Use a prospect task for the sales rep. Enter the prospect task with the date of the cold call. Use a contact type code to show that this was a cold call. Check the box to close this call. Go to Sales Prospecting, Reports, Sales Rep Statistics to print the statistics report.

Go to financial manager, inventory analysis, inventory usage analysis. Enter the date range desired.

This is usually caused by a bad meter reading. Print a detail service history report for the tech in the date range being analyzed. Look for a negative CBC.  Display the job and correct the CBC.  You may also need to correct the meter readings and/or CBC for the next job for this machine in […]

Check, are the expiration date of the contract, bill day, frequency, and whether this machine has a meter. All of these also determine when a machine is to print on the meter call sheet.  Is it proper month for the machine or group to be invoiced.  

The last step of the cash requirements report is to not pay a negative check. If the credits being used are more than the vouchers selected to be paid, this would result in a negative check. The cash requirements report will not select any vouchers for the vendor in this scenario.

The is usually caused by requesting a partial payment for the voucher.  The partial payment will create a check request which will be on the next cash requirements report.

This is usually caused by a manual check being entered twice and the check register is processed.  Both payments will be made to the voucher.  This can also be caused if a payment was entered for a voucher that is dated before the voucher date for that voucher.