Work Order Report


Work Order Menu -> Reports -> Work Order Report

Reports Menu -> Automatic Reporting -> Function WOWH11 -> runs Work Order Report


This report generates information on open or closed Work Orders for a selected date range.
Select by division, by customer, and/or by Posting type.
Print a summary report or a detailed report.

This information can also be run automatically with the spreadsheet output emailed to staff by setting up WOWH11 with the relevant filters and email addresses in the Automatic Reporting.

The prompts 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.

This report respects Divisional Restricted Views.


WORK ORDER LOCATION
Select one of the following options to filter the Work Order list:
  • Select Current to print only open Work Orders in the report.
  • Select History to print Work Orders that have been closed and have been moved to history.

FROM DATE
Accept the default start date, or type in a preferred starting date.
TO DATE
Accept today's date, or type in a preferred ending date.

ALL CUSTOMERS
Check this box to include Work Orders for all customers.

Uncheck this box to generate the report for a single customer.

CUSTOMER#
Enter the customer number or window to select the customer in the Accounting Customer Search window.

SORT BY CUSTOMER NAME
Uncheck this box to print the report in Work Order number sequence.
Check this box to sort the report output by customer name. This option is useful if a customer currently has more than one work order in progress because it will list their work orders together.

INVOICED REPAIRS ONLY
This filter is only available for the detailed report or spreadsheet output.

Uncheck this box, to include all eligible Work Orders regardless of whether they have been billed or closed to a repair.

Check this box to only include Work Orders that have been billed or converted to a repair in the following date range:

FROM INVOICE DATE
Accept the default start date or type in a preferred starting date.
TO INVOICE DATE
Accept today's date, or type in a preferred ending date.

POSTING TYPE
A Posting Type is assigned to each W.O. that is used to determine the G/L COGS and Revenue posting accounts to use for parts used.
This filter is only available for the detailed output.

Select one of the following options for report output by Posting Type:

  • Select All to include all Work Orders and Repair transactions.
  • Select Standard to include only W.O. Invoices, flagged as standard.
  • Select Cust Damage to include only W.O. Invoices that the customer paid for the repairs on rental equipment.
  • Select Cust Repair to include only W.O. Invoices that the customer paid for service on customer owned equipment.
  • Select Internal to include only internal W.O. service and repairs to for your own equipment that is not to be billed to a customer.

The Posting Type, Invoice #, and Invoice date columns are included on the spreadsheet output.


REPORT TYPE
Select one of the following report format options:
  • Select Detail to print all the Work Order information on the product serviced with the current status and including full customer address, associated current contract#, labor, parts, services, comments, and totals.
    The Labor Cost total is based on the on the 'Hourly Rate' of each W.O. service technician as set in Operator Time Charge, multiplied by the hours of labor that each worked on the W.O. This labor cost total is also displayed on the Work Order Report header.

    The PDF report output prints one Work Order per page.
    The spreadsheet output includes a column listing the open contract number if the asset being serviced was out on rent when the Work Order was generated from the Create Maintenance Work Orders. This Contract number column does not apply if the W.O. was created manually.

  • Select Summary to print the summarized list of Work Orders including W.O.#, customer#, name, date, P.O., product number and description being serviced, current product status, and the serial number when relevant.
    W.O. Notes are optional.


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.

If your firm uses an external third-party to complete service on Work Orders and the "Prompt WO external out and due in dates" option is activated in the Company Estimate and W.O. Parameters to capture the dates that products are out for service, then the 'External Date Out' and 'External Date In' fields defined in the Work Order header are included in the Summary and Detail spreadsheet output.


PRINT NOTES ON SUMMARY
This option is always disabled for Excel output, and is also disabled for the Detail report as the notes will always be included.

Uncheck this box to omit the W.O. comments on the summarized report.
Check this box to print all comments or notes for each W.O. on the summary.


PRINT TEXADA WEB EMPLOYEE INFO
This filter is only available for the summarized spreadsheet output.

Uncheck this box to omit the additional Texada Web W.O. Employee fields on the spreadsheet summary.

Check this box to include Texada Web Employee information for each W.O. on the spreadsheet summary including columns for FL Employee number, and the Dates & Times that the Work Order was Assigned, Started, and Closed in Texada Web.
Refer to Logistics for more information on Texada Web.


Finished?
Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Topic Keyword: WOWH11
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