Billable Ins Without Active Cycle Fees
Billable Ins Without Active Cycle Fees
Billable Ins without Active Cycle Fees
Module: Accounting
Overview
Use the Billable Ins Without Active Cycle Fees report to list all installations that have a monitoring status set to bill cycle fees but that do not have a contract or any active cycle fees.
Note: If multiple contracts exist for an installation and at least one of the contracts is in an active status with valid cycle fees, SBN includes no other contracts for the installation in this report (even if they are in a cancelled status or do not include valid cycle fees).
Note: When an installation has a base fee equal to zero, but an adjustment that raises the total fee greater than zero, this report does not calculate it.
To access this report, select Billable Ins without Active Cycle Fees (report #1154) from the main menu of SBN.
The Billable Ins Without Active Cycle Fees Report
This window contains two panes: use the upper pane to define the contents of the report; use the lower pane to define the job output - how, when, and where you want the report printed.
Note: See Report Parameters Pane for information on the fields in the lower pane, which are the same in every report.
Field Descriptions
The following table describes the fields used in the upper pane of this report.
You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards Allowed |
Description |
Check Date |
No |
You must select the date from which you want to check for installations without cycle fees. O This field defaults to the current date. |
Group By |
No |
You must select a grouping parameter for the report: l Branch l Dealer l None |
Use Branch From |
No |
You must select the category of branches to use in the report: l Installation l Contract |
Include Address |
No |
Enter a check mark in this box to include the address of the installation in the report. |
Exclude CID |
No |
Enter a check mark in this box to exclude the CID from the report. |
Exclude Future Cycle Fees |
No |
Enter a check mark in this box to exclude future cycle fees from the report. |
Monitoring Status |
Yes |
You may either select a specific monitoring status to limit the report to records that match the monitoring status or use the % wildcard to include all monitoring statuses. |
Revenue Group |
Yes |
You may either select a specific revenue group to limit the report to those records that match the revenue group or use the % wildcard to include all revenue groups. |
Branch Range |
||
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the beginning branch number of the range. (These menus originate from program #1530.) O If option rptprof is on, SBN limits report results to those within the user’s branch profile. |
Branch |
No |
You may select up to three ranges of branches to limit the report to branches within the ranges. Select the ending branch number of the range. (These menus originate from program #1530.) |
Exclude |
No |
You may exclude ranges of branches from the report by selecting the ranges of branches and then entering check marks in these fields. |
Dealer Range |
||
Dealer |
No |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the beginning dealer ID of a range. (These menus originate from program #1537.) |
Dealer |
No |
You may select up to three ranges of dealer IDs to limit the report to dealer IDs within the ranges. Select the ending dealer ID of a range. (These menus originate from program #1537.) |
Exclude |
No |
You may exclude ranges of dealer IDs from the report by selecting the ranges of dealer IDs and then entering a check mark in this box. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example
The following graphic shows an example of the output of the Billable Ins without Active Cycle Fees report.
Column Descriptions
The following table describes the columns used in the output of the report.
Column |
Description |
Branch or Dealer |
If you have chosen to group the report by branch or dealer, the first line for every entry on the report has either l Branch: Branch number l Dealer: Dealer ID O If you chose None in Group By field, the first line of the report starts with the installation number. |
Installation No |
Installation number for the account. |
Date |
Installation date for the account. |
Name |
Name on the installation account. |
Mon Status |
Current monitoring status code for this installation. |
Date |
Date the monitoring status became active for the account. |
Con No |
Contract Number for the account. |
Date |
Contract date for the account. |
Con Stat |
Current contract status code for this installation. |
Date |
Date the contract status became active for the account. |
Address |
If you flagged Include Address, the installation address displays on the next line of the report. |
CID |
If you included CIDs, the CID number for the account displays on the next line of the report. |
Button Functions
The following table displays the buttons, describes the shortcut keys, actions, and functionality.
Button |
Name |
Shortcut Key |
Action |
Description |
|
Open fields for recurring/template reports |
alt+f1 |
Open fields for recurring/template reports. |
|
|
Exit without saving |
esc |
Exit without saving changes to selected record. |
|
|
Save Existing Record |
enter |
Save changes to selected record. |
Modifications and Updates to Billable Ins without Active Cycle Fees
The following table lists modifications and updates to the Billable Ins without Active Cycle Fees document.
Mod Number |
Date |
Description |
n/a |
7/31/14 |
Images updated. |