- In addition, for many reports, Group Codes will trigger subtotal roll-ups (groups within groups and subtotals provided for each group level). For more information, refer to the section on Subtotal Roll-Ups at the end of this chapter.- One Location Code, or
- The word "ALL" to select all locations on file, or
- A Group Code which allows reports to be run for a group of locations under a single code. By defining location groups, it is possible to run the following type of reports:
1. A Vehicle Status Report for available cars at just the suburban locations.
2. A DBR for just the airport locations.
3. A RA Summary report for owned locations in the northern part of the state.
TO DELETE A RECORD: Press F4. The following prompt will appear:
ENTER GROUP CODE TO BE DELETED:
If the number entered matches the number of the record displayed on the screen, the following prompt will appear. Enter "Y" or "N" as appropriate.
ARE YOU SURE (Y/N) ?
If the number entered does not match, the following message will display:
ENTRY DOES NOT MATCH, DELETE ABORTED
If there are unexpired Option Rate records or unexpired Percent Matrix records using the Group Code, the following message will display and the Group Code will not be deleted:
THIS CHANGE WILL TERMINATE OPTION RATES; CANNOT PROCEED
To obtain a report of the locations and groups within groups, use the Location Group Codes Report on the Print Location Control Files menu.
Changes made to records in this file are logged in the CHGLOC file which can be accessed by a Thermeon Customer Support representative.
To navigate through the records in this file, use:
To access the Edit Group Codes program, type EDITGRP (RET) at any menu "OPTION" field or the appropriate line number on the Location Controls Menu. The screen will then display:
| OPTION: __ EDIT GROUP CODES 1 Group Code 2 Description 3 Type 4 Member 1 19 Member 16 5 Member 2 20 Member 17 6 Member 3 21 Member 18 7 Member 4 22 Member 19 8 Member 5 23 Member 20 9 Member 6 24 Member 21 10 Member 7 25 Member 22 11 Member 8 26 Member 23 12 Member 9 27 Member 24 13 Member 10 28 Member 25 14 Member 11 29 Member 26 15 Member 12 30 Member 27 16 Member 13 31 Member 28 17 Member 14 32 Member 29 18 Member 15 33 Member 30 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8 |
Enter data as follows:
|
1. GROUP CODE |
Enter the plus sign "+" followed by up to 5 alphanumeric characters as a code to indicate a group of locations. It should be noted that the first character of a group code MUST be the plus sign. EXAMPLE: Type +SUB (RET). |
|
2. DESCRIPTION |
Enter up to 49 characters for the description of this location group. EXAMPLE: Type SUBURBAN OWNED LOCATIONS (RET). |
|
3. TYPE |
In general, Location Groups are used on many CARS+ report programs to select a "group" of locations to be reported. In addition, special groups can be set up for specific uses with the system. This field is used to designate whether or not a Location Group triggers any special logic. Enter:
EXAMPLE: Type O (RET) User tip: All Location Groups defined here can be used on any CARS+ report to select locations to be reported. That is even those groups that are defined primarily for Options can be used on any report even those that have nothing to do with options. But an Option Location Group cannot be used as a metroplex group or as part of a Special Document record. If a program requires a ceratin type of Location Group, not only must the Location Group entered be of the correct type, but all sub-groups that are members of that group must have the same Type Code. User Warning: Changing the Type on an existing Location Group may cause records that use that Group Code to no longer be "seen" by the system. For example, if Location Group +SUB has a blank Type and is currently used to set up Special Documents for the suburban locations, changing it's Type Code to "O" so that it can be used for Option Rates, will cause all Special Documents with +SUB as their Location Group to become invalid. |
|
FIELDS 4 |
In these fields enter the Location Codes of locations that belong to this group. The following codes may be used a. Owned locations defined in the Location File. b. Foreign locations defined in the Customer File. c. Other location groups (that is a Location Group can be a member of a larger location group). . However, for metroplex purposes, a Group Code may not have other groups as members. All members of the metroplex group must be individual locations. EXAMPLE: Type BKP (RET) Note: Although CARS+ can have an unlimited number of locations, there is a limit on Location Groups. All locations involved in a group (including all locations in sub-groups) cannot exceed 500. |
The screen will then display:
| OPTION: __ EDIT GROUP CODES 1 Group Code +SUB 2 Description SUBURBAN OWNED LOCATIONS 3 Type O 4 Member 1 BKP 19 Member 16 5 Member 2 GGV 20 Member 17 6 Member 3 NPT 21 Member 18 7 Member 4 HBH 22 Member 19 8 Member 5 ANA 23 Member 20 9 Member 6 FUL 24 Member 21 10 Member 7 DIS 25 Member 22 11 Member 8 26 Member 23 12 Member 9 27 Member 24 13 Member 10 28 Member 25 14 Member 11 29 Member 26 15 Member 12 30 Member 27 16 Member 13 31 Member 28 17 Member 14 32 Member 29 18 Member 15 33 Member 30 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8 |
PRESS "F1" AT "OPTION:" TO SAVE THE RECORD.
Operations with multiple locations are often interested in running reports with subtotals by geographic divisions such as:
This is done by creating multiple levels of location groups (remember, a group can be part of another group). Reports with subtotal roll-ups will print subtotals for each group level. For example, a report run for the group which represents the entire country gives a grand total for the entire operation and includes subtotals for each region. Within each region, subtotals are shown for each state or province. Within each state/province, subtotals are shown for each city. Within each city, subtotals are shown for each location.
To illustrate this, an example is shown below. Observations follow the example.| Individual Locations |
Groups by City |
Groups by Area (ex: State/Province) |
Groups by Region |
Entire Operation |
|---|---|---|---|---|
| LOC01 LOC02 LOC03 ------------ LOC21 LOC22 ------------ ------------ LOC31 LOC31 LOC33 LOC34 LOC35 ------------ LOC41 LOC42 ------------ ------------ ------------ LOC51 LOC52 LOC53 ------------ LOC61 LOC62 ------------ ------------ LOC71 LOC72 LOC73 ------------ LOC81 LOC82 ------------ ------------ ------------ ------------ |
+CITY1 +CITY2 ------------- +CITY3 +CITY4 ------------- ------------- +CITY5 +CITY6 ------------- +CITY7 +CITY8 ------------- ------------- ------------- |
+AREA1 +AREA2 ------------------------- +AREA3 +AREA4 ------------------------- ------------------------- |
+REGN1 +REGN2 ------------ |
+ALL |
Observations:
Locations 1, 2 and 3 roll up to a city group, +CITY1.
Locations 21 and 22 roll up to another city group, +CITY2.
The city groups +CITY1 and +CITY2 roll up to an area group, +AREA1.
The area groups AREA1 and AREA2 roll up to a regional group +REGN1
Finally, the regional groups roll up to a group for the entire operation, +ALL.
In a report that supports rolled-up subtotals, the subtotals will appear in the order illustrated in the chart above.
Using the structure illustrated above, some examples are shown below for setting up the groups within groups.
Example 1: The group record for the city that has Locations 1, 2, and 3:
| OPTION: __ EDIT GROUP CODES 1 Group Code +CITY1 2 Description CITY LOCATIONS 3 Type 4 Member 1 LOC01 19 Member 16 5 Member 2 LOC02 20 Member 17 6 Member 3 LOC03 21 Member 18 7 Member 4 22 Member 19 8 Member 5 23 Member 20 9 Member 6 24 Member 21 10 Member 7 25 Member 22 11 Member 8 26 Member 23 12 Member 9 27 Member 24 13 Member 10 28 Member 25 14 Member 11 29 Member 26 15 Member 12 30 Member 27 16 Member 13 31 Member 28 17 Member 14 32 Member 29 18 Member 15 33 Member 30 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8 |
Obviously separate group records will exist also for Cities 3 through 8.
Example 2: The group record for Area 1 made up of the 2 cities:
| OPTION: __ EDIT GROUP CODES 1 Group Code +AREA1 2 Description STATE OR PROVINCE 3 Type 4 Member 1 +CITY1 19 Member 16 5 Member 2 +CITY2 20 Member 17 6 Member 3 21 Member 18 7 Member 4 22 Member 19 8 Member 5 23 Member 20 9 Member 6 24 Member 21 10 Member 7 25 Member 22 11 Member 8 26 Member 23 12 Member 9 27 Member 24 13 Member 10 28 Member 25 14 Member 11 29 Member 26 15 Member 12 30 Member 27 16 Member 13 31 Member 28 17 Member 14 32 Member 29 18 Member 15 33 Member 30 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8 |
Example 3: The group record for Region 1, made up of 2 areas:
| OPTION: __ EDIT GROUP CODES 1 Group Code +REGN1 2 Description WESTERN REGION 3 Type 4 Member 1 +AREA1 19 Member 16 5 Member 2 +AREA2 20 Member 17 6 Member 3 21 Member 18 7 Member 4 22 Member 19 8 Member 5 23 Member 20 9 Member 6 24 Member 21 10 Member 7 25 Member 22 11 Member 8 26 Member 23 12 Member 9 27 Member 24 13 Member 10 28 Member 25 14 Member 11 29 Member 26 15 Member 12 30 Member 27 16 Member 13 31 Member 28 17 Member 14 32 Member 29 18 Member 15 33 Member 30 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8 |
Example 4: Finally, the group record for +ALL, is made up of the 2 regions:
| OPTION: __ EDIT GROUP CODES 1 Group Code +ALL 2 Description COMPANY WIDE 3 Type 4 Member 1 +REGN1 19 Member 16 5 Member 2 +REGN2 20 Member 17 6 Member 3 21 Member 18 7 Member 4 22 Member 19 8 Member 5 23 Member 20 9 Member 6 24 Member 21 10 Member 7 25 Member 22 11 Member 8 26 Member 23 12 Member 9 27 Member 24 13 Member 10 28 Member 25 14 Member 11 29 Member 26 15 Member 12 30 Member 27 16 Member 13 31 Member 28 17 Member 14 32 Member 29 18 Member 15 33 Member 30 1SAVE 2NEXT 3ERASE 4DELETE 5BACKUP 6 7HELP 8 |
This illustrates a four level roll-up (company, regions, areas, cities). CARS+ supports up to five levels of subtotal roll-ups. If more than 5 levels (groups) are set up, the groups beyond the 5th one are merged into the 5th (lowest) level .
The reports in CARS+ that currently support subtotal roll-ups are:
Accounting DBR
CDPID Rentals Report
Daily Operations Report