Use this program to produce a report of the volume and profitability of various Rate Products. It summarizes closed RAs by Rate Code and Vehicle Class. Only posted RAs are reflected on this report.

To access the Rate Usage Report, type RATEUSE (RET) at any menu "OPTION:" field or the appropriate line number on the Month End Menu. The screen will then display:

OPTION: __ RATE USAGE REPORT

1 Start Date 03-01-04
2 End Date 03-31-04
3 Start Rate Code FIRST
4 End Rate Code LAST
5 Open Location ALL
6 Truncate Decimals? N
7 Class ALL
8 Sub-Sort Option C (C=Class, E=Employee)
9 Print/Display P Printer: LASER


1SAVE 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. Closed and posted RAs whose close date (not DBR date) is within the date range entered in Field 1 and 2 will be selected for this report.

EXAMPLE: Type 032004 (RET)

User tip: Because the RAs are selected by their "close date" (not DBR date), the RA Summary Report should be used for a comparison rather that the DBR. The RA Summary Report also selects RAs by their close date.

2. END DATE

Using your selected date format, enter the Ending date. Press RET to default to the last day of the previous month.

EXAMPLE: Type 033104 (RET)

3. START RATE CODE

Enter up to 12 characters for the starting Rate Code or press RET to default to the FIRST one.

EXAMPLE: Type CORP1 (RET)

Note: If a range of Rate Codes is selected, a subtotal will print for each rate with a grand total at the end of the report.

4. END RATE CODE

Enter up to 12 characters for the ending Rate Code or press RET to default to the LAST one.

EXAMPLE: Type CORP4 (RET)

5. OPEN LOCATION

Enter up to 6 alphanumeric characters to indicate the Opening Location making one of the following choices:

Enter:

  1. Up to 6 alphanumeric characters to select RAs for a single location.
  2. A Group Name representing several locations. (The first character of a Group Name is the plus sign "+".)
  3. Press RETURN to accept the default location.

Note: Your user access may be limited as to the locations for which you can run this report. If your access is restricted and you attempt to enter a location or location group which is outside your allowed parameters, the following message will be displayed at the bottom of the screen and your selection will be ignored:

RESTRICTED REPORT LOCATION

EXAMPLE: Type TUS (RET).

6. TRUNCATE DECIMALS

Enter:

Y = Yes, print column totals in even dollars only.

N = No, print column totals with dollar and cents.

EXAMPLE: Type N (RET)

7. CLASS
To limit the report to a single Class, enter up to 4 alphanumeric characters representing the Class. Otherwise, press (RET) to accept the default of ALL Classes.

EXAMPLE: Press (RET)

8. SUB-SORT OPTION

Enter one of the following characters to indicate the Secondary Sort Option or press RET to leave blank.

C = Class
E = Employee

EXAMPLE: Type C (RET)

9. PRINT/ DISPLAY

Enter:

P = Print a hard copy of this report on your terminal's assigned printer. See the Edit Terminal Record Chapter for instructions on how to assign printers.

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

EXAMPLE: Type P (RET)


The screen will then display:

OPTION: __ RATE USAGE REPORT

1 Start Date 03-20-04
2 End Date 03-31-04
3 Start Rate Code CORP1
4 End Rate Code CORP4
5 Open Location TUS

6 Truncate Decimals? N
7 Class ALL
8 Sub-Sort Option C (C=Class, E=Employee)
9 Print/Display P Printer: LASER


1SAVE 2 3 4 5BACKUP 6 7HELP 8


PRESS "F1" AT THE "OPTION" TO BEGIN PRINTING.


Notes on reading the report:

All "revenue" calculations on the report are based on:

Gross amount of the RA

Less: Sales tax or PST

Less: Fuel Charges

Therefore:

Average RPD (Revenue Per Day) = (Gross amount on the RA less sales tax or PST less fuel charges) divided by the # of days

Average Revenue = (Gross amount on the RA less sales tax or PST less fuel charges) divided by the # of RAs

Total Revenue = Gross amount on the RA less sales tax or PST less fuel charges