Difference between revisions of "How do I find un-invoiced workshop jobs?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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This article will describe how you can search the {{WS}} in order to find any un-Invoiced items on that may be left on any jobs. This is important to ensure all items booked out of stock are invoiced for.
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This article will describe how you can search the {{WS}} to find any un-invoiced items on that may be left on any jobs. This is important to ensure all items booked out of stock have been invoiced.
  
 
== More Information ==
 
== More Information ==
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In order to Search jobs for un-invoiced items you will need to run a standard workshop report.
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To find the jobs with un-invoiced items you will need to run a standard workshop report.
  
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To do this you will need to go to: "Workshop System" -> "Job Reports" -> "Job Reports" -> "Job Reports".
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* Go to: "{{WS}}" -> "Job Reports" -> "Job Reports" -> "Job Reports".
  
 
=== Setting the Reports Search Criteria ===
 
=== Setting the Reports Search Criteria ===
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Once here you will need to set the search criteria for the report. To do this go to: "Set Report Range". Enter in information that you wish the report on these are as follows:
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* First, set the search criteria for the report.  
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* Go to: "Set Report Range".  
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* Enter the ranges that you want in the following fields:
  
 
;{{DataPrompt|Depot:}}
 
;{{DataPrompt|Depot:}}
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:Enable you to specify a particular job Depot, If you have multiple depots set-up. If you wish to search all depots leave this field {{DataValue|Blank}}. The Default Depot code will be displayed here.
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:If you have more than one site or workshop, choose the correct one here.
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If you wish to search all depots leave this field {{DataValue|Blank}}. The Default Depot code will be displayed here.
  
 
;{{DataPrompt|From Job No:}}
 
;{{DataPrompt|From Job No:}}
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:Allows you to specify the job number from which the report will start to run from. Leaving this Blank means the report will start from the first job number.
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:Enter the job number to start from here. Leave this blank to start from the first job on the system.
  
 
;{{DataPrompt|To:}}
 
;{{DataPrompt|To:}}
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:Allows you to specify the job number to which the report will run to. Leaving this blank will result in the report running to the last job number.
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:Enter the job number to finish at. Leave this blank to finish at the last job on the system.
  
 
;{{DataPrompt|From Start Date:}}/{{DataPrompt|To:}}
 
;{{DataPrompt|From Start Date:}}/{{DataPrompt|To:}}
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:Allows you to specify a date range for the report to run looking at the date at which the jobs are due to be started. Any Jobs outside this date range will be ignored in the report. If these dates are left as {{DataValue|00/00/0000}} it will disable this particular search criteria.
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:Enter a range of Job Start Dates here. You can leave these blank to check all jobs.
  
 
;{{DataPrompt|From Job Status:}}/{{DataPrompt|To:}}
 
;{{DataPrompt|From Job Status:}}/{{DataPrompt|To:}}
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:Allows you to specify a range of job statuses. If you want to specify only one job status then enter this status in both fields. Leaving these fields blank will result in the report running for all Jobs regardless of the status.
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:Enter the range of statuses for which you want to report. Again, leave these blank to check all jobs.
  
 
;{{DataPrompt|From Due Date:}}/{{DataPrompt|To:}}
 
;{{DataPrompt|From Due Date:}}/{{DataPrompt|To:}}
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:Allows you to specify a date range for the report to run looking at the date at which the jobs are due to be Completed. Any Jobs outside this date range will be ignored in the report. If these dates are left as {{DataValue|00/00/0000}} it will disable this particular search criteria.
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:Enter a range of Job Due Dates here. You can leave these blank to check all jobs.
  
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;{{DataPrompt|From Account:}}/{{DataPrompt|A/C}}/{{DataPrompt|To:}} :{{DataPrompt|A/C}} - Allows you to specify an {{DataPrompt|ccount}} or {{DataPrompt|ontact}} Range for the customers. Simply enter in either the customers account or contact in these fields. Any Account outside this range will be excluded in the report. If you leave these fields blank the report will search all accounts and all contacts.
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;{{DataPrompt|From Account:}}/{{DataPrompt|A/C}}/{{DataPrompt|To:}}  
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:This should be left as the standard settings.
  
 
;{{DataPrompt|From Category:}}/{{DataPrompt|To:}}
 
;{{DataPrompt|From Category:}}/{{DataPrompt|To:}}
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:Allows you to specify the job category. entering the same Category for both fields only searches that category. Entering a range means the report will ignore all categories outside the range. Finally leaving this blank will mean the report will search all categories.
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:Enter the range of Categories for which you want to report. Again, leave these blank to check all jobs.
  
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Once all of the fields have been entered that you want the report to run you will need to press {{KeyPress|Esc}}.
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* Press {{KeyPress|Esc}} to go and run the report.
  
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{{Note|title=Remember|text=Leaving all these Fields as blank will result in the report running without any search criteria.}}
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{{Note|title=Remember|text=Leaving all these fields blank will result in the report searching all jobs on the system.}}
  
 
=== Finding Un-invoiced Items ===
 
=== Finding Un-invoiced Items ===
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As we are searching for un-invoiced items within the workshop, it may be beneficial to ignore the step above if you are wanting to find literally any item that has not been invoiced off in the workshops history.
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* Choose "Summary Report".  
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* It will show which jobs have items remaining on them that have not been invoiced.
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*The report that we are wanting to run is the "Summary Report". Select this report as it will easily show what workshop jobs have items remaining on them that have not been invoiced off.
 
  
 
=== Workshop Summary Report Explained ===
 
=== Workshop Summary Report Explained ===
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The report is broken down into five columns so that you can quickly and easily discover jobs that have items on the which has not been invoiced.
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The report is broken down into five columns so that you can quickly and easily discover jobs that have items which have not been invoiced.
  
 
;{{DataPrompt|Job No.}}
 
;{{DataPrompt|Job No.}}
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:Simply shows the workshop job number, the report is listed in Job number order. This is one of the most important columns in the list as the job number you will need to go to in order to invoice of any items.
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:This shows the workshop job number, and the report is listed in Job number order. This is one of the most important columns in the list as you will need the job number in order to invoice the items.
  
 
;{{DataPrompt|Name}}
 
;{{DataPrompt|Name}}
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:Is the name of the customer that the workshop is for it will be this customer that will eventually get invoiced for any items outstanding.
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:This shows the name of the customer.
  
 
;{{DataPrompt|Amount}}
 
;{{DataPrompt|Amount}}
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:Is the total value for the [[How do I add Parts to a Workshop Job?|items]] ''(including [[How do I add Labour to a Workshop Job?|Labour]])'' on the workshop job.
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:This is the total value for the [[How do I add Parts to a Workshop Job?|items]] ''(including [[How do I add Labour to a Workshop Job?|Labour]])'' on the workshop job.
  
 
;{{DataPrompt|Invoiced}}
 
;{{DataPrompt|Invoiced}}
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:Is the total value of items that has been invoiced off on the workshop job.
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:This is the total value of items that have been invoiced on the workshop job.
  
 
;{{DataPrompt|Uninvoiced}}
 
;{{DataPrompt|Uninvoiced}}
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:Is the most important column in the report as it is this column that indicates if there is any un-invoiced items on the workshop and it tells you how much the value of the items that needs to be invoiced off.
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:This is the most important column in the report as it is this column that indicates if there are any un-invoiced items on the workshop and it tells you the value of the items that need to be invoiced off.
  
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{{Note|text=It is a bad thing to have items on a workshop job that is not invoiced of if the work and the job has been completed. It is of importance that this report is ran regularly to avoid any lost revenue, that has already been earned!}}
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{{Note|text=It is a bad thing to have items on a workshop job that have not been invoiced if the work and the job has been completed. You should run this report regularly to avoid any lost revenue!}}
  
 
== See also ==
 
== See also ==

Revision as of 16:31, 29 September 2009

Summary

This article will describe how you can search the Workshop to find any un-invoiced items on that may be left on any jobs. This is important to ensure all items booked out of stock have been invoiced.

More Information

To find the jobs with un-invoiced items you will need to run a standard workshop report.

  • Go to: "Workshop" -> "Job Reports" -> "Job Reports" -> "Job Reports".

Setting the Reports Search Criteria

  • First, set the search criteria for the report.
  • Go to: "Set Report Range".
  • Enter the ranges that you want in the following fields:
"Depot:"
If you have more than one site or workshop, choose the correct one here.

If you wish to search all depots leave this field 'Blank'. The Default Depot code will be displayed here.

"From Job No:"
Enter the job number to start from here. Leave this blank to start from the first job on the system.
"To:"
Enter the job number to finish at. Leave this blank to finish at the last job on the system.
"From Start Date:"/"To:"
Enter a range of Job Start Dates here. You can leave these blank to check all jobs.
"From Job Status:"/"To:"
Enter the range of statuses for which you want to report. Again, leave these blank to check all jobs.
"From Due Date:"/"To:"
Enter a range of Job Due Dates here. You can leave these blank to check all jobs.
"From Account:"/"A/C"/"To:"
This should be left as the standard settings.
"From Category:"/"To:"
Enter the range of Categories for which you want to report. Again, leave these blank to check all jobs.
  • Press <Esc> to go and run the report.
Remember: Leaving all these fields blank will result in the report searching all jobs on the system.

Finding Un-invoiced Items

  • Choose "Summary Report".
  • It will show which jobs have items remaining on them that have not been invoiced.

Workshop Summary Report Explained

The report is broken down into five columns so that you can quickly and easily discover jobs that have items which have not been invoiced.

"Job No."
This shows the workshop job number, and the report is listed in Job number order. This is one of the most important columns in the list as you will need the job number in order to invoice the items.
"Name"
This shows the name of the customer.
"Amount"
This is the total value for the items (including Labour) on the workshop job.
"Invoiced"
This is the total value of items that have been invoiced on the workshop job.
"Uninvoiced"
This is the most important column in the report as it is this column that indicates if there are any un-invoiced items on the workshop and it tells you the value of the items that need to be invoiced off.
It is a bad thing to have items on a workshop job that have not been invoiced if the work and the job has been completed. You should run this report regularly to avoid any lost revenue!

See also


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Keywords AND Misspellings
Un-Invoiced, Uninvoiced, Un-paid, Report, Job, Invoice, Paid, Workshop, Find, Search
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