Work Sheet Transactions
This page describes the Work Sheet Transactions report in the Service Orders module.
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The Work Sheet Transactions report is a list of records in the Work Sheet Transaction register.
When printed to screen, the Work Sheet Transactions report has the Standard ERP drill-down feature. Click (Windows/macOS) or tap (iOS/Android) on any Service Order Number in the report to open a Service Order record, on any date to open a Work Sheet Transaction, on a Customer Number to open the Contact record for the Customer or on an Invoice Number to open the Invoice.
- Period
- Paste Special
Reporting Periods setting, System module
- The report period. Work Sheet Transactions with Dates that fall within the report period (i.e. Work Sheet Transactions that were created during the report period) will be included in the report.
- Service Order
- Paste Special
Service Order register, Service Orders module
- Range Reporting Numeric
- Enter a Service Order Number in this field if you need the report to list Work Sheet Transactions for a particular Service Order. You can also enter a range of Service Order Numbers separated by a colon (:).
- Employee
- Paste Special
Person register, System module and Global User register, Technics module
- Range Reporting Alpha
- Enter a Person's Signature here if you need the report list Work Sheet Transactions in which a particular Person has been specified as the Employee.
- Item
- Paste Special
Item register
- Range Reporting Alpha
- Use this field if you need to list Work Sheet Transactions featuring particular Items only.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Enter an Item Group here if you need the report to list Work Sheet Transactions featuring Items belonging to a particular Item Group.
- Item Classification
- Paste Special
Item Classifications setting, Sales Ledger
- Enter an Item Classification here if you need the report to list Work Sheet Transactions featuring Items with a particular Classification. If you enter a number of Classifications separated by commas, the report will only include Work Sheet Transactions with Items featuring all the Classifications that you have listed. If you enter a number of Classifications separated by plus signs (+), Work Sheet Transactions with Items featuring at least one of the Classifications listed will be included in the report. If you enter a Classification preceded by an exclamation mark (!), the report will include Work Sheet Transactions with Items featuring any Classification except the one listed.
- For example:
- 1,2
- Includes Work Sheet Transactions with Items with Classifications 1 and 2 (including those with Items with Classifications 1, 2 and 3).
- 1+2
- Includes Work Sheet Transactions with Items with Classifications 1 or 2.
- !2
- Includes Work Sheet Transactions with Items without Classification 2.
- 1,!2
- Includes Work Sheet Transactions with Items with Classification 1 but without Classification 2. Note the comma before the exclamation mark in this example.
- !1,!2
- Includes Work Sheet Transactions with Items without Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Includes Work Sheet Transactions with Items without Classifications 1 and 2 (Work Sheet Transactions with Items with Classifications 1, 2 and 3 will not be included).
- !1+2
- Includes Work Sheet Transactions with Items without Classification 1 and those with Items with Classification 2 (Work Sheet Transactions with Items with Classifications 1 and 2 will be included).
- (1,2)+(3,4)
- Includes Work Sheet Transactions with Items with Classifications 1 and 2 and those with Items with Classifications 3 and 4.
- 1*
- Includes Work Sheet Transactions with Items with a Classification beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Includes Work Sheet Transactions with Items with a Classification beginning with 1 but not 1 itself.
- *1
- Includes Work Sheet Transactions with Items with a Classification ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Includes Work Sheet Transactions with Items with a Classification that begins and ends with 1 (e.g. 11, 101, 1001).
- Register
- Use these options to specify whether Work Sheet Transactions created from Work Sheets, Activities and/or Returned Goods records are to be shown in the report. You must select at least one of these options, or a blank report will be produced.
- Type
- You can choose to list Work Sheet Transactions that are Invoiceable, Warranty, Contract and/or Goodwill in the report. You must select at least one option, otherwise a blank report will result.
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Go back to:
Introduction to Reports in the Service Orders module
