Inventory Report

Overview

The inventory report is a listing of contracts.

This report can be emailed to the clients in a scheduler job. More details are available on the System Reports page.

Report Filters

Filter	Type	Description
Left Column
As At	Date	Only contracts commencing on or prior to this date will be included and contracts suspended on or prior to this date will be excluded.
Manager	List	Select a manager to limit the report selection to the selected Clients / Contact A/C Manager. An Account Manager can use this field run reports for all the clients they manage.
Group	List	Select a group to limit the report selection to the selected "Client Group".
Client	List Box	Leave as '--All--' or select the Client or Clients you want to report on. You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items. To select a range of clients, hold down “Ctrl” and “Shift” keys and use either your mouse or arrow keys to select the range.
Report Queue		Unchecked by default. The report will be generated for you on this screen for downloading when complete. Select this checkbox if you want to send the report to the Report Queue screen to be downloaded later. If configured, you will receive an email when the report has been processed and is ready to be downloaded. If the report take takes a long time to run and exceeds the allowable time, then the report will be sent to the Report Queue. You will be alerted if this is going to happen.
Right Column
Cost Centre	List	The default selection is '--All--' (returns all records). You can also blank '--Blank--' (records have no cost centre), or you can select a specific cost centre. When a "Group" or "Client" is selected, only the cost centres that belong to them are shown.

Fields in PDF

Report Field	Type	Description
Group	Text
Client	Text
Cost Centre	Text
State	Text
Rego	Text	Registration Number
Surname	Text
First Name	Text
Location	Text
Description	Text	Vehicle Description
FBT Value	Num
Contract Type	Text
Contract Km	Num
Estimated Odometer	Num	Uses the "As at" date entered on this report filter to calculate the estimated odometer at that date.
Start Date	Date
End Date
Mths	Num
Mths Expired	Num
Rental ex GST	Num	Displays the sum of Contracts / Lease budget totals that are posted or pending where the "Periodic" date is between the first of the month and the "As at" date entered on this report filter. E.g. An "As at" date of 23/08/2018 will return the values between 01/08/2018 and 23/08/2018.
GST	Num	As above.
Gross Rental	Num	As above.

Fields in file outputs

This report is available as PDF, Office(xlsx) and Text(CSV) formats. The Office(xlsx) and Text(CSV) formats offer the following columns:

Group Name
Client Name
Date Filter
Client Code
Cost Centre
Division
State
Reg No
Surname
Given Name
Location
Classification
Description
Colour
Fbt Value
Vin
Build Date (Note - This field is exported as a string to ensure it exports as displayed on screen)
Posting Map Code
Contract Kms
Odo Est Current
Contract Start
Contract End
Term
Current Month
Rental Net (Returns the monthly net for the contract. If the contract is a pay cycle billing, the net value of a periodic budget will be annualised to yield a monthly value. This may not match the value returned in the PDF, which sums the periodic budgets within the selected month.)
Rental Gst
Rental Gross
Client Code Name
Group Code
Reg Renewal
Contract Id
Employee No
Employee Level
Third Party
Client Order No