Appointment Details by Target Equipment

Form ID: (FS659500)

This report displays information about all inventory items (services, non-stock items, and stock items) included in each appointment, grouped by target equipment. You can filter data by any of the following: a customer, a customer location, and a contract target equipment.

The system displays records related to customers that are visible to the current user or to the branches to which the user's access role is assigned (the Restrict Visibility To box on the General Info tab of the Customers (AR303000) form contains this company or branch, or is empty).

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Report Format: The report format, which in this case indicates the level of detail of data in the report to be generated. The following options are available:
    • Detailed (default): The report shows details on target equipment for each inventory item.
    • Summary: The report shows summary information for each inventory item.
  • Start Date: The start date for which you want to view information.
  • End Date: The end date for which you want to view information. By default, the current business date is selected.
  • Customer: The customer for which you want to view data. Leave the box blank to view information on all customers.
    The list of customers available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Customers (AR303000) form. With the feature enabled, a customer is available for selection if one of the following is true:
    • The Restrict Visibility To box is empty for the customer—that is, the customer’s visibility is not restricted.
    • A branch, company, or company group is specified in the Restrict Visibility To box for the customer, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
  • Location: The customer location for which you want to view data. Leave the box blank to view information on all customer locations.
  • Target Equipment: The target equipment for which you want to view data. Leave the box blank to view information on all target equipment.