Table of Contents
The POS Service Item set up reports allow you to report on service item set up, listings, and sales.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Other buttons on the screen…
Core Criteria
Service Items (PSServiceItem_ServiceItem_DataGrid)
Highlight/select the Service Items wish to export. By default, the DataGrid displays all Service Item Codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Service Item Range option and make selections.
Note: In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
Click here for a full description of RecTrac DataGrids.
DeleteUse Service Item Range (PSServiceItem_ServiceItem_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of Service Items.
THEN
Enter the range of Service Item Codes.
OR
Leave this option de-selected to skip the Service Item Code Range check and make selections from the DataGrid if applicable.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do NOT have a DataGrid a selection here is NOT required. Leaving this option de-selected skips this filter and results in ALL Codes being included.
Service Item Status (PSServiceItem_RecordStatus_ComboBox)
Select the status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Active
- Inactive
- Default
- Deleted
Begin Service Item (PSServiceItem_ServiceItem_Begin)
This field is applicable only if you opt to Use Service Item Range.
Select the Beginning and Ending Service Item Codes for their respective fields. Service Item Codes within the range entered will be included in the process.
DeleteEnd Service Item (PSServiceItem_ServiceItem_End)
This field is applicable only if you opt to Use Service Item Range.
Select the Beginning and Ending Service Item Codes for their respective fields. Service Item Codes within the range entered will be included in the process.
DeleteService Item Wildcard (PSServiceItem_ServiceItem_Equals)
Select the Service Item Code you wish to use a base for your Wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildcard Option (PSServiceItem_ServiceItem_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Record Type (PSServiceItem_RecordType_ComboBox)
Select the Record Type(s) on which you wish to report. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Credit Book Add - For updating the amount on an existing member credit book. This option is available only for Touch POS.
- Gift Certificate - For standard RecTrac Gift Certificate and/or Gift Card sales.
- Greens Fees - For golf course greens fees.
- Miscellaneous - For miscellaneous items not covered by any other item in the Drop-down List. This is the default option.
- Range Ball - For golf course range balls (e-range, range servant, etc.).
- Timer - Used for keeping track of time used.
- Tourney - For golf tournament registrations.
Service Item Report Tag (PSServiceItem_ReportTag_ComboBox)
Select the Report Tags by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Report Tags are maintained in System Code Maintenance Code Type = Report Tag. They are linked in File Management for the module you are working with. For example Section Report Tags are linked in Section Management Facility Report Tags are linked in Facility Management etc.
DeleteService Item Category (PSServiceItem_Category_ComboBox)
Select the Category Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Category Codes are maintained in System Code Management Code Type = Category. They are linked in File Management for the module you are working with. For Example: Activity Categories are linked in Activity Management Facility Categories are linked in Facility Management etc.
DeleteService Item Type (PSServiceItem_TypeCode_ComboBox)
Select the Type Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
Type Codes are maintained in System Code Management Code Type = Type. They are linked in File Management for the module you are working with. For Example: Activity Types are linked in Activity Management Facility Types are linked in Facility Management etc.
DeleteService Item Sub-Type (PSServiceItem_SubType_ComboBox)
Select the SubType Code(s) by which you wish to filter. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
SubType Codes are maintained in System Code Management Code Type = Type • SubTypes. They are linked in File Management for the module you are working with. For Example: Activity SubTypes are linked in Activity Management Facility SubTypes are linked in Facility Management etc.
DeleteDetail Criteria
Site Code (PSServiceItem_SiteCode_Picklist)
Select the Site Code(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Area (PSServiceItem_SiteArea_Picklist)
Select the Site Area(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Category (PSServiceItem_SiteCategory_Picklist)
Select the Site Category/Categories by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Group (SASite_SiteGroup_PickList)
Select the Site Group(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Site Type (SASite_SiteType_PickList)
Select the Site Type(s) by which you want to filter the report. Multiple selection is allowed.
OR
Leave this field blank to skip this filter.
Display On Web (PSServiceItem_DisplayOnWeb_ComboBox)
Select the Display on Web option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Yes - Print service items that are set up to display in WebTrac. The Display on Web? field is set to Yes."
- No - Print service items that are set up to not display in WebTrac. The Display on Web? field is set to "No."
Include In Demographics (PSServiceItem_IncludeInDemographics_ComboBox)
Select the Include in Demographics option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Yes - Print service items that are set up for demographics tracking. The Include in Demographics? field is set to Yes."
- No - Print service items that are not set up for demographics. The Include in Demographics? field is set to "No."
Print On Receipt (PSServiceItem_PrintOnReceipt_ComboBox)
Select the Print on Receipt option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Yes - Print service items that are set up to have the item's description printed on the receipt. The Print on Receipt? field is set to Yes."
- No - Print service items that are not set up to have the item's description printed on the receipt. The Print on Receipt? field is set to "No."
Print Item Number On Receipt (PSServiceItem_PrintItemNumberOnReceipt_ComboBox)
Select the Print Item Number on Receipt option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Yes - Print service items that are set up to have the item's number (the Service Item Code) printed on the receipt. The Print Service Item Code on Receipt? field is set to Yes."
- No - Print service items that are not set up to have the item's number (the Service Item Code) printed on the receipt. The Print Service Item Code on Receiptt? field is set to "No."
Use Reward Points Range (PSServiceItem_RewardPoints_UseRange)
Leave this option deselected and skip this filter. There are no fields for reward points in Service Item Update.
DeleteAllow Earning Rewards (PSServiceItem_AllowEarningRewards_ComboBox)
Leave this option deselected and skip this filter. There are no fields for reward points in Service Item Update.
DeleteBegin Reward Points (PSServiceItem_RewardPoints_Begin)
Leave this at its default setting. There are no fields for reward points in Service Item Update.
DeleteEnd RewardPoints (PSServiceItem_RewardPoints_End)
Leave this at its default setting. There are no fields for reward points in Service Item Update.
DeleteUse Shipping Code Range (PSServiceItem_PSShippingCode_UseRange)
Select this option to filter the report by shipping code range. This is the Shipping Code field on your service items.
THEN
Enter a shipping code range.
OR
Leave this option deselected to skip this filter.
Begin Shipping Code (PSServiceItem_PSShippingCode_Begin)
This field is applicable only if you opt to Use Shipping Code Range.
Enter the range of shipping codes you want to include on the report.
DeleteEnd Shipping Code (PSServiceItem_PSShippingCode_End)
This field is applicable only if you opt to Use Shipping Code Range.
Enter the range of shipping codes you want to include on the report.
DeleteUse Punch Plays Range (PSServiceItem_PunchPlays_UseRange)
Select this option to filter the report by punch plays range. This is the Punch Plays field on your service items.
THEN
Enter a punch plays range.
OR
Leave this option deselected to skip this filter.
Begin Punch Plays (PSServiceItem_PunchPlays_Begin)
This field is applicable only if you opt to Use Punch Plays Range.
Enter the range of punch plays you want to include on the report.
DeleteEnd Punch Plays (PSServiceItem_PunchPlays_End)
This field is applicable only if you opt to Use Punch Plays Range.
Enter the range of punch plays you want to include on the report.
DeleteUse Sale Date Range in Fee/Payment Calculations (PSServiceItem_DetailBeginDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include payments made toward service items during the date range entered.
THEN
Use the Date Select fields to identify your date range.
OR
Leave this option deselected to skip this filter.
The date range you enter should be inclusive of all dates on which you take payments for the service items on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow patrons to run a tab at the snack bar through 31 October then you would set this date range to 15 May - 31 October
DeleteBegin Sale Date (PSServiceItem_DetailBeginDate_Begin)
This field is applicable only if you opt to Use Sale Date Range in Free/Payment Calculations.
Select begin/end options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. Payments made toward service items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the service items on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow patrons to run a tab at the snack bar through 31 October then you would set this date range to 15 May - 31 October.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Sale Date (PSServiceItem_DetailBeginDate_End)
This field is applicable only if you opt to Use Sale Date Range in Free/Payment Calculations.
Select begin/end options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select. Payments made toward service items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you take payments for the service items on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow patrons to run a tab at the snack bar through 31 October then you would set this date range to 15 May - 31 October.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteUse Misc Inc/Exp Post Date in Misc Inc/Exp Calculation (PSServiceItem_MiscIncomeExpenseDate_UseRange)
This field is applicable for the Bottom Line Report only.
Select this option to include Miscellaneous Income/Expense postings made toward the service items on which you are reporting during the date range entered.
THEN
Use the Date Select fields to identify your beginning and ending Misc Inc/Exp Post Date range.
OR
Leave this option deselected to skip this filter.
The date range you enter should be inclusive of all dates on which you made any Income/Expense posting for the service on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow a month to close the books on the snack bar then you would set this date range to 15 May - 31 October.
DeleteBegin Misc Inc/Exp Posting Date (PSServiceItem_MiscIncomeExpenseDate_Begin)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/Payment Calculations.
Select your date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Miscellaneous Income/Expense Postings made toward service items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you made any Income/Expense posting for the service on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow a month to close the books on the snack bar then you would set this date range to 15 May - 31 October
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Misc Inc/Exp Posting Date (PSServiceItem_MiscIncomeExpenseDate_End)
This field is applicable only if you opt to Use Misc Inc/Exp Post Date Range in Fee/Payment Calculations.
Select your date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual date you wish to select. Miscellaneous Income/Expense Postings made toward service items during the date range selected will be included in your output.
The date range you enter should be inclusive of all dates on which you made any Income/Expense posting for the service on which you are reporting. For example if your pool is open from 15 May - 30 September but you allow a month to close the books on the snack bar then you would set this date range to 15 May - 31 October
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteHole Count (PSServiceItem_HoleCount_ComboBox)
Select the Hole Count option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- 9 - The Hole Count field is set to 9."
- 18 - The Hole Count field is set to "18."
Interface Post Option (PSServiceItem_InterfacePostOption_ComboBox)
Select the Interface Option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Detail - The Interface Option field is set to Detail."
- Summary - The Interface Option field is set to "Summary."
Journal Option (PSServiceItem_JournalOption_ComboBox)
Select the Journal Option for your report. Multiple selection is allowed.
OR
Leave this field at 0 Selected to skip this filter.
- Both - The Journal Option field is set to Both."
- Journal 1 - The Journal Option field is set to "Journal 1"
- Journal 2 - The Journal Option field is set to "Journal 2."