The Service Order Status report is comprehensive report summarising all aspects of the selected Service Orders. For each Service Order, it first shows the Service Order Number, Customer Number and Name, Order and Planned Delivery Dates, Invoice Address and Comment. It will then list all connected Work Orders, Items In and Items Out records, Activities, Purchase Orders, Invoices and Work Sheet Transactions.

You can also produce a Service Order Status report for an individual Service Order by highlighting a Service Order in the 'Service Orders: Browse' window or opening an individual Service Order in a record window and choosing 'Service Order Status' function from the Operations menu (Windows/macOS) or Tools menu (iOS/Android).

When printed to screen, the Service Order Status report has the Standard ERP Drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any record number to open the corresponding record (e.g. on a Service Order Number to open an individual Service Order record), on an Item Number to open the corresponding Work Sheet Transaction, on the date of an Activity to open the Activity and on the Signature of a Person in an Activity to produce an Activities, Contacts report for that Person.

Period

Paste Special Reporting Periods setting, System module

The report will list Service Orders whose Order Dates fall within the period that you specify here.

Order

Range Reporting Numeric

Enter a Service Order Number to report on a particular Service Order, or leave blank to list all Service Orders. Service Orders with no Work Sheet Transactions will not be shown in the report.

Location

Paste Special Locations setting, Service Orders/Stock module

This field allows you to restrict the report to Service Orders with a particular Service Location (shown on the 'Del. Terms' card of each Service Order).

Function

Use these options to control which Work Sheet Transactions are to be listed.

All: All Work Sheet Transactions are shown.
Only Invoiceable: Invoiceable Work Sheet Transactions are shown. For this purpose, a Work Sheet Transaction is invoiceable if the Invoice field in the Work Sheet Transaction is blank (i.e. it will be included in the report even if the Type is not Invoiceable).

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Home page for Reports in the Service Orders module
Home page for Service Orders manual
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