====
-If exchange type is enable, the rental balance page allows to edit exchange balances
+If exchange type is enable, the rental balance page allows to edit [[Exchange_Balances|exchange balances]]
 ==== Lease and rental balance having a decimal value====

@@ Line 16: / Line 16: @@
 If exchange type is enable, the rental balance page allows to edit exchange balances
-==== Lease value ====
+==== Lease and rental balance having a decimal value====
 If a rental billing period is open AND that the system configuration allows [[Asset_Agreements#Asset_Agreement_Configurations|prorating of asset agreements]], the customer rental balance page can display "Leased as of Now" and "Rental Balance" with decimal values.