Operator's Status Review [R0202]
End of Period: This process can be run either interactively through this update or seleted to run as a special month-end version during EOP End of Month. As an EOP module, the process is:
| EOP Only | Yes* |
| Frequency | Monthly |
| Sequential Updates | No |
| Skip Notes | No restrictions |
*The special month-end version of this report is only available through EOP End of Month, but is otherwise the same as the interactive version, using the same processing but with selection criteria specific to End of Month.
For more information about End of Period, refer to U04 End of Period Overview.
The Operator's Status Review report [R0202] summarizes each operator's activity since the last End of Month. The report may be used as a tool in measuring productivity or analyzing workload.
The report may be accessed through the Operational Management report menu [R02].
The report is generated interactively for all operators and is organized by Operator Initials.
The report may be automatically generated for all operators at the end of the month through the End of Period update [U0401]. Use the END OF PERIOD MODULES AND REPORTS screen under the End of Period Customizations option of the Portfolio update [U0212] to specify whether the report is created.
Operator Status review report should only be selected in one portfolio to run, since optmistic locking errors can occur.
Operator's Status Review
The Operator Status Review report [R0202] reports at the operator level and provides the number of transactions performed (month-to-date) for each of the following transaction types:
- PAYMENT
The number of lease payments (invoices) processed through the Payments update [U0102] is displayed.
- PAYOFF
The number of payoffs (payoffs, terminations and sale of off-lease inventory) processed is displayed.
- MAINTENANC
The number of maintenance transactions performed is displayed. This includes modifications processed through the Demographic update [U0204], Vendor update [U0201], Lessee update [U0203], and Master Financial update [U0202].
- PMT
REVERS
The number of payment reversals processed through any of the following updates is displayed.
- U0102 - Payment and Reversal
- U0107 - Payment Extension and Reversal
- U0108 - Lease Extension and Reversal
- U0118 - Payment Due Day Change and Reversal
- NEW LEASE
The number of new leases booked through the New Lease update [U0101] is displayed. New assets added into inventory but not booked to a lease are not shown.
- REBOOK
The number of rebook transactions performed through the Rebook update [U0116] is displayed.
- ACCRUAL
The number of times the operator submitted the Cycle Accrual update [U0301] (interactively or through End of Period [U0401]) is displayed.
- SUSPENSE
The number of times suspense entries were added, changed, or reversed is displayed.
- CSHR
CHECK
The number of times cashier's checks were added, changed, or reversed is displayed.
- TOTAL
The total number of transactions performed for each operator and transaction type are shown.
Additional Information
The information for this report is updated as soon as each transaction is completed. For example, as soon as a lease is booked by an operator, the NEW LEASE total for the operator is increased by one.
Transaction totals for each operator are cleared (zeroed) at the end of each month by the Operator Status Review report [R0202] generator program. Therefore, this report, if selected interactively during the month, shows the month-to-date transaction activity since the last LeasePak End of Month was performed. If the Operator Status Review report [R0202] is bypassed during the End of Month process, the transaction totals are not reset to zero. Refer to the END OF PERIOD MODULES AND REPORTS screen under the End of Period Customizations option of the Portfolio update [U0212] for more information about bypassing End of Period functions.
LeasePak Documentation Suite
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