Work Sheet Journal
This report lists
Work Sheets from the Work Sheet register.
- Work Sheet No.
- Range Reporting
Numeric
- Use this field to report on a single Work Sheet, or range of Work Sheets.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end dates of the report period. The default period is the first record entered in the Reporting Periods setting.
- Customer
- Paste Special
Customers in Customer register
- Enter a Customer Number to show Work Sheets relating to a particular Customer.
- Employee
- Paste Special
Person register, System module
- One possible use for the Work Sheet Journal is to analyse the work of each technician. To produce such a report, enter the technician's initials here.
- Work Order No.
- Paste Special
Work Order register, Service Orders module
- Range Reporting Numeric
- If a list of Work Sheets relating to a particular Work Order is required, specify the Work Order Number here.
- Function
- Use these options to determine the level of detail to be shown in the report.
- Overview
- This is a simple listing showing Work Sheet Number, Date, Customer and Total (including VAT).
- Detailed
- In addition to the information shown above, this options shows the Work Order Number, Customer Name and Contact, Objects, VAT Amount and Totals (including and excluding VAT) and, for each row of each Work Sheet, the Item Number and Name, Quantity, Unit Sales Price and VAT Code are shown.
- Excl VAT
- The report produced by this option is similar to the Overview, but the Total excludes VAT.
- Status
- Check the boxes to include approved and/or unapproved Work Sheets in the report. At least one option must be checked, otherwise a blank report will result.
Introduction to Reports in the Service Orders module
