This report allows you to identify when contracts are due for renewal. When you run the report, you are given the option to choose the format in which the report is output. You have the option to print it, output it in HTML format or display it. You are also prompted for an expiry date. The system reports on all contracts that expire within the number of days specified.
For each contract, the following details are summarised on the report:
Product code
Description of the contract
Account number
Customer name
Contract reference number
Start date
End date
The price of the product excluding VAT
To produce a contract reminders report:
From the Rev.8 Master Menu, select the Point-of-sale option and Company you require.
The POINT OF SALE menu is displayed.
Select the Contract pricing option.
The SO CONTRACT PRICING menu is displayed.
Select the Contract reminders option.
The Contract Reminders (SO) form is displayed.
Complete the form and click OK.
The report is compiled and output in the selected format.
This form is displayed when you select the Contract reminders option from the SO CONTRACT PRICING menu. From this form you can produce a Contract Reminders report.
Output type: Enables you to specify the format in which the report is produced:
Print: Prints the report to the currently selected printer
HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format
Display: Displays the report
Account: The Sales Ledger account - account for which you want to produce a report, or leave blank to produce a report for all accounts
Will expire in next N days: Number of days in advance from the system date to search on where contracts are due for renewal
PUSH BUTTONS:
OK: Outputs the report in the selected format
Cancel: Returns you to the CONTRACT PRICING MENU
Help: Displays help on the current program using the default browser
Schedule: Displays the Timed Operations scheduler
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group
