Open Work Order Report
Work Order Menu -> Reports
-> Open Work Order Report
This option generates a report of Work Orders in progress for a
date range, by Product#, and Product Class.
The report prints the W.O. charges for labor, parts, and services.
Sales parts prices or costs can be printed on the report. W.O.
Comments are optional.
Note: Only W.O.'s servicing products with valid product numbers
in the product file are included.
Repairs to a customer's equipment that is not in the product file
are excluded.
The prompts to produce the report are:
-
- DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To print the report for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
accounting region to include in the report, as outlined in Division Select By Region.
Note: This report respects Divisional
Restricted Views according the Security
Roles assigned to the operator.
FROM PRODUCT #
- Leave this field blank to include all products repaired on
W.O.'s in the report, or enter the first serviced product to be
included, or select a product from the Inventory Search window.
- TO PRODUCT
- Leave this field blank to include all products in the report,
or enter the last serviced product to be included, or select a
product from the window.
FROM DATE
- Accept the beginning of the current month, or type in a
preferred starting date.
- TO DATE
- Accept the end of the current month, or type in a preferred
ending date for the W.O. selection.
Date Filter Impact:
The W.O. data returned for the date range selection for the report
is based on the following:
The Work Order is selected to print if any part, labour or service
detail was added with a date within the date range, OR the W.O. has
no parts/labour/services within the date range but the W.O. date is
within the date range.
Once selected to print, the entire Work Order is printed.
FROM CLASS
- Leave this field blank to include products from all Product
Classes, or enter the starting class, or select one from the
Product Class Search window.
- TO CLASS
- Leave this field blank to include products from all Product
Classes, or enter the ending class, or select a Product Class in
the window.
PART VALUE TO PRINT
- Select one of the following report format options:
- Select Price to print the Price of the sales parts on
the report.
- Select Cost to print the Cost of the sales parts on the
report rather than the prices.
PRINT WORK ORDER NOTES
- Check this box to print any Comments that were entered
on the Work Orders, on the report.
Uncheck this box to suppress printing the Comments from the W.O.'s.
Note: If the output selection is to a spreadsheet and the Notes
are being printed, each Notes line will print on a separate line on
the spreadsheet and the WO data will be repeated on each
line.
CHECK HISTORY
- Check this box to also include closed W.O.'s that are currently
in history, but were open during the entire selected date
range.
Uncheck this box if closed Work Orders do not need to be
considered.
INCLUDE ZERO DOLLAR W.O.'S
- Check this box to include Work Orders that have a zero balance
total.
Uncheck this box to exclude Work Orders that have a zero
total.
INCL WOs WITH CUSTOMER PRODUCT
- Check this box to include Work Orders that service your
customers' products.
Because these products are not in your rental fleet and are not
stored in Rental Inventory or in Sales Inventory, the 'From/To Product' and
'From/To Class' filters do not apply to these products on the
output.
These products are listed under Class N/A.
Uncheck this box to exclude Work Orders that do not have valid
product numbers setup in Rental Inventory
or in Sales Inventory.
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.
Finished?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: WOWH08