Use this screen to review a history of transactions for a specific customer that details the category/classTwo-part classification for individualized and bulk equipment. Rental rates are entered by category/class, and the ID number for bulk items is the category/class ID. information.
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Access this screen by pressing F14 (Shift + F2) on the Customer Contract Inquiry screen. To focus the list, enter a job number, a range of category/classes, or a date range. Enter a 1 in the Option column for any category/class to drill down to the corresponding equipment detail.
Category/Class Detail
Option |
Description |
1 |
Drill down (from Category/Class Detail screen). Enter a 1 in the O (Option) field to switch to the Customer Rental History - Equipment Detail screen. |
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Displays the number and name of the customer for which you are viewing rental history.
Enter a job number to view a list of category/class details associated with that job only.
To view a list of transactions for a range of category/classes, enter the starting category/class for the range.
To view a list of transactions for a range of category/classes, enter the ending category/class for the range.
To view a list of transactions for a range of dates, enter the starting date for the range.
To view a list of transactions for a range of dates, enter the ending date for the range.
Displays the currency for the monetary amounts in the list.
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Displays the category/class number associated with the rental transaction.
Displays the category/class description.
Displays the number of days the category/class has been on rent.
Displays the number of pieces of equipment the customer rented in that category/class
Displays the monetary amount of the customer's rentals in that category/class.
Function Key |
Description |
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
F3 |
Exit. Exit the page or program. |
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
F12 |
Cancel/Previous. Exit the program or move back a screen. |
F18 (Shift + F6) |
Bottom. Advance directly to the bottom of the list |
F19 (Shift + F7) |
Print List. Print the rental history list. |
Rental/Sales/Equipment Sales History by Customer
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