Cancelled Contracts Report
Cancelled Contracts Report
Cancelled Contracts Report
Report #: 1177
Module: Accounting
Overview
The Cancelled Contracts Report displays all contracts that have a status that includes the cancelled flag. You may run the report according to installation date or cancel date. This report produces both detailed and summary output.
To access this report, select Cancelled Contracts (report #1177) from the main menu of SBN.
The Cancelled Contracts
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 to print the report.
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.
Note: You can use wildcard characters in selected fields. For more information on using wildcards, see Searches.
Field |
Wildcards Accepted |
Description |
Installation Period |
||
Date
- From |
No |
You may select a range of installation dates to limit the report to cancelled contracts that have an installation date within the range. Select the beginning installation date of the range. O Select either an Installation Period or a Cancellation Period. |
Date
- To |
No |
You may select a range of installation dates to limit the report to cancelled contracts that have an installation date within the range. Select the ending installation date of the range. O Select either an Installation Period or a Cancellation Period. |
Cancellation Period |
||
Date
- From |
No |
You may select a range of cancellation dates to limit the report to contracts that have a cancellation date within the range. Select the beginning cancellation date of the range. O Select either an Installation Period or a Cancellation Period. |
Date
- To |
No |
You may select a range of cancellation dates to limit the report to contracts that have a cancellation date within the range. Select the ending cancellation date of the range. O Select either an Installation Period or a Cancellation Period. |
Group By |
No |
You must select a grouping parameter for this report: l Branch l Dealer l None |
Masks |
||
Ctr Group 1 |
Yes |
You must either select a Contract Basics Group 1 to limit the report to contracts associated with that group, or use the % wildcard to include all Contract Basics Group 1 groups. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a Contract Basics Group 1 by selecting the group and then entering a check mark in this box. |
Ctr Group 2 |
Yes |
You must either select a Contract Basics Group 2 to limit the report to contracts associated with that group, or use the % wildcard to include all Contract Basics Group 2 groups. (This menu originates from program #1868.) |
Exclude |
No |
You may exclude a Contract Basics Group 2 by selecting the group and then entering a check mark in this box. |
Cancel Code |
Yes |
You must either select a cancel code to limit the report to contracts with that cancel code, or use the % wildcard to include all cancel codes. |
Exclude |
No |
You may exclude a Cancel Code from the report by selecting the code and then entering a check mark in this box. |
Branch Ranges |
||
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 a range. (These menus originate from program #1530.) O The first branch range defaults to the user’s branch profile. O If you leave these fields blank, the report includes all contract branches. |
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 a range. (These menus originate from program #1530.) O If you leave these fields blank, the report includes all contract branches. |
Exclude |
No |
You may exclude ranges of branches from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Dealer Ranges |
||
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.) O If you leave the fields blank, the report includes all dealer IDs. |
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 the range. (These menus originate from program #1537.) O If you leave the fields blank, the report includes all dealer IDs. |
Exclude |
No |
You may exclude ranges of dealer IDs from the report by selecting the ranges and then entering a check mark in the corresponding Exclude box. |
Running and Viewing a Report
For information on running and viewing a report, see Common Functions in SBN.
Report Example 1
The following graphic shows an example of the detailed output of the Cancelled Contracts report.
Column Descriptions 1
The following table describes the columns used in the detail output of the report.
Column |
Description |
Dynamic label |
Depending on the grouping parameter you selected, this column displays either branch or dealer, followed by the identifying code and name. |
Contract |
Contract number. |
Dynamic label |
Depending on the grouping parameter you selected, this column with display the branch code or the ID of the dealer associated with the contract. |
Installation |
Installation number. |
Deal |
ID of the dealer associated with the installation. |
Name |
Installation name. |
Ins Date |
Installation date. |
Ctr Stat Dt |
Date on which the contract status was last changed. |
Exp Date |
Date on which the contract expired. |
Months |
Number of months that the system has been installed, based on the difference between the installation date and the contract status date. |
Ctr State |
Current contract status. |
No i |
If this column displays an X, the No Invoice flag is set on the current contract status. |
Dynamic label |
Depending on the grouping parameter you selected, the total column displays the total number of cancelled accounts for each branch or dealer. |
Report Example 2
The following graphic shows an example of the summary output of the Cancelled Contracts report.
Column Descriptions 2
The following table describes the columns used in the summary output of the report.
Column |
Description |
Dynamic label |
Depending on the grouping parameter you selected, this column with display the branch code or the ID of the dealer associated with the contract. |
Status |
Contract status. |
Text |
Text description of the selected contract status. |
Count |
The number of contracts with the selected contract status for the branch or dealer. |
Dynamic label |
Depending on the grouping parameter you selected, this column with display the total number of cancelled contracts for the selected branch dealer. |
Grand Total |
Total number of all cancelled contracts. |
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 Cancelled Contracts Report
The following table lists modifications and updates to the Cancelled Contracts Report document.
Mod Number |
Date |
Description |
n/a |
8/1/14 |
Images updated. |