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.