Work Order Detail Report
Work Order Menu -> Reports
-> Work Order Detail Report
Reports Menu -> Automatic
Reporting -> Function WOWH17 -> runs Work Order
Detail Report
This W.O. detail report can be printed from the Reports
sub-menu on the Work Orders Menu.
It can be generated for a single product or a range of products
serviced in a selected time frame. All Work Order details, or just
labor, or just services, or just parts used, can be included in the
report.
The W.O.'s can be selected from current, history, or from both.
The spreadsheet output option also includes columns for invoice #,
date, W.O. status, the currency code, document division, location,
the repaired by name and a Texada Web flag.
This report can also be run automatically with the spreadsheet
output emailed to staff by setting up WOWH17 with the relevant
filters and email addresses in the Automatic
Reporting.
Note: This report is not limited by Divisional Restricted Views.
The prompts are:
-
- FROM PRODUCT #
- Leave this field blank to include all products 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.
NEW PAGE PER WORK ORDER
- Uncheck this box to print the orders by W.O.# on continuous
pages.
Check this box to print each W.O. in the selection on a separate
page.
WORK ORDER STATUS
- Select one of the following W.O. statuses:
- Current to include only the open Work Orders in the
report.
- History to include only completed Work Orders that are
closed and have been billed or converted to a repair
transaction.
- Both to include Work Orders that are in Current and in
History.
SECTIONS TO INLCUDE
- Select one of the following options:
- Labor to include only the Labor details on the
report.
The date of the labor, the employee name, Labor code, description,
number of hours and the total amount are printed.
- Parts to include only the Parts used on the report.
The date the part was used, part number, description, quantity
used, and amount, are printed.
- Services to include only the Service details on the
report.
The service code, description, quantity, and amount, are
printed.
- All to include labor, parts and service details on the
report.
SORT ORDER
- Select one of the following sort sequences:
- As Entered to print the details in the order they were
entered on the W.O.
- Date to sort the details by date within each W.O.
- Product# to sort the details by product number and by
service code number within each W.O.
- Description to sort the details by product or service
description within each W.O.
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 spreadsheet output.
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: WOWH17