BI CVW Transaction Items – Overview

Purpose:

This view provides a detailed record of all items associated with contracts, including rental, sales, and subrental transactions. It is designed to give a complete picture of each item’s usage, pricing, and status on a per-contract basis. It is based on Transactions and TransactionItems

What’s Included:

• Contract & Item Info:
  

  • Contract No: Identifier for the transaction/contract.

  • ItemNum: Unique item number.

  • Qty: Quantity of the item in the contract.

  • Line Number / Internal Line No: Identifiers for each line item within the contract.
    
    

• Dates & Times:
  

  • Due Date / Due Time: When the item is expected to be returned or delivered.

  • Confirmed Date: When the line item was confirmed.

  • Meter Out / Meter In: Recorded meter readings for usage tracking.

  • Monthly Rate Date: Date used for calculating monthly rates.

  • User Override Availability Begin/End: Custom availability periods set by users.
    
    

• Financial Info:
  

  • Price / Discount Amount / Daily, Weekly, Monthly, Minimum Amounts: Various pricing details.

  • Damage Waiver / Item Percentage / Non-taxable / Non-discount: Financial adjustments applied to the item.

  • Retail Price: Standard retail value for the item.

  • Tax Amount: Tax applied to the line item.
    
    

• Operational Info:
  

  • Line Status (TXTY): Status of the line (e.g., rented, returned, subrental).

  • Subrent Quantity / SubStatus: Details for items on subrental.

  • Contract Link / TransRelated: Links to related transactions or historical data.

  • Special Rate Type / Rate Engine ID / Base Rate: Rate calculation identifiers.

  • Logistics IN / OUT: Operational logistics tracking.

  • Downtime Hours (RainHours): Hours when the item was unavailable.

  • Comments / Letter Sent / Last Modified: Administrative notes and tracking information.
    
    

How It Works:

• Pulls detailed data from the Transactions and TransactionItems table.

• Captures all relevant financial, operational, and logistical information per item.

• Supports analysis of item utilization, pricing, subrentals, and availability.
  
  

Uses:

• Track the status and revenue of each item within contracts.

• Analyze item-level performance, rental utilization, and downtime.

• Support financial reconciliation and reporting.

• Feed dashboards for operations, rental management, and sales teams.

• Rental Production Analysis

POR Table

• TransactionItems