Purpose
The Reservation Due Closed Report is an efficient way to identify
and close finalised bookings.
The Reservations Due Closed Report displays the details of
all reservations that are due to be closed for vehicle returns over the
selected date range.
A reservation can
only be closed when it has a ‘Returned’ status and a balance of zero.
Closing a reservation stops any further updates or edits to
the record and allows the rental revenue to be recognised in the sales reports
as the reservation is considered final. Once closed, reservations can be re-opened if required by head office
users, through the reopen contract option in the reservations menu.
Accessing the Report
Reports > Daily Activity Reports > Reservations Due
Closed Report
Parameters
|
Pickup Location |
Can be run for ‘All Locations’ or a selected location. |
|
Return Date From |
By default, the report will display records with a date range equal to the previous month or you can enter a specific date range. |
|
OR Last Name/Company |
Allows for searching for a particular customer or company |
|
Account # |
Allows for searching by company account number |
Example
The report will show bookings with return dates in the
selected date range where the booking is in a ‘Returned’ status, and the
booking has not been closed.
Bookings with a zero balance, can be closed by clicking on
the green tick in the Close Res column. You can also update the booking by
clicking on the ‘Update’ button in the Update column.
Fields
|
Res # |
The reservation number – click on the red reservation number to view the booking summary |
|
Update |
Click on the ‘Update’ button to open and edit the reservation |
|
Reference |
The payment reference number |
|
Dropoff Location |
The location where the vehicle will be dropped off |
|
Dropoff Date Time |
The vehicle dropoff date and time |
|
Rego |
The vehicle registration number |
|
Company |
The company the customer is associated with (if applicable) |
|
Customer |
The customers full name |
|
Agency |
The agency that booked the reservation (if applicable) |
|
Payment Type |
The payment type for the reservation |
|
Balance |
The remaining amount to be paid for the reservation |
|
Close Res |
A green tick will display if the reservation can be closed – not available in print friendly version |
Printing/Exporting
Click here for details on how to print or export a
report from RCM.
Relevant Links
Categories 