AR Open Item Edit Report

This program is used to track changes made to open items in RealWorld Accounts Receivable.

(Tracking changes is turned on with the "transaction logging" feature in the Edit Misc. Control File.)

Changes change be made to open items by the following programs:

Change Apply-to Number

Allows a change in the apply-to number or the due date. Both types of changes are logged.

Load AR Open Item Data

Allows items to added, changed, or deleted

To access AR Open Item Edit Report program, type AREDIT (RET) at any menu "OPTION:" field or the appropriate line number from the Rental Accounting Menu. The screen will display as follows:

OPTION:__________ AR OPEN ITEM EDIT REPORT

1 Start Date 10-12-10
2 End Date 10-12-10
3 Start Doc# FIRST
4 End Doc# LAST
5 Location ALL
6 Employee ALL
7 Sort Order E (E=Employee, R=RA #, D=Date)
8 Print/Display P Printer: prtspool

1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

Enter data as follows:

1. START DATE	Enter the starting date for edits. Changes that were made within the date range entered in Fields 1 and 2 will be reported. EXAMPLE: Press (RET)
2. END DATE	Enter the ending date for edits. EXAMPLE: Press (RET)
3. START DOC#	Enter up to 8 alphanumeric characters to indicate the lowest document number to be included. Press RET to default to the "FIRST" document on file. EXAMPLE: Press (RET)
4. END DOC#	Enter up to 8 alphanumeric characters to indicate the highest number to be included. Press RET to default to "LAST" document on file. EXAMPLE: Press (RET)
5. LOCATION	Enter up to 6 alphanumeric characters to indicate the location at which these changes were made. Press RET to include to ALL locations. User tip: the system uses the employee's current location to determine where the edit took place. EXAMPLE: Type TUS (RET)
6. EDIT EMPL	Enter up to 6 alphanumeric characters to select a single Employee code. This will restrict the report to only those edits that were made by this employee. Press RET to include edits made by ALL Employees. EXAMPLE: Type ALL (RET)
7. SORT ORDER	Enter: E = Sort the data by employee code. R = Sort the data by the document number. D = Sort the data by the date of the edit. EXAMPLE: Type E (RET)
8. PRINT/ DISPLAY	Enter: P = Print a hard copy of this report on your terminal's assigned printer. S = Display this report on the terminal's screen. EXAMPLE: Type P (RET)

The screen will display:

OPTION: __ RA EDIT REPORT

1 Start Date 03-01-08
2 End Date 03-15-08
3 Start RA FIRST
4 End RA LAST
5 Location TUS
6 Employee ALL
7 Sort Order E (E=Employee, R=RA #, D=Date
8 Print/Display P Printer: /dev/tty

1BEGIN 2 3ERASE 4 5BACKUP 6 7HELP 8

PRESS "F1" AT "OPTION" TO BEGIN.

Sample Report:

03-22-XX 16:26:54 MIKE    /dev/ttyee 11   CARS+ RENT-A-Car            PRTFILE     Report #1136   Page 0001

                                                   R A   E D I T   R E P O R T

SELECTIONS----------
Date/Time range:    03-01-XX at 0000  to 03-15-XX at 2359
RA # range:         FIRST    to LAST
Sort Order:         RA#
Employee:           ALL
Location:           TUS
----------------------------------------------------------------------------------------------------------
Empl      RA#        Modify Date Time     Field Name               Old Value            New Value
----------------------------------------------------------------------------------------------------------

AMM       S370328     03-13-XX   1408     RA-DEP-AMT                  .00                 100.00
AMM       S370328     03-13-XX   1408     RA-LOCAL-CONT                                360-7941 DOUG LAING

OMB       S370357     03-06-XX   1641     RA-ODOM-OUT                 21500               21459

LAL       S370368     03-07-XX   1613     RA-LOC-IN               LAX                 TUS

GRF       S370379     03-02-XX   1207     RA-RT-DAY                    45.00               55.00
GRF       S370379     03-02-XX   1207     RA-RT-EFF-DATE-TIME      01-03-XX 0000       09-05-XX/0000
GRF       S370379     03-02-XX   1207     RA-RT-PROD               RTL                 1PRI
GRF       S370379     03-02-XX   1207     RA-RT-WEEK                  300.00              400.00

MSP       S370389     03-13-XX   0930     RA-IN-DATE-TIME          07 12-XX 1730       07-16-XX/1730

OAA       S370416     03-14-XX   1002     RA-OUT-DATE-TIME         07-14-XX 1000       07-14-XX/0815

                                           -- End of report --

NOTES - RA EDIT REPORT, PAGE 1

A. This report was requested 3-22 at 4:26 p.m. by Mike. The report shows changes made to rental agreements that are tracked by the "transaction logging" feature in CARS+.
Changes are shown by printing the Field Name that was changed and then showing the "Old Value" in one column and the "New Value" in the next column.

B. The "Selections" criteria shows the following:

Date/Time Range: The report covers changes made from March 1 to March 15.
RA# Range: All rental agreements were included; but the report can be limited to a range of RA numbers.
Sort Order: The information on the report is sorted by RA number. Other choices for sorting are by Employee or by Date.
Employee: All employees were included, but the report can be limited to a specific employee.
Location: The report is for the Tustin (TUS) location.

C. On S370328 a deposit for $100 and a local contact were added.

D. On S370357 the odometer reading on the Open screen was changed.

E. On S370368 the return location was changed.

F. On S370379 there was a rate change, switching from rate code "RTL" to "1PRI". Notice that the daily and weekly rates changed.

G. On S370389 the return date was changed.

H. On S370416 the opening time was changed.