How do I find un-invoiced workshop jobs?
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Contents
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
Go to " Set Report Range".
- First, set the search criteria for the report.
- 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 {DataPrompt|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.
- "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
- How do I credit a workshop invoice?
- How do I add parts to a workshop job?
- How do I add labour to a workshop job?
