Work Order vs Estimate Actual

This comparison report can be printed from the Reports sub-menu on the Work Orders Menu.
It compares the Estimate figures with the actual invoiced Work Order amounts. It applies only to W.O.'s that have been invoiced within the date range.
It can be printed in summary or in W.O. detail.

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.

Note: This report is not limited by Divisional Restricted Views.

FROM INVOICE DATE

Accept the current month start date, or type in the preferred starting date for the report selection.

TO INVOICE DATE

Accept the current month end date, or type in the preferred ending date for the report selection.
Work Orders that have generated invoices dated within this range are included in the comparison.

FROM WORK ORDER

Leave this field blank to include all W.O.'s in the range, or select a starting W.O.# from the lookup Estimate/Work Order Search window.

TO WORK ORDER

Leave this field blank to include all W.O.'s, or select an ending W.O.# from the window.

REPORT TYPE

Select one of the following report options:

• Summary to print the report in summarized format, showing Estimate versus Work Order totals for Labor, and Parts.
• Detail to print the detailed breakdown of Labor, Parts, and Services for each Estimate/Work Order.

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 generate the output, or click the CANCEL button to abort.