Repair History Report
Work Order Menu -> Reports
-> Repair History Reports Menu ->
Repair History Report
Reports Menu -> Automatic
Reporting -> Function WORT11 -> runs Repair
History Report
This report or spreadsheet can be generated by date and location
for a charge code range or repair code selection.
These reports can be generated showing all Internal Repairs,
Invoice Repairs, and Additions for the month.
This report can also be run automatically with the spreadsheet
output emailed to staff by setting up WORT11 with the relevant
filters and email addresses in the Automatic
Reporting.
The Charge Code report could be useful if your firm needs to
make monthly Journal Entries to record repair or warranty work in
the General Ledger, especially if your firm does not maintain a
parts inventory.
The Currency of the W.O. or repair charge is displayed on the
spreadsheet to flag transactions where currency exchange
calculations apply.
The Repair Code report can provide details on the types of
repairs that were required.
e.g. repairs due to Repair Code CA - Customer Abuse for the month,
or GM - General Maintenance.
The Depreciation Class is printed from the Asset Tag if the
product has only 1 tag assigned.
The prompts to generate the reports are:
-
- SELECT BY
- Select one of the following report options:
FROM DATE
- Accept the current month start, or enter a preferred starting
date for the report.
- TO DATE
- Accept the today's date, or enter a preferred ending date for
the report.
FROM DESCRIPTION
- Leave this field blank for all eligible rental products, or
enter the first few characters of a preferred product description
starting point to filter the resulting product list.
A window is provided to help identify and search for a specific
product description.
- TO DESCRIPTION
- Leave this field blank for all eligible rental products, or
enter the first few characters of an ending description for the
report.
INCLUDE ADDITIONS
- Check this box to include additions to equipment in the
report.
On the report output, additions to existing equipment are
identified in the column on the right of the document with the
letter A for Additions.
Uncheck this box to exclude repairs identified as being
additions to the existing equipment.
INCLUDE INTERNAL REPAIRS
- Check this box to include internal equipment repairs.
On the report output, internal equipment repair records are
identified in the column on the right of the document with the
letter R for Repairs.
Uncheck this box to exclude internal repairs from the repair
transactions on the report.
INCLUDE INVOICED REPAIRS
- Check this box to include repairs that have been invoiced.
On the report output, repairs that have been billed to customers
are identified in the column on the right of the document with the
letter I for Invoiced.
Uncheck this box to exclude invoiced repairs on the
report.
INCLUDE SPLIT BILLINGS
- Check this box to include Work Orders that have had the
billings split between the Customer, Warranty, and/or Internal
charges.
On the report output, split Billing repair records are identified
in the column on the right of the document with the letter S for
Split.
Uncheck this box to exclude split billing repairs from the
repair transactions listed on the report.
INCLUDE DISPOSED
- Check this box to repairs that have been completed on sold or
scrapped equipment.
- Non-bulk equipment is only considered disposed if the
Status is D (Disposed) or S (Scrapped) on the
Fixed Asset Tag.
- Bulk equipment is considered disposed when the quantity is zero
On Hand.
Uncheck this box to exclude disposed equipment from the repair
transactions listed on the report.
ALL LOCATIONS
- Check this box to include all locations in the report.
Uncheck this box to select a single location for the report.
- LOCATION
- Enter the location for the report or select it from the
drop-down list.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Subtotals are supplied on the report output by Repair/Charge
Code.
On the spreadsheet output Repair transactions flagged as Manual
represent repairs completed and entered manually that have been
carried over from an earlier version of the software.
Finished?
- Click the ACCEPT button to generate the output, or CANCEL to
abort.
Topic Keyword: WORT11