Collection Status
This page describes the Collection Status report in the Rental module.
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The Collection Status report is a list of all Collection records that have or have not been marked as Ordered. Collection records that have been marked as OK will not be included. You can therefore use the report to produce a list of the Rental Items that you are expecting to receive back from Customers in the near future.
When printed to screen, the Collection Status report has the Standard ERP drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Collection Number in the report to open a Collection record, or on any Agreement Number to open an Agreement record.
- Location
- Paste Special
Locations setting, Stock module
- Default taken from Person record of current user
- If you need the report to list Collection records with a particular Location, specify that Location here.
- Customer
- Paste Special
Customers in Contact register
- If you would like the report to list Collection records with a particular Customer, enter the Contact Number of that Customer here.
- Cust. Category
- Paste Special
Customer Categories setting, Sales Ledger
- Range Reporting Alpha
- If you would like the report to list Collection records with Customers belonging to a particular Customer Category, specify that Category here.
- You can also enter a range of Customer Categories separated by a colon (:). Note however that the field will only accept five characters so you may prefer to specify the range using only the first characters (e.g. "A:M").
- Customer Class.
- Paste Special
Contact Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Collection records with Customers with a certain Classification. If you leave the field blank, Collection records with any Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, the report will list Collection records with Customers featuring all the Classifications entered. If you enter a number of Classifications separated by plus signs (+), the report will list Collection records with Customers featuring at least one of the Classifications entered. If you enter a Classification preceded by an exclamation mark (!), the report will list Collection records with Customers featuring any Classification except the one entered.
- For example:
- 1,2
- Lists Collection records with Customers with Classifications 1 and 2 (including Collection records with Customers with Classifications 1, 2 and 3).
- 1+2
- Lists Collection records with Customers with Classifications 1 or 2.
- !2
- Lists Collection records with any Customer except those with Classification 2.
- 1,!2
- Lists Collection records with Customers with Classification 1 but excludes those with Customers with Classification 2 (i.e. Collection records with Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.
- !1,!2
- Lists Collection records with any Customer except those with Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Lists Collection records with any Customer except those with Classifications 1 and 2 (Collection records with Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Collection records with Customers without Classification 1 and those with Customers with Classification 2 (Collection records with Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Collection records with Customers with Classifications 1 and 2, and those with Customers with Classifications 3 and 4.
- 1*
- Lists Collection records with Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Collection records with Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Collection records with Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Collection records with Customers with Classifications beginning and ending with 1.
- Function
- Use these options to specify whether the report should list Collection records that have been marked as Ordered, Collection records that have not been marked as Ordered or both. Collection records that have been marked as OK will not be included.
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Go back to:
Introduction to Reports in the Rental Module
