Click on the
book to learn more about the Coupon system.Program Description
This new program can be found on the Service Reports Service History Reports menu (SD-4-4-19). This report prints service calls in which coupons are redeemed. It is sorted in customer name, customer number, coupon book number, and service call date (oldest to newest) order. When running the report, you have an option to print the report for a range of customers or a specific customer. If a range is chosen, you are asked to enter the beginning and ending customer name, beginning and ending customer number, beginning and ending service date, beginning and ending coupon book number, and beginning and ending coupon type. If a specific customer is selected, you are asked to enter the customer number or name, beginning and ending service date, beginning and ending coupon book number, and beginning and ending coupon type. The customer number or name prompt allows you to perform an alpha search or inquiry at the beginning coupon book number to see all coupon book numbers entered for the customer. You can then choose to print the report for a specific coupon book.
For each coupon book on the report, the report prints a coupon book
heading that consists of information about the items on the coupon book.
This detail includes the item number, quantity (BP if quantity is a broken
pack), pack multiple, and unit of measure. Under each Coupon Book heading,
the program lists all service calls in which a coupon was redeemed. Detail
for each service call consists of the service date, call number, item
number, serial number, contact name, service plan, call type, technician
number and name, arrival time, completion time, quantity of coupons redeemed,
problem code description, location code description, reason code description,
correction code description, and number of miles traveled. The service
call messages can also be printed below each service call. Subtotals are
displayed for every coupon book and every customer number showing the
beginning number of coupons, the previous balance of coupons, the quantity
of coupons used on this report, and the quantity of coupons left on the
coupon book. There is also a report total. If multiple coupon books are
redeemed on one service call, the service call appears multiple times
on the report. It prints once under each coupon book number that was redeemed.
Click on the
book to learn more about the Coupon system.
Rev 15 Changes
Internal changes were made to the program to accommodate the new position of the Number Of Coupons field in the Coupon Header File (CINVHDRD). On Fixed Quantity Coupon Books, the Number Of Coupons field was enlarged from 4 digits to 6 digits. Fields on the report were enlarged to accommodate the larger quantities.
Rev 14 Changes
There was a problem with the report during Revision 13. The summary portion of the report would have the incorrect item description. This has been corrected.
Rev 13 Changes
The following prompts are described below:
Print For Customer R'ange Or S'pecific Customer
Enter R to print the report for a range of customers. When a customer range is selected, the following prompts appear:
Beginning Customer Name Or A'll
Ending Customer Name
Enter the beginning customer name to print or enter A to print all customer names. This prompt has no alpha name search capability. Enter the ending name in the range of customer names. This prompt has no alpha name search capability. Press enter to accept the beginning customer name as the default ending customer name. If the beginning customer name is greater than the ending customer name, the message Beginning Customer Name Is Greater Than Ending displays. (25 alphanumeric)
Beginning Customer Number Or A'll
Ending Customer Number
Enter the beginning customer number to print or enter A to print all customer numbers. Enter the ending number in the range of customer numbers. Press enter to accept the default beginning customer number as the ending customer number. If the beginning customer number is greater than the ending customer number, the message Beginning Customer Number Is Greater Than Ending displays. (25 alphanumeric)
Enter S to print for a specific customer. The following prompt appears:
Enter Customer #, Or Customer Name
Enter the specific customer number. If the length of the entry is not greater than 8 digits and does not contain any alphanumeric characters, the program assumes that you entered a customer number. The program verifies that the customer number is a valid customer number by checking the Customer File. If valid, the customer number and name displays. If not valid, the message Invalid Customer Number displays on the screen. The cursor returns to the Enter Customer #, Or Customer Name prompt. If the length of the entry is over 8 digits and/or contains alphanumeric characters, the program begins an alpha customer name search. Choose the correct customer or enter E to return to the Enter Customer #, Or Customer Name prompt. Enter ^ to return the cursor to the Print For Customer R'ange Or S'pecific Customer prompt. Enter / to cancel the report and return to the menu. (25 alphanumeric)
Beginning Service Date Or A'll
Ending Service Date
Enter the beginning date (MMDDYY) in the range of service dates or enter A for all dates. If an invalid date is entered, the message Invalid Date -- Enter Again displays. The cursor returns to the Beginning Service Date Or A'll prompt. (6 numeric) Enter the ending date (MMDDYY) in the range of service dates. Press enter to accept the default beginning service date as the ending service date. If the beginning date is greater than the ending date, the message Beginning Service Date Is Greater Than Ending displays. (6 numeric)
Beginning Coupon Book Number, A'll Or I'nquiry
Ending Coupon Book Number
Enter the beginning number in a range of coupon book numbers or enter A to print all coupon books. Enter I to display an inquiry showing all coupons that belong to the specific customer. This inquiry consists of coupon book number, model number, serial number, number of coupons remaining, date of last coupon release, and expiration date of coupon. Enter the ending number in the range of coupon book numbers. Press enter to accept the default beginning coupon book number as the ending coupon book number. If the beginning coupon book number is greater than the ending coupon book number, the message Beginning Coupon Book Number Is Greater Than Ending displays. (8 numeric)
Beginning Coupon Type Or A'll
Ending Coupon Type
Enter the beginning type in the range of coupon types or enter A to print all coupon types. The coupon type is entered for a coupon when it is created (i.e., Coupon Book). Enter the ending type in the range of coupon types. Press enter to accept the default beginning coupon type as the ending coupon type. If the beginning coupon type is greater than the ending coupon type, the message Beginning Coupon Type Is Greater Than Ending displays. (18 alphanumeric)
Print Service Call Messages (Y/N)
Enter Y to print service call messages below every service call. Enter N to print service call messages on the report. The program builds a temporary index and prints the report. Enter S to print the report for one customer. There is also the ability to do an alpha name search and to inquire on coupon book numbers for the specific customer.
Results
The screen below shows detail on the items in the coupon book and any messages entered on the service call:
Coupon Book Number
If the coupon does not have any line items, the message No Line Items On Coupon prints next to the coupon book number. If the coupon exists in service history, but was deleted out of the coupon file, the message Invalid Coupon Number prints next to the coupon book number. This message also prints next to the coupon totals.
Item Number All items on the coupon are printed.
Quantity This is the quantity of the item for one coupon is printed.
BP This displays next to quantity if the quantity is a broken pack.
PM This is the pack multiple from the Item File.
UM This is the unit of measure from the Item File.
Under each coupon book heading, the program lists all service calls in which a coupon was redeemed. The service call detail consists of the following:
Service Date This is the completion date of the service call.
Call No. This is the call number of the service call.
Item Number This is the item number assigned to the service call.
Serial Number This is the serial number assigned to the service call.
Contact Name This is the contact name for the service call from the Service History File.
SP This is the service plan from the Service History File.
Call Type This is the type of service call (i.e., EM, CB, HP, etc.).
Tech No. This is the number of the primary technician that handled the service call.
Technician Name This is the name of the primary technician.
Arrive Time This is the time the technician arrived at the customer site.
Comp. Time This is the time in which the technician completed the service call.
Qty Used This is the number of coupons redeemed on the service call.
Prob: This is the problem code description of the service call.
Loc: This is the location code description of the service call.
Reas: This is the reason code description of the service call.
Corr: This is the correction code description of the service call.
Miles: These are the miles traveled on the service call from the Technician Labor File. This is the difference between the Start Miles and End Miles.
Customer totals print between each customer:
Beginning Quantity: This is calculated by adding the Beginning Quantity totals for all coupon books printed for the specific customer.
Previous Balance: This is calculated by adding the Previous Balance totals for all coupon books printed for the specific customer.
Qty Used This Report: This is calculated by adding the Qty Used This Report totals for all coupon books printed for the specific customer.
Quantity Left: This is calculated by adding the Quantity Left totals for all coupon books printed for the specific customer.
Report totals print at the end of the report as long as the report is not printed for one customer number or one coupon book number. The report totals prints on a separate page from the rest of the report:
Beginning Quantity: This is calculated by adding the Beginning Quantity totals for all customers on the report.
Previous Balance: This is calculated by adding the Previous Balance totals for all customers on the report.
Qty Used This Report: This is calculated by adding the Qty Used This Report totals for all customers on the report.
Quantity Left: This is calculated by adding the Quantity Left totals for all customers on the report.
Click on the
book to learn more about the Coupon system.