Rental/Sales/Equipment
Sales History by Customer
Program/Screen: RARSHI/RARSHIC1
Description:
Use this program to review a history of all rental or sales transactions for a specific customer.
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Navigation
Access this screen by pressing F13 (Shift + F1) from the Customer Contract Inquiry screen, or by entering 11 in the Option field on the Customer Search or Cash Customer Search screens. Review the rental history for the customer, and press F7-Toggle to switch to the sales item history for the customer. Press F7 again to switch to the equipment sales history for the customer Use the fields at the top of the screen such as Date Range and Job Number, and the filters positioned above some columns to focus the list of transactions to only the ones you want to review.
Where Used
Additional Program Screens
Display Contract Customer Information
Options
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Option |
Description |
|
1 |
Display invoice. Enter a 1 in the O (Option) field to advance to the Display Contract Customer Information screen for the selected contract. |
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Fields
Displays the number and name of the customer for whom you are reviewing rental history.
On the Rental History screen, enter an applicable projectGrouping of multiple customer jobs working on the same development venture. number to view only transactions related to that project.
On all screens, enter a starting date for which you want to review history for the customer.
On all screens, enter an ending date for which you want to review history for the customer.
On the Rental History screen, enter a job number to review only transactions related to that job.
Rental History
Displays the date of the transaction.
On the Rental History and the Equipment Sales History screens, this field displays the category/class for the equipment involved in the rental transaction.
On the Sales History screen, this field displays the item number associated with the sales transaction.
On the Equipment Sales History screen, this field displays the equipment number associated with the sales transaction.
Displays the description of the category/class, sales item, or equipment associated with the transaction.
On the Rental History screen, this field displays the job number associated with the transaction.
On the Sales History screen, this field displays the price of the item on the transaction.
On the Sales History and the Equipment Sales History screen, this field displays the transaction quantity.
Displays the monetary amount of the transaction.
Displays the currency code for the transaction.
Function Keys
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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. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F7 |
Toggle. Press once to switch to the Sales History screen for the customer. Press again to switch to the Equipment Sales History screen. |
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F11 |
Detail. Display two more lines of detail for each transaction. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F17 (Shift + F5) |
Top/Bottom of List. Press F18 to advance to the bottom of the transaction list. Press F17 to return to the top of the list. |
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F18 (Shift + F6) |
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F20 (Shift + F8) |
Print History. Print the list of historical transactions. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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