Equipment Report Overview

Use Equipment Reports to create equipment reports using an easy-to-select querying tool. The output is generated to your screen for you to review and edit your selections.

Report Title Description
PSEQPRQ Equipment Invoice Parts Request Prints a list of requested parts needed to fill a salesperson request (equipment quote). This report is created when an equipment quote (with parts) is accepted into an invoice.
WPSEQ04H Equipment Balancing Provides a summary of equipment balances by account, class, and division. The report is typically used to verify that equipment costs, revenues, and inventory balances align between accounting and operational systems. To generate, enter the desired accounting period and any applicable location or class filters.
WPSEQ02E Equipment Cost of Sales

Prints a list of all new equipment that has been invoiced in the desired A/R month, showing base description, machine serial number, customer name, customer invoice#, customer invoice amount, original cost, current cost, and writes down for each stock#. The equipment listed is grouped by class. Totals are printed for each account, class, location, division and company.

If desired sub-totals can also be printed for each final sale account.
WPSEQ02F Equipment Margin Analysis

Prints a list of all new equipment that has been invoiced in a selected time period, showing the customer number, customer name, customer invoice number, customer invoice amount, cost, margin dollars, and the margin % for each stock number. The equipment listed is grouped by class. Totals are printed for each account, class, location, division, and company.

When this job is run the operator is prompted to enter the desired time period to determine what stock number's are included on the report.

After sales history charges can be printed on the report if desired.

After sales history charges can be included in the margin if desired.
WPSEQ02B Equipment Rental List Displays a list of equipment currently rented or available for rent. Includes equipment description, serial number, rental status, customer, rental period, and rental cost. To generate, select the rental status (active, returned, or all) and the desired location or division.
WPSEQ02C Equipment Wholesale List

Prints a list of all new equipment that has been loaded to the equipment system through the Equipment Profile tab. The sort order of this report is supplier invoice date within base code within model within base code within model within status within class (or G/L account). This report provides these options:

  • retail or wholesale report
  • separate the equipment by company/division/location, or by just company
  • print history for each piece of equipment
  • print rental information (wholesale only)
  • print coded current costs (retail only)

If printing rental information on a wholesale report: Rental Cost: all charges to the cost of rental account as set up in the SEPCACCT table. All relevant rental cost of sale accounts must first be coded with a Application Type of 'M' in the G/L chart of accounts maintenance screen. Net Cost: original cost + charges + rental cost.

RESV - Suppliers invoice date. If supplier invoice date is not available, then prints the date promised.

If printing equipment history, only history type 'I' is printed.
WPSEQ02D Equipment Washed Out this Year Prints a wash out report of all units washed out in this year.
POPRINT Purchase Order Generates a detailed printout of purchase orders, including supplier information, order date, item details, quantities, costs, and expected delivery dates. Can be run for open, closed, or all POs. Useful for reconciling purchase orders with received equipment.

Revision: 2026.01