The Billing Replacement Fund Report lists for specific replacement funds within a given period, the transaction date, the unit number and description, transaction notes and the amount.
In the Report Prompts area select the From and To Billing Period date range. Select the Group and Sort By options if desired. In the filters area enable any fields you would like to use for filtering the data to be included on the report. Note that selecting a field for a filter does not cause that field to appear on the report. It becomes a search filter only to qualify which records are included. The fields that appear on the report are shown below. To save your parameters for repeated use enter a Parameter File Name under the report title and click on Save Parameters.
Click on Schedule to run your report. Select your Run Interval and any associated Dates and Times. Next define your Output Destination options, save them if desired and click on Schedule. A Report Schedule Confirmation screen will appear with the Job Number Id and other output information. Proceed to the Report Bin to retrieve and view the report when it's completed.
Database Tables |
Data Fields/Columns |
Grouping/Sorting |
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| Dir_Acct | Replacement Fund | Period Date Range |
| Replace_Fund | Current Balance | User Selection |
| Replfund_Trans | Prior Year Summary | Group 1 |
| Udc_Main | Current Year Summary | Defaults to Replacement Fund |
| Current Period Summary | Group 2 | |
| Transaction Date | User Selection | |
| Unit No. | Sort By | |
| Unit Description | User Selection | |
| Transaction Notes | ||
| Amount |
For more information see Anatomy of an M5 Report and the FleetFocus M5 Billing Reports Guide.
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.