Report #: Q0300

Path:  Live Data > ACCOUNTING > Block Amount Summary

Purpose: This report provides an overview of all active block amounts (by Customer / Service Contract Number) to an End Date selected by the user

Filters:

• Company No.:  Allows filtering by Company Number
• Customer No.:  Allows filtering by Customer Number
• End Date:  The last date you would like reflected on this report

Columns:

• Company No.:  Company Number
• Service Contract No.:  Service Contract Number associated with this Block Amount
• Customer:  Customer Name
• Site Name:  Site Name
• Title:  Title or Description of the Block Amount i.e. a specific Service Contract or purpose
• BlockBalance:  Total Block Amount available for use (initial deposit – charges)

Usage:

• Each grid line represents a block amount paid against a particular Service Contract, organized by Customer Name
• Users may view a detailed report of a particular block amount by clicking the magnifying glass icon on an individual line
• Users may drill into the Service Contract linked to a particular block amount by clicking the hyperlink in the Service Contract No. column (see Report: Block Amount Detail)