- 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.