This report will print all of the items currently out on rent. The report will look similar to the following:
This report can be configured to automatically run in Configuration > Store Configuration > Parameters > Reports Tab.
Right click an existing report in the grid and choose add or select an existing report by left clicking.
1. The file name is OpenItemsByGroup.rpt
2. The expected parameter for ‘group_2’ (on the Details tab) is expecting one of the following:
a. job_site (jobsite)
b. salesman_cntr (Salesman)
c. division (Item Division)
d. acct_cash (Payment Type)
3. Selection Criteria can be set as follows to limit the data:
a. For a specific store - {Transactions.STR} = ‘xxx’ (replace ‘xxx’ with a 3 digit store number)
b. For a specific customer – {Transactions.CUSN} = ‘xxxxxx’ (replace ‘xxxxxx’ with the customer number. There must be 6 digits; if a customer number is on 4 digits add two blank spaces to the beginning of the customer number (i.e. space space 1234 or ‘ 1234’)
c. For an Item Division – {ItemDivision.DivisionNumber} in [x,x,x] (replace the x with your Division Number)
d. For an Item Category – {ItemCategory.Name} in [x,x,x] (replace the x with your Category Number)
4. Use the Test Report option at the top of the screen to ensure setup is correct.