Show TOC

Procedure documentationPending Transactions Reports

Procedure

The Pending Transactions reports provide information about pending transactions of a specific type or status. The reports include information such as the transaction type, number, status, date, pick up date, total amount, customer data, payments, and bins’ location.

There are two main types of pending transactions reports: Regular report and By Item report. From the Regular report you can view a Transaction Details report. From the By Item report you can view an Item Transaction report.

You can search for pending transactions by the creation date, the last paid date within a specified period, report type by item, overdue by more than a specified number of days, category, group, or by department.

To generate a Pending Transactions report:

  1. On the Report menu, click Pending Transactions. The Pending Transactions Report Criteria window appears.

  2. Do one of the following:

    • To generate a regular pending transactions report, click Regular Report

    • To generate a report of all pending transactions for a specific item, click By Item Report.

  3. Click Transaction and select a group of transactions to include in this report. If you leave this field blank, then all will be selected by default.

  4. Click the appropriate fields to select a date range, either the Sell Date between or Last Payment between for the report.

  5. Under Transaction Status, choose one of the following:

    • To include all transactions statuses, click All

    • To include specific transaction statuses, click Selected and then click one or more statuses.

  6. To select the pending transaction types by activity, click Transaction Activity and select an option from the list.

  7. Under Next Payment/Expected Payment, do the following:

    • To search for active transactions with payments or pickups that are overdue by a specified number of days, or that are due before a specified date, click Payment or Pickup

    • Click Overdue by... and type the number of days that the next payment or expected pickup is overdue by. After generating the report, the number of delinquent days and the level of delinquency is displayed in the Overdue by (days) column

    • To include pending transactions with a next payment or expected pickup date prior to a specified date, click Due before... and type the date in the adjacent field.

  8. Under Customers, choose one of the following:

    • For all customers, click All

    • For a specific customer, click Reference # and type the customer’s reference number in the adjacent field or

    • Click the Phone # and type the customer’s area code and telephone number or

    • Click Name and type the customer’s name.

  9. Under Items, to specify how you want items sorted in the report, choose one or more of the following:

    • To sort the pending transactions by category, click Dept. Category and select a category from the list. For example, apparel

    • To sort the pending transactions by department group, click Dept. Group and select a group from the list. For example, ladies apparel

    • To sort the pending transactions by department, click Department and select a department from the list. For example, blouses

    • To sort the pending transactions by PLU, click PLU and type the PLU number in the field.

  10. To clear the information and make new selections, click Reset Criteria.

  11. Click Generate Report.

  12. To view the detail reports, do one of the following:

    • To view the Transaction Details report, from the Regular report, double-click a single transaction, or click Transaction Details

    • To view the Item Transaction report for a single item, from the By Item report, double click an item and then click Item Transactions

    • To view the Item Transaction report for all items, from the By Item report, click Item Transactions.