Open Work Order Report

This option generates a report of Work Orders in progress for a date range, by Product#, and Product Class.
The report prints the W.O. charges for labor, parts, and services. Sales parts prices or costs can be printed on the report. W.O. Comments are optional.

Note: Only W.O.'s servicing products with valid product numbers in the product file are included.
Repairs to a customer's equipment that is not in the product file are excluded.

The prompts to produce the report 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 respects Divisional Restricted Views according the Security Roles assigned to the operator.

FROM PRODUCT #

Leave this field blank to include all products repaired on W.O.'s 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.

Date Filter Impact:
The W.O. data returned for the date range selection for the report is based on the following:
The Work Order is selected to print if any part, labour or service detail was added with a date within the date range, OR the W.O. has no parts/labour/services within the date range but the W.O. date is within the date range.
Once selected to print, the entire Work Order is printed.

FROM CLASS

Leave this field blank to include products from all Product Classes, or enter the starting class, or select one from the Product Class Search window.

TO CLASS

Leave this field blank to include products from all Product Classes, or enter the ending class, or select a Product Class in the window.

PART VALUE TO PRINT

Select one of the following report format options:

• Select Price to print the Price of the sales parts on the report.
• Select Cost to print the Cost of the sales parts on the report rather than the prices.

PRINT WORK ORDER NOTES

Check this box to print any Comments that were entered on the Work Orders, on the report.
Uncheck this box to suppress printing the Comments from the W.O.'s.

Note: If the output selection is to a spreadsheet and the Notes are being printed, each Notes line will print on a separate line on the spreadsheet and the WO data will be repeated on each line.

CHECK HISTORY

Check this box to also include closed W.O.'s that are currently in history, but were open during the entire selected date range.
Uncheck this box if closed Work Orders do not need to be considered.

INCLUDE ZERO DOLLAR W.O.'S

Check this box to include Work Orders that have a zero balance total.
Uncheck this box to exclude Work Orders that have a zero total.

INCL WOs WITH CUSTOMER PRODUCT

Check this box to include Work Orders that service your customers' products.
Because these products are not in your rental fleet and are not stored in Rental Inventory or in Sales Inventory, the 'From/To Product' and 'From/To Class' filters do not apply to these products on the output.
These products are listed under Class N/A.

Uncheck this box to exclude Work Orders that do not have valid product numbers setup in Rental Inventory or in Sales Inventory.

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.

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.