Use this program to produce a report that details rentals for CDPID accounts.

This report is comprised of data from closed and posted RAs with CDPID numbers. When requested in detail, one line of information prints for each RA including the open and close dates, renter's name, vehicle class, opening location, Time and Mileage/Km revenue, and LDW revenue.

Several statistical summaries are shown after the final subtotals:

Summary by month
Summary by Class
Summary by FOP
Summary by Opening Location
Summary be Rental Length

To access the program, type CDPRPT (RET) at any menu "OPTION:"field or the appropriate number on the Corporate Account Submenu of the Customer Maintenance Menu. The screen will then display:


OPTION: CORPORATE ACCOUNT REPORT


1 Start Date 04-01-10 21 LDW Separately? Y
2 End Date 04-30-10
3 Location ALL
4 Start CDPID FIRST
5 End CDPID LAST
6 Start Rate Code FIRST
7 End Rate Code LAST
8 Sales Territory ALL
9 Start Employee FIRST
10 End Employee LAST
11 Market Segment ALL
12 Report Miles Y/N N
13 Detail/Summary D
14 Page Breaks N
15 Print/Display/File/Csv P
16 Printer /dev/tty
17 Legends Separate? Y
18 Start Contract# FIRST
19 End Contract# LAST
20 Sort by 1 1=CDPID#,2=contract#,CDPID#,3=salesman,CDPID#



1BEGIN 2 3 4 5BACKUP 6 7HELP 8

Enter data as follows:


1. START DATE

Using your selected date format, enter the Starting Date. Press RET to default to the first day of the previous month. The date range in Fields 1 and 2 refers to the closing DBR date of the RAs.

EXAMPLE: Press (RET)

2. END DATE

Using your selected date format, enter the Ending Date. Press RET to default to the last day of the previous month. The date range in Fields 1 and 2 refers to the closing DBR date of the RAs.

EXAMPLE: Press (RET)

3. 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 "+".

Press RETURN to accept the default of ALL locations.

EXAMPLE: Type TUS (RET)

4. START CDPID

Enter a starting CDPID number or press (RET) to default to the FIRST one on file.

EXAMPLE: Press (RET)

User tips:

Traditionally, CDPID numbers are assigned to corporate accounts. They may also be assigned to Vendor records. In some cases, both the renter on a RA and the vendor may have CDPID numbers. This report uses the renter's CDPID number when selecting RAs.

If you would prefer to have the report reference the Vendor's CDPID number instead, ask Thermeon's Customer Support Dept. to set up GVT record "VENDCDP".

5. END CDPID

Enter an ending CDPID number or press (RET) to default to the LAST one on file.

EXAMPLE: Press (RET)
6. START RATE CODE
 To limit the report to RAs with a particular Rate Code(s), enter the starting rate code. Press (RET) to begin with the 'FIRST' rate code.

EXAMPLE: Press (RET)
7. END RATE CODE
 To limit the report to RAs with a particular Rate Code(s), enter the ending rate code. Press (RET) to end with the 'LAST' rate code.

EXAMPLE: Press (RET)

8. SALES TERRITORY

Enter up to 3 alphanumeric characters to indicate a specific Sales Territory or press (RET) to default to ALL. (Sales Territories are user defined and can be entered on each Salesman's Record.) These are user defined.

Note:If a specific Territory is entered in this field, the report must be run for "ALL" salesmen.See Fields 7 and 8.

EXAMPLE: Type CAL (RET)

9. START EMPLOYEE

Enter up to 6 alphanumeric characters to indicate the Employee Code for an individual sales person or press (RET) to default to the FIRST one. Codes entered here must already exist in the User Access File.

EXAMPLE: Press (RET)

Note: If a specific Territory is entered in Field 6, the report will be run for "ALL" salesmen. A change from the defaults is not allowed in the Salesman fields.

10. END EMPLOYEE

Enter up to 6 alphanumeric characters to indicate the Employee Code for an individual sales person or press (RET) to default to the LAST one. Codes entered here must already exist in the User Access File.

EXAMPLE: Press (RET)

Note: If a specific Territory is entered in Field 6, the report will be run for "ALL" salesmen. A change from the defaults is not allowed in the Salesman fields.

11. MARKET SEGMENT

Enter up to 3 alphanumeric characters to indicate a Market Segment. (Market Segments, such as "corporate", "government", or "leisure" can be defined in the Edit Corporate Account record.) Or, press (RET) to include ALL Market Segments.

EXAMPLE: Type CRP (RET)

12. REPORT MILES Y/N

Indicate whether or not a column for the distance driven should replace the FOP Code column. Enter:

N = No, do not show the distance driven.Keep the FOP Code column on the report.

Y = Yes, replace the FOP Code column with a column for the distance driven on each RA.On the summary line, the Average Kms will be calculated.

EXAMPLE: Type Y (RET)

13. DETAIL/ SUMMARY

Indicate whether the report format should be in detail or summary.

Detailed reports have one line of data for each RA. Summary reports show subtotals by CDPID number. Statistical data in included in both the detail and summary versions.

D = Detailed Report

S = Summary Report

EXAMPLE: Type D (RET)

14. PAGE BREAKS

Indicate whether or not there should be a new page for each CDPID number. Enter:

Y = Yes, make a page break between each CDPID number.

S = No, page breaks are not necessary.

EXAMPLE: Type N (RET)

15. PRINT/ DISPLAY/ FILE/Csv

Enter:

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

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

F = Produce a comma delimited file which will be written to the hard drive.

C = Produce a comma delimited file which will be sent to the printer.

EXAMPLE: Type P (RET)
16. PRINTER

Enter the device name of the printer where the report should print. Press RET to accept the default report printer.

EXAMPLE: Press (RET)
17. LEGENDS SEPARATE?
 The 'legend' is the listing of the selection choices normally found in the upper left corner on the first page of a CARS+ report. Enter:

Y = print the legend on a separate page
N = print the legend on the same page as the beginning data of the report.

EXAMPLE: Press (RET)
18. START CONTRACT #
 The 'contract number' referred to in this field and next one is the corporate contract number that is linked to the CDPID record (Coporate Contracts and Local Corporate Contracts). (This field does not refer to the RA number.)

To limit the report to RAs with a CDPID number that refer to a corporate contract number range, enter the starting contract number. Press (RET) to begin with the 'FIRST' contract number.

EXAMPLE: Press (RET)

19. END CONTRACT #
 Reer to the previous field.

To limit the report to RAs with a CDPID number that refer to a corporate contract number range, enter the ending contract number. Press (RET) to end with the 'LAST' contract number.

EXAMPLE: Press (RET)
20. SORT BY
 This field controls how the data is sorted. Enter:

1 = By CDPID number

2 = By corporate contract number, then sub-sorted by CDPID number. (A subtotal will be shown after each CDPID number and for each contract number. However, if page breaks are requested, subtoatls are shown only after each contract number.)

3 = By Salesman code, then sub-sorted by CDPID number.

EXAMPLE: Type 1 (RET)
21. LDW SEPARATE
 This field is used to specify if LDW should be listed separately or combined with other coverages. Enter:

Y = Show LDW in a separate column labeled "LDW"
N = Combine all coverages in a column labeled "All Cvgs"

EXAMPLE: Press (RET)

User tip: This program can be configured with different default choices for some of the fields. Contact Thermeon's Customer Support Dept. for more information.

The screen will then display:

OPTION: CORPORATE ACCOUNT REPORT

1 Start Date 04-01-10 21 LDW Separately? Y
2 End Date 04-30-10
3 Location TUS
4 Start CDPID FIRST
5 End CDPID LAST
6 Start Rate Code FIRST
7 End Rate Code LAST
8 Sales Territory ALL
9 Start Employee FIRST
10 End Employee LAST
11 Market Segment CRP
12 Report Miles Y/N N
13 Detail/Summary D
14 Page Breaks N
15 Print/Display/File/Csv P
16 Printer /dev/tty
17 Legends Separate? Y
18 Start Contract# FIRST
19 End Contract# LAST
20 Sort by 1 1=CDPID#,2=contract#,CDPID#,3=salesman,CDPID#






1BEGIN 2 3 4 5BACKUP 6 7HELP 8

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

Notes about the report:

Only closed and posted RAs with CDPID numbers matching the selection criteria will be included.
RAs are sorted by Opening Date.
If run for more than one month, subtotals print for each monthly break.

Columns on the report:

  • Renter name
  • Opening date
  • Closing date
  • Number of chargeable rental days*
  • Vehicle class reserved
  • Vehicle class renter
  • Opening Location
  • Time & mileage (km) revenue (defined as Time + Mileage - Discount - any options included in the T&M rate)
  • LDW Revenue - Note: LDW revenue is extracted from inclusive rates.
  • Other Revenue - all options (other than T&M and LDW) where the "Report As Revenue" field in the Edit Optional Items file is either blank or "Y".
  • Non-Rev Charges - all options (other than T&M and LDW) where the "Report As Revenue" field in the Edit Optional Items file is set to "N".
  • Total Revenue
  • Average Daily Rate (based on time and mileage/km only)
  • FOP (form of payment) Code OR Number of miles/kms driven (depends on choice made in “Report Miles’ field)
  • RA Number
  • Check-in Location
  • Total kms/miles driven

* This report contains a calculation of rental length called "DBR Days" (or just "Days"). One of two possible formulas are used in CARS+ to calculate this figure. To chose the formula to be used in this as well as over fifty other CARS+ reports, go to Page 5, Field 3 of Edit Miscellaneous Control Fields.

For the time period requested (usually a month), the following is shown:

  • Number of RAs
  • Rental Days (chargeable)
  • Average Length Rental
  • Average Miles/Kms