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Expiring Contracts Report V8

Introduction


This report will provide you with information related to the contract management system in Route Manager.  The Expiring Contracts Report can be found under Reports > Management Reports > Expiring Contracts Report.

NOTE:  Route Manager includes contract options that will allow you to create, edit, and manage contract information on your customer’s accounts.  This feature can be used in a variety of different ways.  Refer to Chapter 4.08 of the Supplemental Guide for further information.

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Fields:

Sort Option 1 & 2:  The primary and secondary fields to sort by.  You can choose from the following categories:

  • Contract Number
  • Account Number
  • Expiration Date
  • Contract Type

Account No:   Enter the range of accounts to include in the report.

Contract Type:  Select the range of contract types to include in the report.

Contract No:   Enter the range of contract numbers to include in the report.

Start Date:   Enter the range of contract start dates to include in the report.

Expiration Date:  Enter the range of contract expiration dates to include in the report.

Include Equipment Detail:  Select this option to include contract assigned equipment per customer in the report.

Include Account Contracts:  Select this option to include contract information.

Example of Expiring Contracts Report

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