Equipment Financial Utilization Report


This is a maintenance utility that can be added to an Additional Options menu as it is not on a standard menu.

Financial Utilization % equals the Rental Revenue divided by the Monthly (or 28 Day) Rate.
The higher the percentage, the greater the demand for that rental product by your customers.
A percent discount of the monthly revenue can also be allowed in the calculations.

This report always reflects the data from complete months as the data source used is Monthly History (RSMH).

Note: Bulk Equipment and Sales Items are not included in the report.

The prompts are:

FROM PRODUCT CLASS
Leave this field blank for all classes, or to narrow the range type in the beginning product class, or select it from the Product Class Search window
TO PRODUCT CLASS
Leave this field blank for all classes, or type in the ending product class, or select it from the window.

FROM PRODUCT#
Leave this field blank for all products, or type in the product number, or select it from the Product Search window
TO PRODUCT#
Leave this field blank for all products, or type in the product number, or select it from the window.

USE SUMMARIZED TOTALS
Uncheck this box if the financial data has not been summarized in Summarize for Inventory Reports by Period, then enter the desired date range as prompted.

Check this box if the financial data has already been summarized in Summarize for Inventory Reports by Period.
The report dates will then display the summarized date range and these dates cannot be changed unless the data is re-summarized.


FROM DATE
Enter the starting date for the report.
If summarized data is to be used the summarized start date is displayed and cannot be changed unless the data is re-summarized.
TO DATE
Enter the ending date for the report.
If summarized data is to be used the summarized end date is displayed and cannot be changed unless the data is re-summarized.

ALL DIVISIONS
Check this box to print for all locations.

Uncheck this box to select a specific division and to have the report to print one division separately at a time.

DIVISION
Enter the specific division or select it from the Division Search window.

MONTHLY RATE CODE
Enter the Monthly Rate Code.

MONTHLY RATE DISCOUNT %
Enter the percent that was discounted, to be used in the utilization percent calculation.
                                    Rental Revenue
Percent Utilization = ____________________________________________

                      Monthly Rate - (Rate Discount % of Monthly Rate)

Finished?
A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.


Topic Keyword: RSMH13
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