Customer Rental History with Category/Class Detail

Program/Screen: RABQCM/RABQCMC1

Description:

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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Navigation

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.

 

Unique Customer Rental History Screens

Category/Class Detail

Equipment Detail

Invoice Detail

 

Where Used

Customer Contract Inquiry

 

Options

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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Fields

Parameters

Customer number

Displays the number and name of the customer for which you are viewing rental history.

 

Job number

Enter a job number to view a list of category/class details associated with that job only.

 

From Category/Class

To view a list of transactions for a range of category/classes, enter the starting category/class for the range.

 

To Category/Class

To view a list of transactions for a range of category/classes, enter the ending category/class for the range.

 

From date

To view a list of transactions for a range of dates, enter the starting date for the range.

 

To date

To view a list of transactions for a range of dates, enter the ending date for the range.

 

Currency

Displays the currency for the monetary amounts in the list.

 

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List

 

Category/Class

Displays the category/class number associated with the rental transaction.

 

Description

Displays the category/class description.

 

Rental Days

Displays the number of days the category/class has been on rent.

 

Number on Rent

Displays the number of pieces of equipment the customer rented in that category/class

 

Rental Amount

Displays the monetary amount of the customer's rentals in that category/class.

 

Function Keys

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.

 

Related Programs

Contract Rental History

Rental/Sales/Equipment Sales History by Customer

 

 

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