Use this program to:

This is helpful when a monthly report of an options's sales must be generated, such as for PAI sales.


WARNING CONCERNING OPTION PACKAGES

The use of Option Packages (not Option Bundles) may negatively impact this report. Please see the warning section at the end of the chapter, Overview - Option Discounts, Bundles and Packages for a more detailed explanation of the impact of the Option Package logic on this and other reports.


To access the program, type OPTRPT (RET) at any menu "OPTION:" field or the appropriate number on the Manager's Sales Reports Sub-menu of the Daily Procedures menu. The screen will then display:

OPTION: OPTIONAL REVENUE REPORT

1 Start Date 05-1-19
2 End Date 05-1-19
3 Location TUS
4 Option Code
5 Start Asset# FIRST
6 End Asset# LAST
7 Employee ALL
8 Sort Order 1 (1=Location/Employee 2=Employee/Location)
9 Edited Rates Only N
10 Detail/Summary D
11 Prt/Dspl/File/CSV P
12 Printer /dev/tty
13 Walk-up RA's 3 (1=Walk-up RAs 2=RAs w/Res 3=All RAs)



1PRINT 2 3ERASE 4 5 6 7HELP 8

Enter data as follows:

1. START DATE

Using the selected date format, enter the Starting DBR date. Press RET to default to today's date.

EXAMPLE:Type 040119 RET)

2. END DATE

Using the selected date format, enter the Ending DBR Date. Press RET to default to today's date

EXAMPLE:Type 043019 (RET)

3. LOCATION

For the opening location, enter

1. Up to 6 alphanumeric characters to select a single location.

2. A Group Name representing several locations (see the Chapter Edit Group Names for a discussion on location groups). Remember, the first character of a Group Name is the plus sign "+".

3. "ALL" to include all locations

Press RETURN to accept the default location.

EXAMPLE: Type TUS (RET)

4. OPTION CODE

Enter up to 5 alphanumeric characters representing the single Option Code to be reported.

EXAMPLE: Type PAI (RET)
5. START ASSET#
6. END ASSET#

7. EMPLOYEE

To limit the report to RAs opened by a single employee, enter up to 6 alphanumeric characters representing the employee's code. Press RET to include to All Employees.

EXAMPLE: Type JEG (RET)

8. SORT ORDER

Select how the data should be sorted. Enter:

1 =To sort first by location; then by employee

2 =To sort first by employee; then by location

EXAMPLE: Type 2 (RET)

9. EDITED RATES ONLY

Enter

Y = Yes. Only list the option if the primary rate on the RA Charge record is different from the primary rate in the option's record in Edit Option Rates.

N = No. List the option whether or not the primary rate on the RA Charge record matches the primary rate in Edit Option Rates.

EXAMPLE: Type N (RET)

10. DETAIL/ SUMMARY

Select the report format. Enter:

D = Detailed Report

S = Summary Report

EXAMPLE: Type D (RET)

11. PRINT/
DISPLAY/FILE/CSV

Enter:

P = Print a hard copy of this report on your terminal's assigned printer or send it as an e-mail. See the Edit Terminal Records Chapter for instructions on how to assign printers and send reports as e-mails.

D = Display this report on this screen. See the General Data Entry Instructions Chapter on how to control the screen display.

F = Create a comma separated value (csv) file. The file will be placed in the directory "optrpt" under the CARS+ base installation directory. The file name will be in the format YYMMDD_CC.csv where YYMMDD is the date the report was run and CC is the company number from which the report was run. For example, a report run January 4, 2011 from company 00 would be named 110104_00.csv The first line of the file will be a “header row” which identifies the data in each field.

C = CSV. In order to get the CSV file, you must either use Change User Environment or the next field to set your CARS+ Report Printer to a value that causes the output to be opened or saved as a file. The current CARS+ Report Printer setting is displayed in Field 10. Please refer to the chapter for Edit Terminal Records or Change User Environment for more information on setting up printing to a file and/or opening a file in the default program for that file.

User Tip: The difference between CSV in this field vs File. The Create Flat File option ("F") should only be used by operations running CARS+ on their own hosted servers. For users using CARS+ Internet, use the CSV option ("C") as the resulting file will be delivered to your PC.

EXAMPLE: Type P (RET)

12. PRINTER

This field defaults to your default CARS+ report printer. If the report should be sent to a different printer, use this field to designate which printer should be used.

EXAMPLE: Press (RET)
13. WALK-UP RA'S Enter:

1 = Include only walk-up RAs (no reservation attached to the RA)
2 = Include only RAs with a reservation
3 = Include all RAs

EXAMPLE: Press (RET)

The screen will then display:

OPTION: OPTIONAL REVENUE REPORT

1 Start Date 04-01-19
2 End Date 04-30-19
3 Location TUS
4 Option Code PAI
5 Start Asset# FIRST
6 End Asset# LAST
7 Employee JEG
8 Sort Order 2 (1=Location/Employee 2=Employee/Location)
9 Edited Rates Only N
10 Detail/Summary D
11 Prt/Dsply/File/CSV P
12 Printer /dev/tty
13 Walk-up RA's 3 (1=Walk-up RAs 2=RAs w/Res 3=All RAs)



1PRINT 2 3ERASE 4 5 6 7HELP 8

PRESS "F1" AT "OPTION:"TO BEGIN.

Notes about the report:

RAs opening at the Location(s) requested and falling within the DBR dates entered will be included on the report. Both posted and unposted RAs are included. If a detailed report is requested, one line of information prints the following data for each RA:

At each sort break the last 3 columns are subtotaled along with the number of RAs.

If the report is requested in summary, only the subtotal lines appear.