Reservations Due Closed Report
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 Reservations Due Closed Report:
Reports >> Daily Activity Reports >> Reservations Due Closed Report
Parameters/Filters:
Pickup Location | This report can be run for all Pickup Locations or a specific Pickup Location |
Brand | This report can be run for All Brands or a specific Brand |
Return Date Range | This date range will be used to filter the reservations by their Drop Off dates. |
Balance Type | You can choose to restrict the reservations by their balance. You can either choose to return bookings with no balance owing by selecting "0 Balance" or all bookings by choosing "All Balance". |
Search Field | You can choose to ignore all of the fields above and search for a specific field. The fields you can choose to search for are:
|
Search Information | The value you enter in here will be used to search for reservations matching the Search Field you selected. For example if you wanted to show all reservations for people with the Last Name of "Smith", simply choose Last Name and enter Smith into this field. Any information you entered into the Pickup Location, Brand, Return Date Range and Balance Type will be ignored and all bookings with the Last Name of Smith which have been returned but not closed will be returned. |
Example:
Res # | The reservation number of the booking. Clicking on the red reservation number will open the Booking Details screen. |
Update | Clicking the Update button will open the Booking form for this reservation, allowing you to update it. |
Reference # | The Reference Number saved against this reservation. |
Dropoff | The Drop Off Location for this reservation. |
Dropoff Date Time | The Drop Off Date and time for this reservation. |
Rego | The Registration Number of the vehicle against the reservation. |
Company | The name of the company that has been saved against this reservation. |
Customer | The name of the customer against the Reservation |
Agency | The name of the agency that has been saved against this reservation. |
Payment Type | The Payment Type that has been saved against the reservation. |
Balance | The Balance owing for this reservation. |
Close Res | If the booking is ready to be closed, then the text "close res" will appear here. Clicking on this will allow you to close the reservation. A reservation must have a $0 balance to be closed. |
Printing/Exporting:
Click here for details on how to print or export a report from RCM
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